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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 %
KWM
576
Kingsview Wealth Management
Oregon
$811K -$19.8K -178 -2%
JIC
577
Joel Isaacson & Co
New York
$809K +$288K +2,584 +55%
EFS
578
Essex Financial Services
Connecticut
$804K +$19.1K +171 +2%
VPI
579
Value Partners Investments
Manitoba, Canada
$791K -$256K -2,292 -24%
SCA
580
St. Clair Advisors
Ohio
$791K – – –
JCM
581
Jacobi Capital Management
Pennsylvania
$790K +$34.6K +310 +5%
JFA
582
JNBA Financial Advisors
Minnesota
$789K -$70K -628 -8%
MIC
583
Means Investment Company
Maine
$788K -$26.8K -240 -3%
GIA
584
Gladstone Institutional Advisory
Florida
$787K +$9.48K +85 +1%
RBC
585
Romano Brothers & Co
Illinois
$784K -$30.7K -275 -4%
BIG
586
Brooklyn Investment Group
New York
$783K +$720K +6,463 +1,148%
AIM
587
Anchor Investment Management
South Carolina
$783K -$55.7K -500 -7%
GJWM
588
Gilliland Jeter Wealth Management
Arkansas
$778K +$40.4K +362 +5%
DW30
589
Drucker Wealth 3.0
New Jersey
$775K -$164K -1,471 -17%
CWA
590
Crux Wealth Advisors
California
$772K +$312K +2,796 +68%
BDS
591
Banco de Sabadell
Florida
$772K +$5.7K +51 +0.7%
CAM
592
Cypress Asset Management
Texas
$766K -$23.1K -207 -3%
KP
593
Keel Point
Alabama
$766K +$20.4K +183 +3%
KB
594
Kimelman & Baird
New York
$764K – – –
BTI
595
Blue Trust Inc
Georgia
$762K -$27.5K -247 -3%
MA
596
Mezzasalma Advisors
New Jersey
$760K -$9.36K -84 -1%
OIA
597
OneDigital Investment Advisors
Kansas
$759K -$17.9K -161 -2%
KIG
598
Kennedy Investment Group
New Jersey
$758K -$3.46K -31 -0.5%
DWA
599
Douglass Winthrop Advisors
New York
$756K -$7.8K -70 -1%
CSP
600
Cary Street Partners
Virginia
$752K -$155K -1,387 -17%
22 23
24
25 26