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Novartis
NVS

Overview Fund Activity

1,338 hedge funds and large institutions have $15.4B invested in Novartis in 2025 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 424 increasing their positions, 501 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,338
Holders Change
+11
Holders Change %
+0.83%
% of All Funds
18.17%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.19%
New
121
Increased
424
Reduced
501
Closed
79
Calls
$246M
Puts
$281M
Net Calls
-$34.8M
Net Calls Change
+$25.5M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$531M
2
CIBC World Market
CIBC World Market
Ontario, Canada
+$202M
3
Goldman Sachs
Goldman Sachs
New York
+$154M
4
Marshall Wace
Marshall Wace
United Kingdom
+$150M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$121M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$88.3M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$73.2M
3
Primecap Management
Primecap Management
California
-$71.6M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$66.3M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$64.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
QT
426
Quantbot Technologies
New York
$1.42M -$6.92M -62,115 -83%
QWM
427
Quadcap Wealth Management
Texas
$1.42M -$10.8K -97 -0.8%
AL
428
Arnhold LLC
New York
$1.41M – – –
SC
429
Savant Capital
Illinois
$1.4M +$132K +1,180 +10%
HKAM
430
Horizon Kinetics Asset Management
New York
$1.4M – – –
SGA
431
Strategic Global Advisors
California
$1.4M -$33K -296 -2%
BMCM
432
Bryn Mawr Capital Management
Pennsylvania
$1.39M -$44.4K -398 -3%
AC
433
Arjuna Capital
North Carolina
$1.39M -$73.5K -659 -5%
TPCW
434
TD Private Client Wealth
New York
$1.39M -$16.2K -145 -1%
BEAM
435
Baker Ellis Asset Management
Washington
$1.38M +$115K +1,034 +9%
GWM
436
Glass Wealth Management
Texas
$1.37M -$16.7K -150 -1%
KTC
437
Kentucky Trust Company
Kentucky
$1.36M – – –
BCM
438
Brookstone Capital Management
Illinois
$1.35M +$24.7K +222 +2%
ACM
439
Ativo Capital Management
Illinois
$1.35M -$10.3K -92 -0.8%
FPWM
440
FSB Premier Wealth Management
Iowa
$1.35M +$88.4K +793 +7%
AWM
441
Aberdeen Wealth Management
Illinois
$1.34M – – –
GIC
442
Generali Investments CEE
Czech Republic
$1.34M – – –
CastleKeep Investment Advisors
443
CastleKeep Investment Advisors
Connecticut
$1.33M +$42.6K +382 +3%
VWM
444
Venturi Wealth Management
Texas
$1.32M +$27.3K +245 +2%
SCA
445
Snowden Capital Advisors
New York
$1.32M -$191K -1,653 -13%
QI
446
Qtron Investments
Massachusetts
$1.31M +$124K +1,114 +10%
TCOO
447
Trust Company of Oklahoma
Oklahoma
$1.31M -$16.6K -149 -1%
Alyeska Investment Group
448
Alyeska Investment Group
Illinois
$1.31M +$1.31M +11,722 New
SYBT
449
Stock Yards Bank & Trust
Kentucky
$1.3M -$109K -976 -8%
SAM
450
Silvercrest Asset Management
New York
$1.3M +$170K +1,527 +15%
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