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 %
SB
851
SIG Brokerage
New York
$361K +$361K +3,239 New
MW
852
Maia Wealth
Colorado
$360K +$2.41K +22 +0.7%
SFS
853
Stiles Financial Services
Minnesota
$357K -$5.91K -53 -2%
IWA
854
Icon Wealth Advisors
Texas
$355K +$18.3K +164 +5%
MSS
855
Mitchell Sinkler & Starr
Pennsylvania
$355K -$20.3K -182 -5%
PCA
856
Peddock Capital Advisors
Massachusetts
$355K +$6.47K +58 +2%
HCP
857
Hexagon Capital Partners
Arkansas
$353K -$8.58K -77 -2%
FHA
858
Flagship Harbor Advisors
Massachusetts
$351K -$77.6K -696 -18%
WC
859
Woodstock Corp
Massachusetts
$350K -$16.7K -150 -5%
PDL
860
Portfolio Design Labs
California
$350K +$33.1K +297 +10%
CCG
861
Cypress Capital Group
Florida
$350K -$2.23K -20 -0.6%
CCFCSB
862
Cape Cod Five Cents Savings Bank
Massachusetts
$350K – – –
RSWM
863
Robertson Stephens Wealth Management
California
$349K -$43.7K -392 -11%
MEG
864
Millstone Evans Group
Colorado
$349K – – –
V
865
ViaWealth
Kansas
$349K – – –
IA
866
Integrity Alliance
Iowa
$348K +$348K +3,124 New
HCA
867
Heck Capital Advisors
Wisconsin
$346K +$446 +4 +0.1%
DS
868
DRW Securities
Illinois
$346K +$346K +3,104 New
TFS
869
Thoroughbred Financial Services
Tennessee
$346K -$113K -1,017 -25%
DAS
870
Diversify Advisory Services
Utah
$345K -$176K -1,549 -34%
HP
871
Haven Private
Florida
$344K +$16.6K +149 +5%
TM
872
TigerOak Management
New Mexico
$344K -$1.34K -12 -0.4%
WCF
873
West Coast Financial
California
$344K – – –
BB
874
Busey Bank
Illinois
$344K +$26K +233 +8%
ATPW
875
Ashton Thomas Private Wealth
Arizona
$344K -$23.2K -201 -6%
33 34
35
36 37