NVS icon

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 %
LC
776
Lindbrook Capital
California
$431K +$5.35K +48 +1%
GM
777
GeoWealth Management
Illinois
$430K -$341K -3,057 -44%
CIA
778
Cohen Investment Advisors
New Hampshire
$430K +$4.91K +44 +1%
PHK
779
Point72 Hong Kong
Hong Kong
$428K +$428K +3,842 New
NI
780
Natural Investments
California
$427K -$1.34K -12 -0.3%
CPBTD
781
Central Pacific Bank - Trust Division
Hawaii
$424K -$33.4K -300 -7%
BMO
782
Beck Mack & Oliver
New York
$424K
DOA
783
D'Orazio & Associates
Virginia
$423K +$12K +108 +3%
HBWM
784
Hollow Brook Wealth Management
New York
$422K
RRA
785
Round Rock Advisors
Connecticut
$418K
CWM
786
Cornerstone Wealth Management
Missouri
$417K +$55.5K +498 +15%
GT
787
Glenview Trust
Kentucky
$414K +$111 +1 +0%
RCA
788
Resonant Capital Advisors
Wisconsin
$414K +$105K +913 +34%
NDSI
789
Newman Dignan & Sheerar Inc
Rhode Island
$412K
IFWM
790
Institute for Wealth Management
Colorado
$412K -$111 -1 -0%
PFP
791
Pinnacle Financial Partners
Tennessee
$411K -$119K -1,083 -22%
Financial Engines Advisors
792
Financial Engines Advisors
California
$411K +$4.68K +42 +1%
RCM
793
RNC Capital Management
California
$410K +$14.6K +131 +4%
KAM
794
Knightsbridge Asset Management
California
$410K -$19.7K -177 -5%
WB
795
WesBanco Bank
West Virginia
$408K
SVWAG
796
Sound View Wealth Advisors Group
Georgia
$408K
RF
797
Roxbury Financial
New Jersey
$408K -$3.38K -31 -0.8%
BHBT
798
Burke & Herbert Bank & Trust
Virginia
$407K
VC
799
Veracity Capital
Georgia
$406K -$20.3K -182 -5%
CTC
800
Cetera Trust Company
Minnesota
$404K