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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 %
TFM
1226
TFC Financial Management
Massachusetts
$25.1K
CWM
1227
Cedar Wealth Management
California
$24.2K
NEWAS
1228
N.E.W. Advisory Services
Wisconsin
$23.9K +$23.9K +214 New
CFFP
1229
Center for Financial Planning
Michigan
$23.4K
MVIP
1230
Mar Vista Investment Partners
California
$23.1K -$10.4K -93 -31%
RTL
1231
Red Tortoise LLC
Georgia
$23.1K
OP
1232
ORG Partners
Indiana
$23K -$3.73K -34 -14%
WAM
1233
WFA Asset Management
Wisconsin
$22.5K
CWC
1234
Carolinas Wealth Consulting
North Carolina
$22.5K +$446 +4 +2%
FUBT
1235
First United Bank & Trust
Maryland
$22.3K
SSG
1236
Summit Securities Group
New York
$22.3K +$22.3K +200 New
SWIM
1237
Smallwood Wealth Investment Management
New Jersey
$22.3K +$22.3K +200 New
CAM
1238
Close Asset Management
United Kingdom
$22K
CTB
1239
Country Trust Bank
Illinois
$21.6K
WOC
1240
West Oak Capital
California
$21.1K +$150 +135 +0.7%
QPBE
1241
Quintet Private Bank (Europe)
Luxembourg
$20.2K
CWM
1242
Consultiva Wealth Management
Puerto Rico
$20.1K
STB
1243
S&T Bank
Pennsylvania
$20.1K +$20.1K +180 New
BIA
1244
Bell Investment Advisors
California
$19.3K -$2.12K -19 -10%
RMP
1245
Richards, Merrill & Peterson
Washington
$19.2K
DWM
1246
Darwin Wealth Management
Florida
$19.2K
MAS
1247
MPWM Advisory Solutions
Georgia
$19.1K
AIC
1248
Archer Investment Corporation
Indiana
$19.1K
MAFA
1249
MJT & Associates Financial Advisory
Minnesota
$18.4K +$18.4K +165 New
T
1250
Transce3nd
Texas
$18.4K