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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
BPWM
1101
Badgley Phelps Wealth Managers
Washington
$217K
TW
1102
TritonPoint Wealth
Maryland
$217K
PA
1103
PFG Advisors
Arizona
$216K
CCA
1104
Cobblestone Capital Advisors
New York
$216K
FC
1105
Fairscale Capital
New Hampshire
$216K
SC
1106
Sapient Capital
Indiana
$215K
MFG
1107
MidWestOne Financial Group
Iowa
$215K
SCM
1108
Schnieders Capital Management
California
$214K
GAG
1109
GM Advisory Group
New York
$214K
PRTG
1110
Post Resch Tallon Group
New York
$214K
KA
1111
Kovack Advisors
Florida
$212K
CPA
1112
Capital Performance Advisors
California
$211K
LNB
1113
Ledyard National Bank
$210K
TCWM
1114
Total Clarity Wealth Management
Illinois
$210K
BFWA
1115
Benchmark Financial Wealth Advisors
Florida
$210K
MGWM
1116
Marks Group Wealth Management
Minnesota
$210K
HIA
1117
Harbor Investment Advisory
Maryland
$210K
WA
1118
Westfuller Advisors
New York
$209K
SIA
1119
Soltis Investment Advisors
Utah
$208K
MAM
1120
Madison Asset Management
Wisconsin
$208K
CFS
1121
CRA Financial Services
New Jersey
$207K
CWM
1122
Centurion Wealth Management
Virginia
$205K
AT
1123
Avalon Trust
New Mexico
$204K
BM
1124
Berman McAleer
Maryland
$203K
BLC
1125
Brown, Lisle/Cummings
Rhode Island
$202K