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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 %
OBGC
651
O'Brien Greene & Co
Pennsylvania
$635K
KSB
652
Kennebec Savings Bank
Maine
$635K +$45.9K +412 +8%
SIC
653
Salem Investment Counselors
North Carolina
$628K -$105K -915 -14%
CWM
654
Cordatus Wealth Management
Pennsylvania
$618K +$39.9K +358 +7%
CFO
655
CVA Family Office
Colorado
$618K -$20.1K -180 -3%
EGA
656
E&G Advisors
Texas
$617K -$11.1K -100 -2%
PTC
657
Private Trust Company
Ohio
$617K +$39.9K +358 +7%
RCAG
658
Rehmann Capital Advisory Group
Michigan
$615K +$2.45K +22 +0.4%
RFC
659
Regions Financial Corp
Alabama
$614K -$56.4K -506 -8%
CHP
660
Cable Hill Partners
Oregon
$613K -$316K -2,784 -34%
TPI
661
Trust Point Inc
Wisconsin
$613K +$613K +5,496 New
RCM
662
Radnor Capital Management
Pennsylvania
$608K
DT
663
Diversified Trust
Tennessee
$608K +$37.1K +333 +7%
MLA
664
MB, Levis & Associates
Pennsylvania
$603K
HTHT
665
Hemenway Trust Hemenway Trust
New Hampshire
$602K -$162K -1,451 -21%
MWM
666
Modera Wealth Management
New Jersey
$602K -$41.8K -375 -6%
CIG
667
Cullen Investment Group
Louisiana
$602K -$23.4K -210 -4%
FTWA
668
Fifth Third Wealth Advisors
Ohio
$601K +$199K +1,787 +50%
SCP
669
Sivia Capital Partners
California
$600K +$8.36K +75 +1%
GI
670
Gradient Investments
Minnesota
$599K +$10.1K +91 +2%
AWM
671
Ariadne Wealth Management
California
$599K -$63.3K -582 -10%
AWM
672
Allen Wealth Management
North Carolina
$599K
VH
673
Visionary Horizons
Tennessee
$598K -$80.3K -720 -12%
OC
674
Oarsman Capital
Wisconsin
$597K -$26.8K -240 -4%
FWM
675
Forza Wealth Management
Florida
$596K