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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 %
MWA
951
Meridian Wealth Advisors
Texas
$290K – – –
CPRC
952
Consolidated Portfolio Review Corp
New York
$290K – – –
JC
953
Jacobs & Co
California
$289K -$16.7K -150 -5%
KFI
954
Key Financial Inc
Pennsylvania
$289K -$58.4K -524 -17%
FCA
955
FLC Capital Advisors
California
$288K – – –
RF
956
Rossby Financial
Florida
$288K +$288K +2,565 New
CIA
957
Compass Ion Advisors
Pennsylvania
$287K – – –
ES
958
Eagle Strategies
New York
$286K – – –
GWM
959
GSB Wealth Management
Connecticut
$286K +$111 +1 +0%
BP
960
BBR Partners
New York
$286K – – –
AEPWM
961
Atlantic Edge Private Wealth Management
Florida
$285K – – –
PTP
962
Platform Technology Partners
New York
$282K -$11.2K -100 -4%
OWA
963
Opal Wealth Advisors
New York
$280K +$12.5K +112 +5%
CPIG
964
Chicago Partners Investment Group
Illinois
$279K +$12K +107 +4%
SIG
965
Stonegate Investment Group
Alabama
$277K +$277K +2,488 New
CW
966
CreativeOne Wealth
Kansas
$276K +$22K +197 +9%
CAAS
967
Capital Asset Advisory Services
Michigan
$275K +$275K +2,484 New
LFA
968
Laraway Financial Advisors
Minnesota
$275K – – –
BGAI
969
Bruce G. Allen Investments
Colorado
$274K +$446 +4 +0.2%
CIAS
970
CFS Investment Advisory Services
New Jersey
$274K -$558 -5 -0.2%
FFA
971
Founders Financial Alliance
North Carolina
$274K -$3.01K -27 -1%
EL
972
Essex LLC
Illinois
$273K – – –
SSWM
973
Sheets Smith Wealth Management
North Carolina
$273K – – –
MJP
974
Michael J. Puzo
$271K -$72.5K -650 -21%
NPF
975
Norris Perne & French
Michigan
$271K – – –
37 38
39
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