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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 %
FMI
1026
F/M Investments
District of Columbia
$240K – – –
AF
1027
Apexium Financial
Texas
$239K +$239K +2,144 New
RWMG
1028
Redwood Wealth Management Group
New Jersey
$239K -$8.36K -75 -3%
BTW
1029
Boston Trust Walden
Massachusetts
$239K -$7.25K -65 -3%
CC
1030
Chicago Capital
Illinois
$238K +$238K +2,138 New
Koshinski Asset Management
1031
Koshinski Asset Management
Illinois
$238K – – –
IA
1032
IFP Advisors
Florida
$238K +$45.4K +407 +24%
PFG
1033
Prospect Financial Group
Virginia
$238K +$557 +5 +0.2%
ERWM
1034
Elk River Wealth Management
Colorado
$238K – – –
RMDI
1035
R.M. Davis Inc
Maine
$237K -$5.02K -45 -2%
CA
1036
Claro Advisors
Massachusetts
$236K -$205K -1,835 -46%
AWM
1037
Angeles Wealth Management
California
$236K -$126K -1,131 -35%
GP
1038
Guardian Partners
Canada
$236K -$3.86K -35 -2%
BIA
1039
Barry Investment Advisors
Massachusetts
$234K -$1.78K -16 -0.8%
NRC
1040
New Republic Capital
North Carolina
$234K -$27K -242 -10%
WPW
1041
Warther Private Wealth
Ohio
$233K +$233K +2,092 New
SGK
1042
Steigerwald Gordon & Koch
Virginia
$233K – – –
PCP
1043
Proficio Capital Partners
Massachusetts
$232K -$25.4K -228 -10%
PFSC
1044
Peoples Financial Services Corp
Pennsylvania
$232K – – –
PT
1045
Plimoth Trust
Massachusetts
$230K -$9.03K -81 -4%
CAI
1046
Capital Advisors Inc
Oklahoma
$230K +$230K +2,066 New
NFP
1047
Narus Financial Partners
Utah
$230K -$29.5K -265 -11%
CAM
1048
Claret Asset Management
Quebec, Canada
$229K – – –
CWM
1049
Connecticut Wealth Management
Connecticut
$229K -$11.1K -100 -5%
LWM
1050
Liberty Wealth Management
California
$228K -$56K -502 -20%
40 41
42
43 44