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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 %
CP
876
Canopy Partners
Ohio
$341K -$8.36K -75 -2%
BC
877
Belmont Capital
California
$341K
DA
878
Dillon & Associates
Michigan
$340K -$8.11K -73 -2%
WAP
879
Wealthcare Advisory Partners
Pennsylvania
$339K +$28.1K +252 +9%
FG
880
Foster Group
Iowa
$339K +$102K +916 +43%
KA
881
Klingman & Associates
New York
$338K +$36.2K +325 +12%
SWM
882
Spire Wealth Management
Virginia
$338K +$49.7K +446 +17%
FCBT
883
First Citizens Bank & Trust
North Carolina
$338K +$38.5K +345 +13%
PIA
884
Perennial Investment Advisors
California
$338K +$338K +3,029 New
PCS
885
Personal CFO Solutions
New Jersey
$337K -$210K -1,887 -38%
RFG
886
Range Financial Group
Oregon
$337K -$10.9K -98 -3%
BSTWA
887
Blake Schutter Theil Wealth Advisors
Ohio
$336K -$39.2K -352 -10%
SMA
888
Sage Mountain Advisors
Georgia
$336K +$21.9K +196 +7%
SL
889
Sentry LLC
Tennessee
$336K
CBT
890
CoreFirst Bank & Trust
Kansas
$336K +$78K +700 +30%
BIA
891
Beacon Investment Advisors
Maryland
$335K +$111 +1 +0%
FFN
892
Focus Financial Network
Minnesota
$335K -$6.02K -54 -2%
CF
893
Convergence Financial
Missouri
$334K -$95.3K -855 -22%
CAG
894
Crestwood Advisors Group
Massachusetts
$331K +$73.7K +661 +29%
QCIG
895
Quad-Cities Investment Group
Iowa
$331K +$29.5K +265 +10%
HWMG
896
Hurlow Wealth Management Group
Indiana
$331K
GL
897
Graypoint LLC
New York
$331K -$43.4K -389 -12%
SFWA
898
Summit Financial Wealth Advisors
Louisiana
$330K -$8.7K -78 -3%
WAM
899
Weatherly Asset Management
California
$330K
TNB
900
Thomasville National Bank
Georgia
$328K