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Novartis
NVS

Overview Fund Activity

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

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$531M
2
CIBC World Market
CIBC World Market
Ontario, Canada
+$202M
3
Goldman Sachs
Goldman Sachs
New York
+$154M
4
Marshall Wace
Marshall Wace
United Kingdom
+$150M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$121M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$88.3M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$73.2M
3
Primecap Management
Primecap Management
California
-$71.6M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$66.3M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$64.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
1276
SJS Investment Consulting
Ohio
$11.1K – – –
WPA
1277
West Paces Advisors
Georgia
$11.1K – – –
HCM
1278
Horrell Capital Management
Arkansas
$11.1K – – –
FCAS
1279
First Command Advisory Services
Texas
$11.1K – – –
WCM
1280
Westend Capital Management
California
$11.1K +$11.1K +100 New
MSG
1281
Main Street Group
Virginia
$10.9K – – –
CWM
1282
Centricity Wealth Management
Ohio
$10.9K -$11.6K -104 -51%
AF
1283
Atala Financial
California
$10.9K – – –
FCT
1284
First Community Trust
Iowa
$10.9K – – –
FWM
1285
FSA Wealth Management
Massachusetts
$10K – – –
AAG
1286
Armstrong Advisory Group
Massachusetts
$9.73K – – –
TRCT
1287
Tower Research Capital (TRC)
New York
$9.41K -$1.23M -11,112 -99%
SIS
1288
Strategic Investment Solutions
Illinois
$8.92K – – –
ITIM
1289
Indiana Trust & Investment Management
Indiana
$8.36K – – –
PMIM
1290
Prudent Man Investment Management
Colorado
$8.18K – – –
WWM
1291
Wolff Wiese Magana
California
$8.14K – – –
SGC
1292
Slocum, Gordon & Co
Rhode Island
$8.14K – – –
HWM
1293
Hemington Wealth Management
Virginia
$8K – – –
CTWM
1294
Cherry Tree Wealth Management
Minnesota
$7.69K +$6.69K +60 +667%
MWM
1295
Mascoma Wealth Management
New Hampshire
$7.47K – – –
SIS
1296
Sound Income Strategies
Florida
$6.92K -$238K -2,134 -97%
CCMI
1297
Creative Capital Management Investments
California
$6.58K – – –
WTFG
1298
Wood Tarver Financial Group
Idaho
$6.47K -$111 -1 -2%
JGIA
1299
Jackson Grant Investment Advisers
Connecticut
$6.24K – – –
FFO
1300
Fortitude Family Office
Arizona
$5.91K -$15.5K -139 -72%
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