NVS icon

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 %
HFS
976
Hopwood Financial Services
Virginia
$270K – – –
WA1
977
Wimmer Associates 1
California
$270K – – –
LKIM
978
Lawson Kroeker Investment Management
Nebraska
$268K -$4.46K -40 -2%
HCM
979
Hall Capital Management
Rhode Island
$267K -$275K -2,466 -51%
GLA
980
Good Life Advisors
Pennsylvania
$265K +$4.46K +40 +2%
ACM
981
Argyle Capital Management
Pennsylvania
$265K – – –
VST
982
Van Strum & Towne
California
$264K – – –
MIM
983
Merrion Investment Management
New Jersey
$264K -$18.4K -165 -7%
RA
984
Riversedge Advisors
Delaware
$264K +$264K +2,367 New
AC
985
Apella Capital
Connecticut
$264K +$264K +2,539 New
DCBT
986
Dakota Community Bank & Trust
North Dakota
$263K +$13.3K +119 +5%
ClearBridge Investments
987
ClearBridge Investments
New York
$262K – – –
KCM
988
Kendall Capital Management
Maryland
$261K – – –
SIC
989
Shoker Investment Counsel
Ohio
$260K – – –
KCFA
990
Key Client Fiduciary Advisors
New Jersey
$260K – – –
FAIM
991
Financial Advocates Investment Management
Washington
$259K -$725K -6,501 -74%
OC
992
Oakworth Capital
Alabama
$259K – – –
Empower Advisory Group
993
Empower Advisory Group
Colorado
$257K +$257K +2,306 New
PJSIMP
994
P.J. Schmidt Investment Management (PJS)
Wisconsin
$256K – – –
RTC
995
Riverview Trust Company
Washington
$256K -$164K -1,467 -39%
WPP
996
Whalerock Point Partners
Rhode Island
$255K – – –
MLL
997
Moody Lynn & Lieberson
Massachusetts
$255K – – –
HWM
998
Horizon Wealth Management
Illinois
$255K -$3.68K -33 -1%
XT
999
XTX Topco
Cayman Islands
$254K -$903K -8,098 -78%
BBA
1000
Braun-Bostich & Associates
Pennsylvania
$254K +$6.58K +59 +3%
38 39
40
41 42