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Novartis

1,346 hedge funds and large institutions have $15.8B invested in Novartis in 2025 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 486 increasing their positions, 462 reducing their positions, and 72 closing their positions.

Holders
1,346
Holders Change
+8
Holders Change %
+0.6%
% of All Funds
18.08%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
116
Increased
486
Reduced
462
Closed
72
Calls
$173M
Puts
$205M
Net Calls
-$31.6M
Net Calls Change
+$3.29M
Name Market Value Shares Shares
Change
Shares
Change %
BCAM
101
Boston Common Asset Management
Massachusetts
$16.8M 138,583 -11,877 -8%
JGUA
102
John G. Ullman & Associates
New York
$16.6M 137,407 -716 -0.5%
FFIC
103
First Fiduciary Investment Counsel
Ohio
$16.6M 136,823 +455 +0.3%
PMG
104
ProVise Management Group
Florida
$16.5M 136,467 +3,644 +3%
GHA
105
GW Henssler & Associates
Georgia
$16.4M 135,406 -1,012 -0.7%
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$16.3M 134,906 -7,101 -5%
ISL
107
Ingalls & Snyder LLC
New York
$16M 132,017 +5,769 +5%
VPIM
108
Vanguard Personalized Indexing Management
California
$15.2M 125,612 +16,063 +15%
Osaic Holdings
109
Osaic Holdings
Arizona
$15M 142,580 +40,610 +40%
TAM
110
Tocqueville Asset Management
New York
$14.1M 116,314 -1,179 -1%
CAM
111
Cresset Asset Management
Illinois
$14M 116,003 +2,170 +2%
Neuberger Berman Group
112
Neuberger Berman Group
New York
$14M 115,299 +6,169 +6%
Allspring Global Investments
113
Allspring Global Investments
North Carolina
$13.6M 110,120 -2,349 -2%
EIA
114
Edgemoor Investment Advisors
Maryland
$13.4M 110,739 -1,595 -1%
P
115
&Partners
Tennessee
$12.9M 106,636 +9,588 +10%
Pathstone Holdings
116
Pathstone Holdings
New Jersey
$12.5M 103,024 -26,459 -20%
New York State Common Retirement Fund
117
New York State Common Retirement Fund
New York
$12.4M 102,545 +1,020 +1%
RWM
118
Ritholtz Wealth Management
New York
$12.2M 100,665 +9,355 +10%
Federated Hermes
119
Federated Hermes
Pennsylvania
$12.1M 99,603 -1,473 -1%
ZAM
120
Zevin Asset Management
Massachusetts
$12M 99,336 -2,173 -2%
EWA
121
Exencial Wealth Advisors
Oklahoma
$11.9M 98,416 -19,603 -17%
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$11.8M 97,743 -3,920 -4%
MNA
123
Manning & Napier Advisors
New York
$11.6M 95,915 -37,393 -28%
AF
124
Allworth Financial
California
$11.6M 95,858 +971 +1%
AAIM
125
American Assets Investment Management
California
$11.3M 93,610