NVS icon

Novartis
NVS

Overview Fund Activity

1,346 hedge funds and large institutions have $15.8B invested in Novartis in 2025 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 486 increasing their positions, 462 reducing their positions, and 72 closing their positions.

Holders
1,346
Holders Change
+8
Holders Change %
+0.6%
% of All Funds
18.08%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
116
Increased
486
Reduced
462
Closed
72
Calls
$173M
Puts
$205M
Net Calls
-$31.6M
Net Calls Change
+$3.29M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$915M
2
Optiver Holding
2
Optiver Holding
Netherlands
$62.3M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$68.4M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$1.1B
5
Millennium Management
5
Millennium Management
New York
$102M

Top Sellers

1
CIBC World Market
1
CIBC World Market
Ontario, Canada
$19.2M
2
NVCHI
2
New Vernon Capital Holdings II
New Jersey
$2.05M
3
Dodge & Cox
3
Dodge & Cox
California
$1.29B
4
Goldman Sachs
4
Goldman Sachs
New York
$308M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Natixis Advisors
26
Natixis Advisors
Massachusetts
$104M 860,998 -10,972 -1%
EARNEST Partners
27
EARNEST Partners
Georgia
$103M 850,207 +25,836 +3%
Millennium Management
28
Millennium Management
New York
$102M 840,771 +417,088 +98%
CCMG
29
Clark Capital Management Group
Pennsylvania
$101M 830,970 +238,725 +40%
Truist Financial
30
Truist Financial
North Carolina
$96.6M 798,467 +28,726 +4%
Point72 Asset Management
31
Point72 Asset Management
Connecticut
$90.4M 746,706 -335,669 -31%
Ameriprise
32
Ameriprise
Minnesota
$76.4M 631,131 +244,037 +63%
JWBC
33
John W. Bristol & Co
New York
$71.7M 592,281 -1,445 -0.2%
American Century Companies
34
American Century Companies
Missouri
$71.2M 588,361 +231,914 +65%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$68.4M 564,990 +469,080 +489%
Optiver Holding
36
Optiver Holding
Netherlands
$62.3M 515,173 +473,508 +1,136%
SEI Investments
37
SEI Investments
Pennsylvania
$61.9M 511,747 -58,288 -10%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$61M 503,799 -39,433 -7%
HPG
39
Harvest Portfolios Group
Ontario, Canada
$59.6M 492,568 -11,070 -2%
LPL Financial
40
LPL Financial
California
$55.7M 460,093 -5,902 -1%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$55.1M 455,317 -88,021 -16%
Corient Private Wealth
42
Corient Private Wealth
Florida
$54.8M 452,822 -10,258 -2%
NW
43
NewEdge Wealth
Pennsylvania
$54M 465,916 +34,078 +8%
First Trust Advisors
44
First Trust Advisors
Illinois
$50.7M 419,034 -35,429 -8%
TAM
45
Todd Asset Management
Kentucky
$50.3M 415,901 +19,391 +5%
Mirae Asset Global Investments
46
Mirae Asset Global Investments
South Korea
$48.7M 402,360 -25,558 -6%
VanEck Associates
47
VanEck Associates
New York
$48.3M 399,485 +76,106 +24%
Creative Planning
48
Creative Planning
Kansas
$48.2M 398,258 +11,267 +3%
TH
49
TCTC Holdings
Texas
$47.4M 391,636 -131 -0%
Grantham, Mayo, Van Otterloo & Co (GMO)
50
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$42.7M 352,695 -39,456 -10%
1
2
3 4 5