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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 %
FSA
551
Fort Sheridan Advisors
Illinois
$895K +$446 +4 +0%
SRC
552
Sage Rhino Capital
California
$894K +$19.4K +174 +2%
FIA
553
Foundations Investment Advisors
Arizona
$893K -$9.04M -81,061 -91%
FDCDDQ
554
Federation des caisses Desjardins du Quebec
Quebec, Canada
$883K +$4.68K +42 +0.5%
MG
555
Mather Group
Illinois
$882K +$35.9K +322 +4%
IC
556
Iconiq Capital
California
$881K +$204K +1,833 +30%
NPT
557
Nixon Peabody Trust
Massachusetts
$874K -$3.86M -34,659 -82%
SCM
558
Shelton Capital Management
Colorado
$874K +$40.8K +366 +5%
MA
559
Montag & Associates
Georgia
$874K
SAI
560
Savvy Advisors Inc
New York
$867K +$64.7K +580 +8%
MWM
561
Modern Wealth Management
Kansas
$864K +$864K +7,755 New
TBT
562
Texas Bank & Trust
Texas
$859K -$10.1K -91 -1%
AWE
563
Avidian Wealth Enterprises
Texas
$854K +$22.3K +200 +3%
LDB
564
Lee, Danner & Bass
Tennessee
$852K -$17.6K -158 -2%
CP
565
Covenant Partners
Tennessee
$841K
VCM
566
Versant Capital Management
Arizona
$837K +$749K +6,722 +856%
MAM
567
Marotta Asset Management
Virginia
$836K +$30.7K +267 +4%
KFSC
568
Keystone Financial Services (Colorado)
Colorado
$835K +$13.2K +118 +2%
SW
569
SVB Wealth
Massachusetts
$827K -$169K -1,513 -17%
HFM
570
Hartford Funds Management
Pennsylvania
$825K +$17.3K +155 +2%
RA
571
Ruggaard & Associates
Ohio
$825K +$12.6K +113 +2%
BSB
572
Bangor Savings Bank
Maine
$823K -$122K -1,097 -13%
TCPW
573
Twin City Private Wealth
North Carolina
$820K -$55.8K -483 -6%
FOA
574
Five Oceans Advisors
California
$819K +$233K +2,087 +40%
CTC
575
Central Trust Company
Missouri
$817K +$28.5K +256 +4%