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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 %
MSWA
1176
Marshall & Sterling Wealth Advisors
New York
$54.6K -$5.46K -49 -9%
VWM
1177
Vermillion Wealth Management
Minnesota
$51.8K – – –
CWM
1178
Crowley Wealth Management
Delaware
$51.7K – – –
FMP
1179
Financial Management Professionals
Texas
$51.7K +$12.8K +115 +33%
DF
1180
Dunhill Financial
United Kingdom
$51.3K -$22.7K -204 -31%
CFD
1181
Creative Financial Designs
Indiana
$50.1K – – –
PWMG
1182
Prestige Wealth Management Group
New Jersey
$49K – – –
MCM
1183
Manchester Capital Management
Vermont
$46.3K – – –
GC
1184
Garde Capital
Washington
$45.2K +$45.2K +405 New
PCTC
1185
Perkins Coie Trust Company
Washington
$45.1K -$3.01K -27 -6%
FDW
1186
Fourth Dimension Wealth
Ohio
$44.6K – – –
BWL
1187
Bogart Wealth LLC
Virginia
$43.7K – – –
BA
1188
Bellwether Advisors
Nebraska
$43.4K – – –
AF
1189
Advisornet Financial
Minnesota
$42.5K +$3.79K +34 +10%
POIA
1190
Pin Oak Investment Advisors
Texas
$42K – – –
ME
1191
McIlrath & Eck
Washington
$41.8K – – –
WB
1192
Webster Bank
Connecticut
$41.8K – – –
SC
1193
Solstein Capital
California
$41.5K – – –
AGWCA
1194
Annis Gardner Whiting Capital Advisors
Florida
$40.5K -$2.14K -19 -5%
EWP
1195
Elevation Wealth Partners
California
$39K – – –
WTA
1196
Washington Trust Advisors
Massachusetts
$38.6K – – –
BCMLT
1197
Beacon Capital Management LLC (Tennessee)
Tennessee
$37.3K – – –
ADL
1198
Asset Dedication LLC
California
$36K +$2.23K +20 +7%
RFS
1199
Richardson Financial Services
Massachusetts
$35.6K +$557 +5 +2%
NIM
1200
Nexus Investment Management
Ontario, Canada
$35.3K +$35.3K +220 New
46 47
48
49 50