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Novartis

1,346 hedge funds and large institutions have $15.8B invested in Novartis in 2025 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 486 increasing their positions, 462 reducing their positions, and 72 closing their positions.

Holders
1,346
Holders Change
+8
Holders Change %
+0.6%
% of All Funds
18.08%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
116
Increased
486
Reduced
462
Closed
72
Calls
$173M
Puts
$205M
Net Calls
-$31.6M
Net Calls Change
+$3.29M
Name Market Value Shares Shares
Change
Shares
Change %
WFMPM
51
Woodley Farra Manion Portfolio Management
Indiana
$41.3M 340,919 +2,662 +0.8%
Cerity Partners
52
Cerity Partners
New York
$41M 338,755 +1,382 +0.4%
Two Sigma Investments
53
Two Sigma Investments
New York
$40.5M 334,499 +254,389 +318%
DADC
54
D.A. Davidson & Co
Montana
$40M 330,621 -68,710 -17%
AssetMark Inc
55
AssetMark Inc
California
$38.7M 319,908 +50,968 +19%
Bank of New York Mellon
56
Bank of New York Mellon
New York
$38.3M 316,360 -225,937 -42%
SC
57
Saturna Capital
Washington
$38.2M 315,876 -4,290 -1%
HL
58
Harding Loevner
New Jersey
$37.9M 313,527 +313,527 New
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$37.6M 310,389 +86,351 +39%
CPC
60
Cookson Peirce & Co
Pennsylvania
$32.4M 267,535 +45,408 +20%
MT
61
Midwest Trust
Kansas
$32.3M 266,893 +266,893 New
OSAM
62
O'Shaughnessy Asset Management
Connecticut
$32.1M 264,985 +9,388 +4%
TRSOTSOK
63
Teachers Retirement System of the State of Kentucky
Kentucky
$30.7M 253,850 +7,600 +3%
Stifel Financial
64
Stifel Financial
Missouri
$29.4M 243,345 +11,488 +5%
HighTower Advisors
65
HighTower Advisors
Illinois
$29.4M 242,660 +4,819 +2%
BIP
66
Brandes Investment Partners
California
$29M 239,282 +14,275 +6%
Mariner
67
Mariner
Kansas
$27.5M 227,371 +11,375 +5%
PL
68
Parkwood LLC
Ohio
$27.5M 227,300 +120,923 +114%
US Bancorp
69
US Bancorp
Minnesota
$27M 223,060 -22,670 -9%
Charles Schwab
70
Charles Schwab
California
$26.9M 222,630 +37,027 +20%
FFB
71
First Financial Bankshares
Texas
$26.9M 221,898 +4,479 +2%
MIM
72
Martin Investment Management
Florida
$26.5M 219,258 -13,495 -6%
Citigroup
73
Citigroup
New York
$25.9M 214,021 -23,338 -10%
OAM
74
Oppenheimer Asset Management
New York
$25.4M 209,522 -2,794 -1%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$25.3M 208,817 -11,362 -5%