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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 %
CCA
1076
Cobblestone Capital Advisors
New York
$210K +$210K +1,884 New
WF
1077
Wayfinding Financial
Washington
$210K +$210K +1,888 New
GFWA
1078
Grey Fox Wealth Advisors
Delaware
$210K +$210K +1,818 New
CFS
1079
CRA Financial Services
New Jersey
$209K +$209K +1,877 New
IF
1080
Intrua Financial
Texas
$209K -$43.3K -388 -17%
Mitsubishi UFJ Asset Management
1081
Mitsubishi UFJ Asset Management
Japan
$209K +$17.5K +157 +9%
BNP Paribas Financial Markets
1082
BNP Paribas Financial Markets
France
$208K -$10.7M -96,114 -98%
CWM
1083
Calamos Wealth Management
Illinois
$206K +$206K +1,852 New
HFRG
1084
Houlihan Financial Resource Group
Virginia
$206K +$206K +1,850 New
OPWM
1085
Oregon Pacific Wealth Management
Oregon
$205K +$205K +1,843 New
Thrivent Financial for Lutherans
1086
Thrivent Financial for Lutherans
Minnesota
$204K – – –
HIA
1087
Harbor Investment Advisory
Maryland
$204K – – –
TWA
1088
Trace Wealth Advisors
California
$203K +$203K +1,825 New
EM
1089
Excalibur Management
Massachusetts
$203K +$203K +1,820 New
GDP
1090
Great Diamond Partners
Maine
$203K +$203K +1,819 New
KAM
1091
Kazazian Asset Management
Florida
$203K +$203K +1,819 New
PWP
1092
Private Wealth Partners
California
$202K +$202K +1,812 New
FP
1093
Financial Perspectives
Minnesota
$198K – – –
TSMHT
1094
Thurston Springer Miller Herd & Titak
Indiana
$190K +$2.12K +19 +1%
BI
1095
Binnacle Investments
Iowa
$182K +$182K +1,631 New
CB
1096
Community Bank
New York
$181K – – –
BLC
1097
Brown, Lisle/Cummings
Rhode Island
$176K +$557 +5 +0.3%
WA
1098
Whipplewood Advisors
Colorado
$175K +$13K +120 +8%
FC
1099
Fairscale Capital
New Hampshire
$173K – – –
HWA
1100
Heritage Wealth Advisors
Virginia
$168K – – –
42 43
44
45 46