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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 %
AOI
676
Auto-Owners Insurance
Michigan
$592K -$3.59M -38,750 -86%
GCM
677
Gallacher Capital Management
Colorado
$588K +$24.4K +219 +4%
EWM
678
Empirical Wealth Management
Washington
$587K -$38.8K -348 -6%
SCM
679
SCS Capital Management
Massachusetts
$586K +$586K +5,210 New
AWM
680
Axxcess Wealth Management
California
$581K -$209K -1,875 -26%
CB
681
Cadence Bank
Mississippi
$579K -$2.45K -22 -0.4%
Walleye Capital
682
Walleye Capital
New York
$575K +$562K +5,038 +4,198%
DTC
683
Davidson Trust Company
Washington
$573K -$643K -5,771 -53%
AIM
684
Alhambra Investment Management
Florida
$572K +$892 +8 +0.2%
CWM
685
Circle Wealth Management
New Jersey
$571K – – –
BIAS
686
Beacon Investment Advisory Services
New Jersey
$569K -$233K -2,094 -29%
PP
687
Paloma Partners
Connecticut
$569K +$569K +5,102 New
JWA
688
JFS Wealth Advisors
Pennsylvania
$567K +$19.8K +178 +4%
CAL
689
Capital Analysts LLC
Pennsylvania
$567K – – –
CFP
690
Cascade Financial Partners
California
$566K -$89.2K -800 -14%
SG Americas Securities
691
SG Americas Securities
New York
$563K -$591K -5,298 -51%
NP
692
Nilsine Partners
Colorado
$559K -$38.6K -346 -6%
NCM
693
Northwest Capital Management
Oregon
$557K – – –
CI
694
Corient IA
Florida
$557K +$557K +5,000 New
SI
695
Seeds Investor
New York
$557K -$24.6K -221 -4%
CT
696
Chicago Trust
Illinois
$557K +$78.8K +707 +16%
BW
697
BXM Wealth
Colorado
$555K -$3.35K -30 -0.6%
PAMG
698
Patton Albertson Miller Group
Tennessee
$553K -$51.8K -465 -9%
VBCG
699
Valley Brook Capital Group
Pennsylvania
$553K – – –
AWM
700
Avior Wealth Management
Nebraska
$551K -$704K -6,313 -56%
26 27
28
29 30