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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
QWM
1226
Quaker Wealth Management
New Jersey
$45.1K
EWP
1227
Elevation Wealth Partners
California
$44.9K
CTB
1228
Country Trust Bank
Illinois
$43.9K
ZBNA
1229
Zions Bancorporation, National Association
Utah
$43.2K
SWA
1230
SOA Wealth Advisors
New York
$42.8K
ADL
1231
Asset Dedication LLC
California
$42.1K
TC
1232
Trust Company
Kansas
$38.5K
SC
1233
Solstein Capital
California
$38.5K
ABWM
1234
Alpine Bank Wealth Management
Colorado
$38.5K
LB
1235
Legacy Bridge
Iowa
$37.4K
VWA
1236
VSM Wealth Advisory
Maryland
$37.4K
AFG
1237
Albion Financial Group
Utah
$36K
AF
1238
Alerus Financial
North Dakota
$36K
RWS
1239
Retirement Wealth Solutions
Wisconsin
$35.5K
SPF
1240
South Plains Financial
Texas
$34.8K
UBP
1241
Union Bancaire Privee
Switzerland
$34.7K
NMG
1242
New Millennium Group
Utah
$34.2K
MA
1243
MCF Advisors
Kentucky
$33.9K
MWPCG
1244
Measured Wealth Private Client Group
New Hampshire
$33.2K
HWP
1245
Highline Wealth Partners
California
$33.1K
BONH
1246
Bank of New Hampshire
New Hampshire
$32.7K
RMC
1247
Resources Management Corp
Connecticut
$32K
LWMI
1248
Legacy Wealth Management (Idaho)
Idaho
$31.4K
VWM
1249
Valley Wealth Managers
New Jersey
$31.4K
TFGT
1250
TS Financial Group (TSFG)
Illinois
$30K