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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 %
PP
526
PDS Planning
Ohio
$992K +$101K +907 +11%
BMC
527
Beaton Management Company
Massachusetts
$989K – – –
1IA
528
1620 Investment Advisors
Massachusetts
$985K +$2.45K +22 +0.2%
VNA
529
Valley National Advisers
Pennsylvania
$984K -$34.5K -310 -3%
VA
530
Valmark Advisers
Ohio
$980K -$1.34K -12 -0.1%
NHT
531
New Hampshire Trust
New Hampshire
$974K +$40.1K +360 +4%
BHPW
532
Beverly Hills Private Wealth
California
$968K -$121K -1,082 -11%
JF
533
Jump Financial
Illinois
$958K +$720K +6,456 +302%
PL
534
Plancorp LLC
Missouri
$955K +$418K +3,752 +78%
SN
535
Sittner & Nelson
Oregon
$951K – – –
VFA
536
Valeo Financial Advisors
Indiana
$950K +$196K +1,755 +26%
TIAA Trust, National Association
537
TIAA Trust, National Association
North Carolina
$945K +$66.8K +599 +8%
AFCM
538
Applied Finance Capital Management
Puerto Rico
$942K +$239K +2,148 +34%
VAS
539
Vestmark Advisory Solutions
Massachusetts
$938K -$16.7K -150 -2%
RGF
540
Retirement Guys Formula
Ohio
$937K +$937K +8,407 New
SMG
541
Smart Money Group
Texas
$936K -$83.6K -750 -8%
SWA
542
Stratos Wealth Advisors
Ohio
$936K – – –
NWM
543
Northcape Wealth Management
New York
$933K -$22.3K -200 -2%
ABC
544
Associated Banc-Corp
Wisconsin
$928K -$18.4K -165 -2%
HTIM
545
Harbour Trust & Investment Management
Indiana
$910K -$118K -1,058 -11%
TI
546
Tidal Investments
Wisconsin
$907K +$219K +1,965 +32%
KGC
547
Kennon-Green & Company
Ohio
$905K -$8.36K -75 -0.9%
RLH
548
RD Lewis Holdings
Florida
$903K +$25.7K +225 +3%
CCM
549
Coldstream Capital Management
Washington
$896K +$30.9K +277 +4%
Wolverine Trading
550
Wolverine Trading
Illinois
$895K -$1.8M -15,982 -67%
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