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
PWM
1276
Proathlete Wealth Management
Florida
$20.8K
CWM
1277
Copia Wealth Management
Oregon
$20.5K
CH
1278
Canton Hathaway
Rhode Island
$20K
PPC
1279
Park Place Capital
Alabama
$19.5K
CHC
1280
City Holding Co
West Virginia
$19.5K
LWA
1281
Lowe Wealth Advisors
Maryland
$19.2K
IW
1282
Imprint Wealth
South Carolina
$19.2K
SIS
1283
Sound Income Strategies
Florida
$19.1K
CMA
1284
Cedar Mountain Advisors
Oregon
$18.2K
WWA
1285
Wealth Watch Advisors
Colorado
$17.1K
SFCL
1286
Strengthening Families & Communities LLC
Massachusetts
$17K
BFS
1287
Bare Financial Services
Pennsylvania
$15.9K
FC
1288
Financial Consulate
Maryland
$15.9K
PCFFS
1289
Pacific Center for Financial Services
California
$15.8K
PGAM
1290
Princeton Global Asset Management
New Jersey
$15.8K
LC
1291
Lavaca Capital
Texas
$15.3K
AAG
1292
Armstrong Advisory Group
Massachusetts
$14.9K
DWM
1293
Darwin Wealth Management
Florida
$14.4K
API
1294
Asset Planning Inc
California
$13.7K
BIA
1295
Bell Investment Advisors
California
$12.8K
WBC
1296
West Branch Capital
Massachusetts
$12.8K
FCAS
1297
First Command Advisory Services
Texas
$12.8K
WCM
1298
Westend Capital Management
California
$12.8K
HCM
1299
Horrell Capital Management
Arkansas
$12.8K
FCT
1300
First Community Trust
Iowa
$12.6K