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Novartis

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
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
1101
HHM Wealth Advisors
Tennessee
$167K
AT
1102
Avalon Trust
New Mexico
$167K -$4.24K -38 -2%
CCAM
1103
Cascades Capital Asset Management
North Carolina
$166K +$166K +1,493 New
CIAM
1104
Caitong International Asset Management
Hong Kong
$165K +$165K +1,482 New
AWM
1105
AllSquare Wealth Management
New York
$165K
PWA
1106
Physician Wealth Advisors
Utah
$162K +$1.67K +15 +1%
UCB
1107
United Community Bank
South Carolina
$161K
PSB
1108
Piscataqua Savings Bank
New Hampshire
$159K
HBT
1109
Hills Bank & Trust
Iowa
$157K -$4.35K -39 -3%
TFA
1110
Transamerica Financial Advisors
Florida
$153K -$8.15K -73 -5%
NSIM
1111
North Star Investment Management
Illinois
$151K
CA
1112
CoreCap Advisors
Michigan
$150K -$81.3K -729 -35%
CWP
1113
Concord Wealth Partners
Virginia
$148K -$8.03K -72 -5%
LFG
1114
Larson Financial Group
Missouri
$146K +$13.2K +118 +10%
RI
1115
Ridgewood Investments
New Jersey
$146K
MHR
1116
Matthew Hamilton Rosenberg
$146K
MMG
1117
Monetary Management Group
Missouri
$140K
GIA
1118
GHP Investment Advisors
Colorado
$139K -$28.1K -252 -17%
Nisa Investment Advisors
1119
Nisa Investment Advisors
Missouri
$136K +$22.3K +200 +20%
TC
1120
Tacita Capital
Ontario, Canada
$134K
EWM
1121
Evermay Wealth Management
Virginia
$130K
NC
1122
North Capital
Utah
$130K +$130K +1,163 New
CSPIA
1123
Cary Street Partners Investment Advisory
Virginia
$129K +$95K +852 +281%
SS
1124
SBI Securities
Japan
$128K +$17.2K +154 +16%
FDCP
1125
Foster Dykema Cabot & Partners
Massachusetts
$126K -$7.97K -69 -6%