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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 %
IAS
726
Insigneo Advisory Services
Florida
$499K -$16.1K -144 -3%
BCM
727
Beddow Capital Management
Wyoming
$498K -$13.9K -125 -3%
WT
728
Washington Trust
Rhode Island
$498K -$22.3K -200 -4%
PFBT
729
Parkside Financial Bank & Trust
Missouri
$497K +$82.7K +742 +20%
AWG
730
Altus Wealth Group
Colorado
$495K +$495K +4,439 New
MCM
731
Mill Capital Management
North Carolina
$495K -$46K -413 -9%
TFA
732
Tranquilli Financial Advisor
New Jersey
$495K +$11.5K +103 +2%
BFC
733
Bedel Financial Consulting
Indiana
$491K – – –
VCM
734
Violich Capital Management
California
$490K – – –
RCG
735
Regatta Capital Group
California
$490K -$2.23K -20 -0.5%
LRIA
736
Leonard Rickey Investment Advisors
Washington
$487K +$18.7K +171 +4%
MWM
737
Meridian Wealth Management
Kentucky
$487K +$23.3K +209 +5%
CB
738
CNB Bank
Pennsylvania
$486K -$196K -1,761 -29%
SIA
739
Strategic Investment Advisors
Michigan
$486K -$35.5K -318 -7%
SF
740
Summit Financial
New Jersey
$482K -$21.7K -195 -4%
BTWM
741
Baker Tilly Wealth Management
Wisconsin
$481K +$59.6K +535 +14%
VAM
742
Verity Asset Management
North Carolina
$478K – – –
BCB
743
Brian C. Broderick
$476K -$424K -3,800 -47%
WG
744
Wealth Group
North Carolina
$476K -$6.58K -59 -1%
CH
745
Cromwell Holdings
Wyoming
$475K +$23K +199 +5%
CFMC
746
Curbstone Financial Management Corp
New Hampshire
$474K – – –
PWP
747
Principle Wealth Partners
Connecticut
$473K – – –
SMA
748
Seven Mile Advisory
New Jersey
$473K +$73K +655 +18%
CCM
749
Causeway Capital Management
California
$472K -$182K -1,630 -28%
PWAM
750
Pinnacle West Asset Management
Wyoming
$472K +$8.37K +75 +2%
28 29
30
31 32