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Novartis

1,368 hedge funds and large institutions have $17.1B invested in Novartis in 2025 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 466 increasing their positions, 473 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

1% less repeat investments, than reductions

Existing positions increased: 466 | Existing positions reduced: 473

34% less call options, than puts

Call options by funds: $261M | Put options by funds: $398M

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
1,368
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$261M
Puts
$398M
Net Calls
Net Calls Change

Top Buyers

1 +$282M
2 +$92.4M
3 +$61.6M
4
Goldman Sachs
Goldman Sachs
New York
+$52.3M
5
HL
Harding Loevner
New Jersey
+$40.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
1076
Private Wealth Partners
California
$232K
JTWM
1077
Jackson Thornton Wealth Management
Alabama
$231K
VBA
1078
von Borstel & Associates
Oregon
$231K
FCB
1079
First County Bank
Connecticut
$230K
ERSOT
1080
Employees Retirement System of Texas
Texas
$230K
LSA
1081
Lion Street Advisors
Texas
$229K
ANBT
1082
American National Bank & Trust
Texas
$229K
PCA
1083
Pallas Capital Advisors
Massachusetts
$229K
FP
1084
Financial Perspectives
Minnesota
$227K
GFWA
1085
Grey Fox Wealth Advisors
Delaware
$227K
OPWM
1086
Oregon Pacific Wealth Management
Oregon
$227K
AWP
1087
Abacus Wealth Partners
California
$226K
BFC
1088
Blue Fin Capital
Rhode Island
$226K
CA
1089
Capital Advantage
California
$225K
PFSC
1090
Peoples Financial Services Corp
Pennsylvania
$225K
MWM
1091
Marietta Wealth Management
Georgia
$225K
FWA
1092
FSM Wealth Advisors
Ohio
$225K
RRA
1093
Round Rock Advisors
Connecticut
$224K
GB
1094
Goepper Burkhardt
South Carolina
$224K
VCA
1095
Verdence Capital Advisors
Maryland
$223K
SL
1096
Summitry LLC
California
$222K
BA
1097
Bristlecone Advisors
Washington
$221K
ACA
1098
Anchor Capital Advisors
Massachusetts
$220K
EA
1099
Ellsworth Advisors
Ohio
$220K
MWM
1100
Mattern Wealth Management
Kansas
$219K