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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
SOW
1151
State of Wyoming
Wyoming
$135K
GEA
1152
Glen Eagle Advisors
New Jersey
$129K
DF
1153
Dunhill Financial
United Kingdom
$128K
RS
1154
Rakuten Securities
Japan
$127K
GWSG
1155
GPS Wealth Strategies Group
Colorado
$126K
PW
1156
Pandora Wealth
Illinois
$125K
HNW
1157
High Note Wealth
Minnesota
$125K
CNBTD
1158
Citizens National Bank Trust Department
Mississippi
$119K
RAM
1159
Ramirez Asset Management
New York
$115K
RFP
1160
Root Financial Partners
California
$115K
CFS
1161
CGC Financial Services
Oregon
$112K
CSB
1162
City State Bank
Iowa
$110K
CA
1163
Crewe Advisors
Utah
$105K
EDRH
1164
Edmond de Rothschild Holding
Switzerland
$103K
CBT
1165
Crews Bank & Trust
Florida
$101K
ST
1166
Smithfield Trust
Pennsylvania
$99K
GBT
1167
Grove Bank & Trust
Florida
$96.4K
WTA
1168
Washington Trust Advisors
Massachusetts
$94.7K
GSWM
1169
Golden State Wealth Management
California
$91K
1L
1170
10Elms LLP
Oklahoma
$89.8K
EPIM
1171
Evelyn Partners Investment Management
$89.8K
CT
1172
Clearstead Trust
Maine
$89.3K
BL
1173
BFSG LLC
California
$89.1K
MIA
1174
MeadowBrook Investment Advisors
Michigan
$88K
HDIM
1175
Hanson & Doremus Investment Management
Vermont
$86K