NVS icon

Novartis

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
Name Holding Trade Value Shares
Change
Shares
Change %
SCTC
476
Sanibel Captiva Trust Company
Florida
$1.22M -$105K -939 -8%
FGP
477
Foyston, Gordon, & Payne
Ontario, Canada
$1.21M -$12.5K -112 -1%
CIC
478
Carnegie Investment Counsel
Ohio
$1.2M
AWM
479
Apollon Wealth Management
South Carolina
$1.2M -$122K -1,094 -9%
AAM
480
AR Asset Management
California
$1.2M
ARG
481
Advisory Resource Group
Oklahoma
$1.19M -$82K -736 -6%
IB
482
Intrust Bank
Kansas
$1.19M -$30.8K -276 -3%
P
483
Pitcairn
Pennsylvania
$1.18M +$47.8K +429 +4%
FLPIM
484
F.L. Putnam Investment Management
Massachusetts
$1.18M -$12.5K -112 -1%
XF
485
XML Financial
Maryland
$1.17M +$4.46K +40 +0.4%
GIA
486
Guyasuta Investment Advisors
Pennsylvania
$1.17M -$11.1K -100 -0.9%
ONB
487
Old National Bancorp
Indiana
$1.16M -$425K -3,814 -27%
TCA
488
Transcend Capital Advisors
New Jersey
$1.16M +$1.56K +14 +0.1%
SCM
489
Sterling Capital Management
North Carolina
$1.16M -$163K -1,459 -12%
CI
490
CX Institutional
Indiana
$1.16M -$19.4K -174 -2%
JWCA
491
J.W. Cole Advisors
Florida
$1.15M +$554K +4,969 +92%
SFG
492
SevenBridge Financial Group
Pennsylvania
$1.15M -$306K -2,805 -21%
B
493
Bailard
California
$1.13M +$464K +4,160 +70%
MFA
494
Mayflower Financial Advisors
Massachusetts
$1.13M +$15.6K +140 +1%
SWP
495
Stratos Wealth Partners
Ohio
$1.12M -$258K -2,316 -19%
WFI
496
West Family Investments
California
$1.12M
CCM
497
Chilton Capital Management
Texas
$1.1M -$42.9K -385 -4%
MDA
498
Minot DeBlois Advisors
Massachusetts
$1.1M -$31.8K -285 -3%
HH
499
Hilltop Holdings
Texas
$1.1M -$167K -1,497 -13%
KIA
500
KCM Investment Advisors
California
$1.09M +$15.7K +141 +1%