NVS icon

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
HCM
1251
Hollencrest Capital Management
California
$29.8K
WB
1252
Webster Bank
Connecticut
$28.9K
NIM
1253
Nexus Investment Management
Ontario, Canada
$28.2K
ATC
1254
Adirondack Trust Company
New York
$28.2K
WA
1255
WPG Advisers
Maryland
$27.6K
WOC
1256
West Oak Capital
California
$27.5K
CFFP
1257
Center for Financial Planning
Michigan
$26.9K
OP
1258
ORG Partners
Indiana
$26.9K
WAM
1259
WFA Asset Management
Wisconsin
$26.8K
NEWAS
1260
N.E.W. Advisory Services
Wisconsin
$26.5K
RTL
1261
Red Tortoise LLC
Georgia
$26.5K
CAM
1262
Close Asset Management
United Kingdom
$26K
FFA
1263
Frazier Financial Advisors
Ohio
$25.6K
SWIM
1264
Smallwood Wealth Investment Management
New Jersey
$25.6K
BWAM
1265
Boyd Watterson Asset Management
Ohio
$24.8K
AF
1266
Advisornet Financial
Minnesota
$23.9K
QPBE
1267
Quintet Private Bank (Europe)
Luxembourg
$23.2K
CWM
1268
Consultiva Wealth Management
Puerto Rico
$23.1K
SA
1269
Seneschal Advisors
Washington
$22.8K
FUBT
1270
First United Bank & Trust
Maryland
$22.4K
PSFG
1271
Park Square Financial Group
Georgia
$22.2K
AIC
1272
Archer Investment Corporation
Indiana
$22.2K
MAFA
1273
MJT & Associates Financial Advisory
Minnesota
$21.2K
CMP
1274
Coston McIsaac & Partners
Maine
$21K
TFM
1275
TFC Financial Management
Massachusetts
$20.8K