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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 %
PWM
1251
Proathlete Wealth Management
Florida
$18.1K +$18.1K +162 New
CMP
1252
Coston McIsaac & Partners
Maine
$18K +$2.12K +20 +13%
MA
1253
MCF Advisors
Kentucky
$17.9K +$4.94K +44 +38%
CWM
1254
Copia Wealth Management
Oregon
$17.8K -$4.46K -40 -20%
SFG
1255
Stonebridge Financial Group
Pennsylvania
$17.8K +$1.56K +14 +10%
HWP
1256
Highline Wealth Partners
California
$17.7K +$10.4K +93 +141%
SSA
1257
SSA Swiss Advisors
$17.6K +$17.6K +158 New
PPC
1258
Park Place Capital
Alabama
$16.9K
LWA
1259
Lowe Wealth Advisors
Maryland
$16.7K +$16.7K +150 New
Ninety One (UK)
1260
Ninety One (UK)
United Kingdom
$16.4K
SFCL
1261
Strengthening Families & Communities LLC
Massachusetts
$15.8K +$15.8K +148 New
WBC
1262
West Branch Capital
Massachusetts
$15.6K
CHC
1263
City Holding Co
West Virginia
$15K
GJIA
1264
Glass Jacobson Investment Advisors
Maryland
$14.8K
NC
1265
NewSquare Capital
Pennsylvania
$14.6K +$8.7K +78 +147%
MCM
1266
MV Capital Management
Maryland
$14.3K
TWD
1267
True Wealth Design
Ohio
$14.2K -$223 -2 -2%
FWA
1268
Flagship Wealth Advisors
Massachusetts
$14.2K
PCFFS
1269
Pacific Center for Financial Services
California
$13.7K
PA
1270
PSI Advisors
Florida
$13.5K
CYG
1271
Clean Yield Group
Vermont
$13.4K -$28.3K -254 -68%
LC
1272
Lavaca Capital
Texas
$13.3K
CPG
1273
Cornerstone Planning Group
New Jersey
$13.1K +$4.41K +40 +51%
HIMS
1274
Hager Investment Management Services
New Hampshire
$12.8K
API
1275
Asset Planning Inc
California
$11.9K