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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 %
NAM
626
NTV Asset Management
West Virginia
$694K
HWMO
627
Heritage Wealth Management (Ohio)
Ohio
$690K +$5.57K +50 +0.8%
BF
628
Brucke Financial
Indiana
$687K -$7.83K -69 -1%
DJSG
629
D.J. St. Germain
Massachusetts
$684K -$4.35K -39 -0.6%
PSP
630
Principal Street Partners
Tennessee
$678K -$111 -1 -0%
JWM
631
Jeppson Wealth Management
California
$678K
SC
632
Schulhoff & Co
Ohio
$675K -$17.4K -156 -3%
DWM
633
Dakota Wealth Management
Florida
$675K -$32.7K -293 -5%
FTA
634
Financial & Tax Architects
Missouri
$672K +$56.6K +508 +9%
MMPW
635
Mitchell McLeod Pugh & Williams
Alabama
$671K
BJL
636
Brighton Jones LLC
Washington
$670K -$16.3K -146 -2%
CG
637
CFO4Life Group
Texas
$668K -$70.2K -630 -10%
CF
638
Centaurus Financial
California
$666K -$32.4K -291 -5%
UB
639
UMB Bank
Missouri
$665K -$162K -1,451 -20%
GS
640
GWN Securities
Florida
$662K +$662K +6,058 New
HFO
641
Heritage Family Offices
Arizona
$654K -$26.9K -241 -4%
1WM
642
1900 Wealth Management
Texas
$650K
JWBC
643
J.W. Burns & Co
New York
$647K -$110K -987 -15%
CIA
644
Concurrent Investment Advisors
Florida
$646K +$184K +1,652 +40%
IP
645
Ignite Planners
California
$645K +$8.02K +72 +1%
HCM
646
Hutner Capital Management
Vermont
$643K -$14.5K -130 -2%
PM
647
Penbrook Management
New York
$642K
SWP
648
Sagespring Wealth Partners
Tennessee
$642K +$259K +2,325 +68%
SW
649
StrongBox Wealth
Missouri
$640K +$23.4K +210 +4%
SQA
650
Simon Quick Advisors
New Jersey
$639K +$164K +1,475 +35%