NVS icon

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 %
AMIM
801
Aull & Monroe Investment Management
Alabama
$404K -$2.23K -20 -0.5%
AP
802
Adero Partners
California
$404K +$117K +1,053 +41%
PB
803
Pinnacle Bancorp
Nebraska
$403K -$10.8K -97 -3%
BWP
804
BSW Wealth Partners
Colorado
$401K -$398K -3,569 -50%
CCM
805
Crew Capital Management
Ohio
$401K – – –
PCM
806
Pointe Capital Management
Michigan
$401K – – –
CT
807
Colonial Trust
South Carolina
$400K +$334 +3 +0.1%
WA
808
Wealth Alliance
New York
$399K +$16.6K +149 +4%
SW
809
Simplicity Wealth
New Jersey
$398K -$5.69K -51 -1%
WKWM
810
Walter & Keenan Wealth Management
Indiana
$396K – – –
FAM
811
Formidable Asset Management
Ohio
$396K +$31.8K +285 +9%
MGIA
812
Moneta Group Investment Advisors
Missouri
$396K +$19.3K +173 +5%
HIIFS
813
Harel Insurance Investments & Financial Services
Israel
$393K -$37.7K -329 -9%
LJAC
814
L.J. Altfest & Co
New York
$392K +$30.1K +270 +8%
ACC
815
Acorn Creek Capital
Colorado
$391K +$15.9K +143 +4%
DDC
816
DF Dent & Co
Maryland
$390K +$4.13K +37 +1%
CI
817
Cherokee Insurance
Michigan
$390K – – –
LG
818
LaFleur & Godfrey
Michigan
$390K – – –
KCM
819
Kanawha Capital Management
Virginia
$390K +$17.2K +154 +5%
MIA
820
MMBG Investment Advisors
Florida
$389K – – –
FCH
821
Freestone Capital Holdings
Washington
$388K -$29.7K -266 -7%
MFF
822
Michels Family Financial
Texas
$388K – – –
LA
823
Latitude Advisors
Florida
$388K – – –
OL
824
Optas LLC
Texas
$387K -$7.58K -68 -2%
HAM
825
Hickory Asset Management
Ohio
$386K -$13K -117 -3%
31 32
33
34 35