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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 %
1L
1151
10Elms LLP
Oklahoma
$78K +$78K +700 New
CAM
1152
Costello Asset Management
Pennsylvania
$77.6K +$77.6K +696 New
BL
1153
BFSG LLC
California
$76.1K +$1.45K +13 +2%
MWM
1154
MorganRosel Wealth Management
Colorado
$75.2K +$75.2K +675 New
IAS
1155
IMA Advisory Services
Colorado
$73.8K +$73.8K +640 New
MMCM
1156
Murphy & Mullick Capital Management
New York
$72.5K
AWM
1157
Accredited Wealth Management
Kentucky
$72.1K
FFC
1158
First Financial Corp
Indiana
$67.8K
SO
1159
Sierra Ocean
California
$67.1K -$2.45K -22 -4%
W
1160
WealthCollab
Washington
$65.4K +$2.23K +20 +4%
SS
1161
Sunbelt Securities
Texas
$65.2K -$7.02K -63 -10%
GKIM
1162
GW&K Investment Management
Massachusetts
$65K +$35.3K +317 +119%
GFPC
1163
Global Financial Private Client
Florida
$64.9K
MTIC
1164
Missouri Trust & Investment Company
Missouri
$61.8K
DSC
1165
Duncker Streett & Co
Missouri
$61.5K
OCM
1166
Orion Capital Management
California
$59.4K
OIA
1167
Optimum Investment Advisors
Illinois
$59.1K
PAM
1168
Parvin Asset Management
South Dakota
$58.5K
PK
1169
Pflug Koory
Nebraska
$58.5K
CB
1170
Centennial Bank
Arkansas
$58K -$2.79K -25 -5%
ZBNA
1171
Zions Bancorporation, National Association
Utah
$56.7K +$56.7K +509 New
FPB
1172
First PREMIER Bank
South Dakota
$56K -$75.6K -675 -57%
PWA
1173
Provenance Wealth Advisors
Florida
$55.7K
JFGIW
1174
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$55.7K +$55.7K +500 New
PIS
1175
POM Investment Strategies
North Carolina
$55.2K +$51.2K +459 +1,275%