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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 %
RWP
501
RWA Wealth Partners
Massachusetts
$1.09M +$24.2K +217 +2%
EGM
502
Engineers Gate Manager
New York
$1.09M -$2.25M -20,151 -67%
MWP
503
Meriwether Wealth & Planning
Louisiana
$1.08M +$144K +1,295 +15%
DMC
504
Drexel Morgan & Co
Pennsylvania
$1.08M
CA
505
Cambridge Advisors
Nebraska
$1.08M -$44.6K -400 -4%
CFB
506
Cullen/Frost Bankers
Texas
$1.08M +$7.02K +63 +0.7%
CGL
507
Clarius Group LLC
Washington
$1.07M +$190K +1,700 +21%
MAM
508
Mystic Asset Management
Rhode Island
$1.07M -$22.3K -200 -2%
WG
509
Welch Group
Alabama
$1.06M -$1.35K -12 -0.1%
WIM
510
WealthPlan Investment Management
Nebraska
$1.06M
BCM
511
Becker Capital Management
Oregon
$1.06M
FFWA
512
FRG Family Wealth Advisors
Washington
$1.05M -$54.1K -485 -5%
AAS
513
Ameritas Advisory Services
Nebraska
$1.05M -$34K -318 -3%
LC
514
LCNB Corp
Ohio
$1.05M -$19.8K -178 -2%
HAG
515
HighPoint Advisor Group
Illinois
$1.04M +$55.1K +486 +6%
IBOK
516
Independence Bank of Kentucky
Kentucky
$1.03M -$19.5K -175 -2%
SB
517
Simmons Bank
Arkansas
$1.02M -$4.24K -38 -0.4%
BC
518
Bridgefront Capital
Texas
$1.02M +$55.5K +498 +6%
CPA
519
Court Place Advisors
Maryland
$1.02M -$100K -900 -9%
KIC
520
Kensington Investment Counsel
California
$1.01M -$41.1K -369 -4%
FAFN
521
First Affirmative Financial Network
Colorado
$1.01M +$49.8K +447 +5%
Kayne Anderson Rudnick Investment Management
522
Kayne Anderson Rudnick Investment Management
California
$1.01M -$54.1K -485 -5%
SC
523
SouthState Corp
Florida
$1.01M -$106K -948 -10%
YP
524
YANKCOM Partnership
South Dakota
$999K +$77.9K +699 +8%
MA
525
Mutual Advisors
Nebraska
$998K +$1.57K +14 +0.2%