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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 %
HBW
1051
Hazlett, Burt & Watson
West Virginia
$225K -$4.34K -39 -2%
CFG
1052
Clayton Financial Group
Missouri
$224K -$17.1K -153 -7%
GWS
1053
Greykasell Wealth Strategies
California
$224K +$224K +2,013 New
CA
1054
Cornerstone Advisory
Maryland
$223K +$223K +2,018 New
SLG
1055
Stanley-Laman Group
Pennsylvania
$223K -$25.1K -225 -10%
PAM
1056
Peak Asset Management
Colorado
$223K +$223K +2,000 New
Bank Julius Baer & Co
1057
Bank Julius Baer & Co
Switzerland
$223K -$5.29K -42 -2%
RT
1058
Rockland Trust
Massachusetts
$223K -$33K -296 -13%
CC
1059
Courier Capital
New York
$223K +$223K +1,998 New
PP
1060
Pacifica Partners
Canada
$223K -$51.3K -457 -19%
WGCA
1061
Wolf Group Capital Advisors
Virginia
$222K +$222K +1,995 New
CWA
1062
Cura Wealth Advisors
Illinois
$222K +$222K +1,991 New
ET
1063
Equitable Trust
Tennessee
$222K +$222K +1,991 New
CWS
1064
Cypress Wealth Services
California
$221K +$221K +1,984 New
ICP
1065
Interchange Capital Partners
Pennsylvania
$221K -$10.6K -95 -5%
DDPIC
1066
Deroy & Devereaux Private Investment Counsel
Michigan
$220K +$220K +1,975 New
SMH
1067
Sanders Morris Harris
Texas
$219K +$219K +2,000 New
BFIM
1068
Beese Fulmer Investment Management
Ohio
$219K +$219K +1,960 New
GB
1069
Goepper Burkhardt
South Carolina
$217K +$217K +1,950 New
SMC
1070
Smith, Moore & Co
Missouri
$217K -$30.9K -277 -12%
WWM
1071
Western Wealth Management
Colorado
$216K +$216K +1,935 New
CRI
1072
Commonwealth Retirement Investments
Virginia
$215K +$215K +1,931 New
USB
1073
Union Savings Bank
Connecticut
$212K – – –
WA
1074
Wealthstream Advisors
New York
$212K -$18.4K -165 -8%
EW
1075
Evoke Wealth
California
$212K +$212K +1,839 New
41 42
43
44 45