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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 %
BB
826
Berkshire Bank
Massachusetts
$386K -$18.3K -164 -5%
GQG Partners
827
GQG Partners
Florida
$385K
SEP
828
Southland Equity Partners
Missouri
$383K +$6.02K +54 +2%
SSWM
829
Smith Salley Wealth Management
North Carolina
$381K +$2.79K +25 +0.7%
S
830
Sachetta
Massachusetts
$381K -$9.6K -86 -2%
TSW
831
Three Seasons Wealth
Utah
$379K
RHAM
832
Round Hill Asset Management
California
$378K
PCA
833
Prosperity Capital Advisors
Ohio
$377K
WS
834
Wedbush Securities
California
$375K +$15.5K +139 +4%
BHWM
835
Bar Harbor Wealth Management
New Hampshire
$375K +$25.6K +230 +7%
GWM
836
Gitterman Wealth Management
New Jersey
$374K +$3.9K +35 +1%
EH
837
Equitable Holdings
New York
$374K -$44.7K -401 -11%
KWMG
838
King Wealth Management Group
Florida
$374K -$10.2K -92 -3%
PWP
839
Pursue Wealth Partners
California
$374K
PSFG
840
Prairie Sky Financial Group
Illinois
$373K
CFG
841
Certior Financial Group
Pennsylvania
$373K +$6.69K +60 +2%
FFG
842
Fiduciary Financial Group
California
$372K -$39.7K -384 -10%
HI
843
Hendershot Investments
Virginia
$371K
AWA
844
Arete Wealth Advisors
Illinois
$371K -$30.9K -277 -8%
LCM
845
LCM Capital Management
Illinois
$370K +$6.47K +58 +2%
JSW
846
Journey Strategic Wealth
New Jersey
$368K +$45.8K +411 +14%
NCM
847
Northside Capital Management
Oregon
$367K
HIP
848
HUB Investment Partners
Texas
$363K +$26.9K +241 +8%
CIAS
849
Capital Investment Advisory Services
North Carolina
$362K +$12.9K +116 +4%
PFWA
850
Paces Ferry Wealth Advisors
Georgia
$361K -$20.7K -186 -5%