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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 %
ATIA
601
American Trust Investment Advisors
New Hampshire
$749K +$82.5K +740 +12%
AWM
602
AE Wealth Management
Kansas
$748K +$54.4K +488 +8%
Allianz Asset Management
603
Allianz Asset Management
Germany
$747K +$123K +1,100 +20%
BI
604
Bradyco Inc
Massachusetts
$746K -$55.7K -500 -7%
FPAS
605
Focus Partners Advisor Solutions
Missouri
$745K +$254K +2,282 +52%
LF
606
Lantz Financial
Illinois
$737K +$14.7K +132 +2%
STA
607
Summit Trail Advisors
New York
$734K +$67K +580 +10%
FIM
608
Freedom Investment Management
Connecticut
$734K -$98K -879 -12%
NWAG
609
Net Worth Advisory Group
Utah
$734K -$52.3K -469 -7%
OPW
610
Osprey Private Wealth
New York
$733K +$733K +6,575 New
KFC
611
Klingenstein Fields & Co
New York
$730K -$27.9K -250 -4%
PBK
612
Peoples Bank (Kansas)
Kansas
$729K
GI
613
GAMMA Investing
California
$727K +$167K +1,500 +30%
SFS
614
Sowell Financial Services
Arkansas
$722K +$722K +6,481 New
LWCFA
615
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$721K -$37.4K -340 -5%
NRS
616
Neville Rodie & Shaw
New York
$720K
FB
617
Fulton Bank
Pennsylvania
$717K -$150K -1,342 -17%
M
618
MOTCO
Texas
$716K -$4.01K -36 -0.6%
SI
619
Stephens Inc
Arkansas
$711K -$11.5K -103 -2%
1832 Asset Management
620
1832 Asset Management
Ontario, Canada
$707K +$22.1K +198 +3%
LOIM
621
Liberty One Investment Management
Illinois
$703K -$16.1K -144 -2%
Twin Tree Management
622
Twin Tree Management
Texas
$702K -$2.75M -24,641 -80%
HI
623
Harbour Investments
Wisconsin
$701K -$131K -1,174 -16%
TI
624
TrueMark Investments
Illinois
$700K +$700K +6,275 New
WPC
625
Wedmont Private Capital
Pennsylvania
$699K +$16.5K +153 +2%