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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 %
HSG
751
Helen Stephens Group
Texas
$471K
GS
752
GTS Securities
New York
$469K -$607K -5,441 -56%
MHC
753
May Hill Capital
Massachusetts
$467K +$163K +1,466 +54%
SG
754
StoneX Group
New York
$466K +$210K +1,843 +82%
CFSG
755
Community Financial Services Group
Vermont
$465K -$5.55M -49,785 -92%
WANY
756
Wealthspire Advisors (New York)
New York
$460K +$147K +1,319 +47%
PWAM
757
Private Wealth Asset Management
Iowa
$460K +$460K +4,122 New
CI
758
Cambiar Investors
Colorado
$459K -$13.1M -117,862 -97%
HPC
759
HM Payson & Co
Maine
$458K +$5.57K +50 +1%
PWMAG
760
Pinnacle Wealth Management Advisory Group
New Jersey
$458K +$5.46K +49 +1%
BEI
761
Benjamin Edwards Inc
Missouri
$456K -$3.66M -32,839 -89%
YIA
762
YHB Investment Advisors
Connecticut
$456K +$63.5K +570 +16%
ACP
763
Argyle Capital Partners
California
$453K
APWM
764
Argonautica Private Wealth Management
Massachusetts
$451K +$50.5K +453 +13%
SAM
765
S.A. Mason
Michigan
$450K
CIA
766
Capital Investment Advisors
Georgia
$447K -$21.1K -189 -4%
ANBT
767
American National Bank & Trust
Texas
$447K -$9.92K -89 -2%
RIG
768
RiverFront Investment Group
Virginia
$443K +$443K +3,970 New
AAP
769
Arax Advisory Partners
Colorado
$441K +$325K +2,920 +282%
TYCC
770
Texas Yale Capital Corp
Florida
$441K
MSAM
771
Moloney Securities Asset Management
Missouri
$438K +$8.03K +72 +2%
AAM
772
Aureus Asset Management
Massachusetts
$437K
TLCM
773
Twin Lakes Capital Management
California
$435K
MTC
774
McDaniel Terry & Co
Texas
$434K -$5.01K -45 -1%
TW
775
Traveka Wealth
California
$432K +$63.2K +567 +17%