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Novartis
NVS

Overview Fund Activity

1,346 hedge funds and large institutions have $15.8B invested in Novartis in 2025 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 486 increasing their positions, 462 reducing their positions, and 72 closing their positions.

Holders
1,346
Holders Change
+8
Holders Change %
+0.6%
% of All Funds
18.08%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
116
Increased
486
Reduced
462
Closed
72
Calls
$173M
Puts
$205M
Net Calls
-$31.6M
Net Calls Change
+$3.29M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$915M
2
Optiver Holding
2
Optiver Holding
Netherlands
$62.3M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$68.4M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$1.1B
5
Millennium Management
5
Millennium Management
New York
$102M

Top Sellers

1
CIBC World Market
1
CIBC World Market
Ontario, Canada
$19.2M
2
NVCHI
2
New Vernon Capital Holdings II
New Jersey
$2.05M
3
Dodge & Cox
3
Dodge & Cox
California
$1.29B
4
Goldman Sachs
4
Goldman Sachs
New York
$308M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AA
76
ABC Arbitrage
France
$25.3M 208,708 +208,708 New
IHAM
77
Integral Health Asset Management
New York
$24.2M 200,000 -50,000 -20%
Invesco
78
Invesco
Georgia
$24.2M 199,958 +7,409 +4%
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$24.1M 199,413 -15,183 -7%
QCM
80
Quantinno Capital Management
New York
$24.1M 198,749 +39,102 +24%
PC
81
Promethos Capital
Massachusetts
$23.9M 197,585 +9,940 +5%
MAP
82
Managed Asset Portfolios
Michigan
$23.8M 197,040 +2,290 +1%
GGI
83
Godsey & Gibb Inc
Virginia
$23.8M 196,287 +830 +0.4%
QCM
84
QRG Capital Management
Illinois
$23.2M 191,635 +5,767 +3%
MML Investors Services
85
MML Investors Services
Massachusetts
$23.1M 191,161 +21,312 +13%
Brown Advisory
86
Brown Advisory
Maryland
$23M 190,121 -4,046 -2%
PE
87
Point72 Europe
United Kingdom
$22.5M 186,051 +83,792 +82%
Jones Financial Companies
88
Jones Financial Companies
Missouri
$20.8M 173,116 +17,671 +11%
DLA
89
Douglas Lane & Associates
New York
$20M 165,271 -4,204 -2%
FGI
90
Foresight Global Investors
New York
$20M 164,924 -22,901 -12%
GD
91
Grandfield & Dodd
New York
$19.6M 162,307 -918 -0.6%
CIBC World Market
92
CIBC World Market
Ontario, Canada
$19.2M 158,998 -1,704,000 -91%
M&T Bank
93
M&T Bank
New York
$19.2M 158,678 -547 -0.3%
OA
94
Oak Associates
Ohio
$19.1M 157,880 +5,481 +4%
Kovitz Investment Group Partners
95
Kovitz Investment Group Partners
Illinois
$18.4M 152,066 +97,904 +181%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$18.3M 151,265 +11,674 +8%
Wealth Enhancement Advisory Services
97
Wealth Enhancement Advisory Services
Minnesota
$17.9M 146,533 +5,780 +4%
Cetera Investment Advisers
98
Cetera Investment Advisers
Illinois
$17.8M 147,261 +20,733 +16%
WIC
99
Wilkins Investment Counsel
Massachusetts
$16.9M 139,420 -9,895 -7%
CIM
100
Coleford Investment Management
Canada
$16.8M 138,750 -750 -0.5%
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4
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