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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 %
IMC
1201
Investment Management Corporation
Virginia
$34.9K +$22.1K +198 +172%
TC
1202
Trust Company
Kansas
$33.4K
ABWM
1203
Alpine Bank Wealth Management
Colorado
$33.4K +$33.4K +300 New
Toronto Dominion Bank
1204
Toronto Dominion Bank
Ontario, Canada
$33K
LB
1205
Legacy Bridge
Iowa
$32.6K
VWA
1206
VSM Wealth Advisory
Maryland
$32.6K
UBP
1207
Union Bancaire Privee
Switzerland
$31.6K
PSFG
1208
Park Square Financial Group
Georgia
$29.9K -$5.02K -45 -14%
NMG
1209
New Millennium Group
Utah
$29.8K
PAS
1210
Point72 Asia (Singapore)
Singapore
$28.9K +$28.9K +259 New
SVCP
1211
Silicon Valley Capital Partners
California
$28.9K
BONH
1212
Bank of New Hampshire
New Hampshire
$28.4K
RBI
1213
Raiffeisen Bank International
Austria
$28.1K
RMC
1214
Resources Management Corp
Connecticut
$28K
AFG
1215
Albion Financial Group
Utah
$28K
LWMI
1216
Legacy Wealth Management (Idaho)
Idaho
$27.3K
FFA
1217
Frazier Financial Advisors
Ohio
$27.2K +$4.91K +44 +22%
MFA
1218
McClarren Financial Advisors
Pennsylvania
$27K -$28.8K -125 -52%
BWAM
1219
Boyd Watterson Asset Management
Ohio
$26.4K
RWS
1220
Retirement Wealth Solutions
Wisconsin
$26.2K +$669 +6 +3%
TFGT
1221
TS Financial Group (TSFG)
Illinois
$26K +$20.4K +183 +366%
HCM
1222
Hollencrest Capital Management
California
$25.9K
CAWM
1223
Capital A Wealth Management
Pennsylvania
$25.5K
WA
1224
WPG Advisers
Maryland
$25.4K -$16.1K -144 -39%
ATC
1225
Adirondack Trust Company
New York
$25.4K