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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 %
AIP
901
Almanack Investment Partners
Pennsylvania
$328K -$11.6K -104 -3%
PI
902
PFG Investments
New York
$328K -$12.9K -116 -4%
WHC
903
Wulff, Hansen & Co
California
$327K -$1.67K -15 -0.5%
WPW
904
Watershed Private Wealth
Illinois
$327K +$327K +2,930 New
FMWA
905
Forvis Mazars Wealth Advisors
Missouri
$326K +$21.2K +190 +7%
CFG
906
Carr Financial Group
Massachusetts
$326K -$263K -2,357 -45%
TF
907
Tompkins Financial
New York
$324K – – –
GCM
908
Genus Capital Management
British Columbia, Canada
$323K +$323K +2,895 New
FFS
909
Founders Financial Securities
Maryland
$322K +$9.8K +87 +3%
AIA
910
Armor Investment Advisors
North Carolina
$321K – – –
HNWAG
911
High Net Worth Advisory Group
Florida
$320K – – –
VC
912
Vicus Capital
Pennsylvania
$320K – – –
OL
913
one8zero8 LLC
North Carolina
$319K – – –
AA
914
Argent Advisors
Louisiana
$319K +$21.2K +190 +7%
BFW
915
Brady Family Wealth
Missouri
$316K – – –
KMWM
916
Keudell/Morrison Wealth Management
Oregon
$315K +$11.6K +104 +4%
GTAM
917
Global Trust Asset Management
Florida
$315K – – –
AA
918
Ancora Advisors
Ohio
$313K -$30K -269 -9%
RFO
919
RiverGlades Family Offices
Florida
$312K – – –
FPW
920
Flywheel Private Wealth
California
$312K – – –
AIIMS
921
Analyst IMS Investment Management Services
Israel
$310K – – –
CS
922
Cannell & Spears
New York
$310K -$308K -2,767 -50%
EIM
923
Essex Investment Management
Massachusetts
$309K – – –
OAM
924
Occidental Asset Management
California
$309K +$8.7K +78 +3%
AWM
925
Aprio Wealth Management
Georgia
$308K +$308K +2,762 New
35 36
37
38 39