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Novartis

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
Name Holding Trade Value Shares
Change
Shares
Change %
BCP
1001
Berkeley Capital Partners
Georgia
$254K -$14.6K -131 -5%
CTA
1002
Colonial Trust Advisors
South Carolina
$254K +$198K +1,776 +355%
FSA
1003
Financial Security Advisor
Virginia
$252K
OFS
1004
OneAscent Financial Services
Alabama
$251K +$10.7K +97 +4%
RW
1005
RVW Wealth
California
$251K +$251K +2,248 New
FNB
1006
Farmers National Bank
Kentucky
$250K -$19.5K -175 -7%
AL
1007
Aspiriant LLC
California
$250K -$58.6K -526 -19%
TWP
1008
Tyche Wealth Partners
Texas
$250K -$334 -3 -0.1%
WDG
1009
Wealth Dimensions Group
Ohio
$250K
SWM
1010
SeaCrest Wealth Management
New York
$249K -$4.24K -38 -2%
PAM
1011
Paradigm Asset Management
New York
$248K
MKA
1012
M. Kulyk & Associates
Georgia
$248K -$19.2K -172 -7%
VF
1013
Virtu Financial
New York
$248K -$898K -8,051 -78%
EFSCE
1014
Enterprise Financial Services Corp (EFSC)
Missouri
$248K -$88.5K -794 -26%
MCM
1015
Mattern Capital Management
Colorado
$246K
EL
1016
EWA LLC
Pennsylvania
$246K -$9.81K -88 -4%
DFG
1017
Delta Financial Group
New Jersey
$246K
GF
1018
Gimbal Financial
Indiana
$246K
OWA
1019
One Wealth Advisors
California
$245K +$245K +2,176 New
BBW
1020
Blue Barn Wealth
Utah
$244K +$2.9K +26 +1%
PWPS
1021
Pinnacle Wealth Planning Services
Ohio
$243K +$243K +2,184 New
EWA
1022
EverSource Wealth Advisors
Alabama
$242K -$107K -961 -31%
CAM
1023
Cozad Asset Management
Illinois
$241K
VCWA
1024
Vanguard Capital Wealth Advisors
Colorado
$240K
CIC
1025
Chilton Investment Company
Connecticut
$240K