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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 %
MSFP
701
Mark Sheptoff Financial Planning
Connecticut
$548K – – –
SPC
702
Sigma Planning Corp
Michigan
$547K +$73.8K +657 +16%
FAT
703
First American Trust
California
$547K – – –
GFG
704
Goldstone Financial Group
Illinois
$543K -$30.4K -273 -5%
NSAM
705
North Star Asset Management
Wisconsin
$532K -$11.1K -100 -2%
Lazard Asset Management
706
Lazard Asset Management
New York
$526K -$6.57K -59 -1%
AHL
707
Abel Hall LLC
Louisiana
$526K +$103K +922 +24%
GA
708
Guerra Advisors
Florida
$524K +$524K +4,702 New
AC
709
AlphaCore Capital
California
$524K +$524K +4,700 New
CA
710
Cullinan Associates
Kentucky
$524K – – –
FCCM
711
First City Capital Management
Georgia
$523K +$7.02K +63 +1%
MFIM
712
Mesirow Financial Investment Management
Illinois
$521K -$11.1K -100 -2%
MAA
713
Mraz Amerine & Associates
California
$517K – – –
RPC
714
Rossmore Private Capital
Connecticut
$516K – – –
PWG
715
Portside Wealth Group
Utah
$515K -$55.2K -495 -10%
GC
716
Grimes & Company
Massachusetts
$515K +$15K +135 +3%
CWP
717
Cyndeo Wealth Partners
Florida
$515K -$11.7K -105 -2%
SP
718
Stablepoint Partners
Massachusetts
$507K – – –
IP
719
Intellectus Partners
California
$506K +$42K +377 +9%
MSA
720
Marino Stram & Associates
Massachusetts
$506K -$11.7K -105 -2%
IAA
721
Independent Advisor Alliance
North Carolina
$505K +$19.2K +172 +4%
ACA
722
Atlas Capital Advisors
Wyoming
$505K – – –
HDIM
723
Hanson & Doremus Investment Management
Vermont
$505K +$435K +3,903 +624%
ESB
724
Essex Savings Bank
Connecticut
$505K +$65.9K +591 +15%
CHAM
725
Clear Harbor Asset Management
Connecticut
$501K – – –
27 28
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