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Novartis
NVS

1,383 hedge funds and large institutions have $16.2B invested in Novartis in 2025 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 494 increasing their positions, 476 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 75

21% more funds holding in top 10

Funds holding in top 10: 14 → 17 (+3)

5% more capital invested

Capital invested by funds: $15.4B → $16.2B (+$811M)

2% more funds holding

Funds holding: 1,356 → 1,383 (+27)

4% more repeat investments, than reductions

Existing positions increased: 494 | Existing positions reduced: 476

0.27% less ownership

Funds ownership: 6.59% → 6.32% (-0.27%)

19% less call options, than puts

Call options by funds: $269M | Put options by funds: $331M

Holders
1,383
Holders Change
+27
Holders Change %
+1.99%
% of All Funds
18.21%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.22%
New
119
Increased
494
Reduced
476
Closed
75
Calls
$269M
Puts
$331M
Net Calls
-$61.7M
Net Calls Change
-$26.9M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$56.8M
2
Optiver Holding
Optiver Holding
Netherlands
+$53.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$52.9M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$51.2M
5
Millennium Management
Millennium Management
New York
+$47M

Top Sellers

Rank Fund Capital Flow
1
CIBC World Market
CIBC World Market
Ontario, Canada
-$192M
2
NVCHI
New Vernon Capital Holdings II
New Jersey
-$154M
3
Dodge & Cox
Dodge & Cox
California
-$132M
4
Goldman Sachs
Goldman Sachs
New York
-$126M
5
Citadel Advisors
Citadel Advisors
Florida
-$120M
Name Holding Trade Value Shares
Change 		Change in
Stake
Balyasny Asset Management
26
Balyasny Asset Management
Illinois
$106M +$34.2M +303,553 +53%
Natixis Advisors
27
Natixis Advisors
Massachusetts
$104M -$1.24M -10,972 -1%
EARNEST Partners
28
EARNEST Partners
Georgia
$103M +$2.91M +25,836 +3%
Millennium Management
29
Millennium Management
New York
$102M +$47M +417,088 +98%
CCMG
30
Clark Capital Management Group
Pennsylvania
$101M +$26.9M +238,725 +40%
Truist Financial
31
Truist Financial
North Carolina
$96.6M +$3.24M +28,726 +4%
Point72 Asset Management
32
Point72 Asset Management
Connecticut
$90.4M -$37.8M -335,669 -31%
Ameriprise
33
Ameriprise
Minnesota
$76.4M +$27.5M +244,037 +63%
JWBC
34
John W. Bristol & Co
New York
$71.7M -$163K -1,445 -0.2%
American Century Companies
35
American Century Companies
Missouri
$71.2M +$26.1M +231,914 +65%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$68.4M +$52.9M +469,080 +489%
Optiver Holding
37
Optiver Holding
Netherlands
$62.3M +$53.4M +473,508 +1,136%
SEI Investments
38
SEI Investments
Pennsylvania
$61.9M -$6.57M -58,288 -10%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$61M -$4.44M -39,433 -7%
HPG
40
Harvest Portfolios Group
Ontario, Canada
$59.6M -$1.25M -11,070 -2%
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$57.8M +$1.11M +9,859 +2%
LPL Financial
42
LPL Financial
California
$55.7M -$665K -5,902 -1%
JP Morgan Chase
43
JP Morgan Chase
New York
$55.1M -$9.92M -88,021 -16%
Corient Private Wealth
44
Corient Private Wealth
Florida
$54.8M -$1.16M -10,257 -2%
NW
45
NewEdge Wealth
Pennsylvania
$54M +$3.84M +34,078 +8%
First Trust Advisors
46
First Trust Advisors
Illinois
$50.7M -$3.99M -35,429 -8%
TAM
47
Todd Asset Management
Kentucky
$50.3M +$2.19M +19,391 +5%
Mirae Asset Global Investments
48
Mirae Asset Global Investments
South Korea
$48.7M -$2.88M -25,558 -6%
VanEck Associates
49
VanEck Associates
New York
$48.3M +$8.58M +76,106 +24%
Creative Planning
50
Creative Planning
Kansas
$48.2M +$1.27M +11,267 +3%
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NVS Hedge Fund Activity: Q2 2025 in Review

1,383 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Novartis (NVS) for Q2 2025, worth a combined $16.2B — up 5.3% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new NVS positions and 75 closed out — a net gain of 44 holders — while 494 added to existing stakes and 476 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $56.8M. The largest seller was CIBC World Market, cutting an estimated $192M.

  • 1,383 institutional investors held Novartis (NVS) as of Q2 2025, up from 1,356 in Q1 2025.
  • Funds reported $16.2B of Novartis stock for Q2 2025, up 5.3% quarter-over-quarter.
  • 119 funds opened new Novartis positions in Q2 2025 and 75 closed out, a net change of +44 holders.
  • The largest Novartis buyer in Q2 2025 was Morgan Stanley, an estimated $56.8M added.
  • The largest Novartis seller in Q2 2025 was CIBC World Market, an estimated $192M sold.

Based on aggregated 13F filings for Q2 2025.