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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 %
IWM
926
IHT Wealth Management
Illinois
$307K +$39.6K +355 +15%
IPW
927
Intergy Private Wealth
Colorado
$307K +$11.6K +104 +4%
AA
928
Addison Advisors
Vermont
$305K -$5.8K -52 -2%
LI
929
LRI Investments
Florida
$305K – – –
GWANC
930
Guardian Wealth Advisors (North Carolina)
North Carolina
$305K – – –
NG
931
Northstar Group
New York
$304K – – –
X
932
Xponance
Pennsylvania
$304K +$13.9K +125 +5%
APF
933
Alaska Permanent Fund
Alaska
$303K – – –
FRA
934
Frank Rimerman Advisors
California
$302K +$302K +2,711 New
PCMN
935
Paradigm Capital Management (Nevada)
Nevada
$301K -$27.3K -245 -8%
PTC
936
Philadelphia Trust Company
Pennsylvania
$301K -$1.56K -14 -0.5%
WAAG
937
Wealth Alliance Advisory Group
Kansas
$301K – – –
CMS
938
Capital Market Strategies
Florida
$301K – – –
AWAU
939
Alliance Wealth Advisors (Utah)
Utah
$301K +$17.9K +161 +6%
KFA
940
Kapstone Financial Advisors
Ohio
$300K – – –
LCGC
941
Legacy Capital Group California
California
$299K -$8.7K -78 -3%
RC
942
Roundview Capital
New Jersey
$296K -$16.6K -149 -5%
CBTWT
943
Community Bank & Trust (Waco, Texas)
Texas
$296K – – –
EWM
944
Elmwood Wealth Management
California
$296K -$5.69K -51 -2%
MFG
945
Magnus Financial Group
New York
$295K +$446 +4 +0.2%
GIA
946
Gateway Investment Advisers
Ohio
$295K +$295K +2,642 New
JHC
947
J. Hagan Capital
Kentucky
$293K +$293K +3,010 New
SAA
948
Southeast Asset Advisors
Georgia
$292K – – –
HSA
949
HBK Sorce Advisory
Pennsylvania
$291K +$30.3K +272 +12%
MA
950
MONECO Advisors
Connecticut
$290K +$290K +2,603 New
36 37
38
39 40