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Novartis

1,353 hedge funds and large institutions have $15.9B invested in Novartis in 2025 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 488 increasing their positions, 467 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,353
Holders Change
+15
Holders Change %
+1.12%
% of All Funds
18.14%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
116
Increased
488
Reduced
467
Closed
72
Calls
$269M
Puts
$331M
Net Calls
-$61.7M
Net Calls Change
-$26.9M
Name Holding Trade Value Shares
Change
Shares
Change %
GJIA
1301
Glass Jacobson Investment Advisors
Maryland
$10K -$8.35K -69 -45%
SIS
1302
Strategic Investment Solutions
Illinois
$9.68K
ITIM
1303
Indiana Trust & Investment Management
Indiana
$9.08K
HWM
1304
Hemington Wealth Management
Virginia
$9K
WWM
1305
Wolff Wiese Magana
California
$8.83K
SC
1306
Stephens Consulting
Michigan
$8.35K +$8.35K +69 New
MCM
1307
MV Capital Management
Maryland
$8.23K -$7.26K -60 -47%
NFSG
1308
Newbridge Financial Services Group
Florida
$8.18K +$5.05K +42 +162%
PMIM
1309
Prudent Man Investment Management
Colorado
$8.18K
MWM
1310
Mascoma Wealth Management
New Hampshire
$8.11K
BHWM
1311
Beaird Harris Wealth Management
Texas
$7.98K +$3.02K +25 +61%
CCMI
1312
Creative Capital Management Investments
California
$7.14K
TFG
1313
Team Financial Group
California
$7.02K +$7.02K +58 New
WTFG
1314
Wood Tarver Financial Group
Idaho
$7K
FNWA
1315
Financial Network Wealth Advisors
Utah
$6.9K +$1.33K +11 +24%
JGIA
1316
Jackson Grant Investment Advisers
Connecticut
$6.78K
FFO
1317
Fortitude Family Office
Arizona
$6.41K
Ninety One (UK)
1318
Ninety One (UK)
United Kingdom
$6.29K -$11.5K -95 -65%
FF
1319
Friedenthal Financial
New Jersey
$6.29K
MAM
1320
Morse Asset Management
Connecticut
$5.93K +$5.93K +49 New
WPA
1321
Wealth Preservation Advisors
Tennessee
$5.69K +$5.69K +47 New
SRCM
1322
Signature Resources Capital Management
California
$5.45K
BOJHT
1323
Bank of Jackson Hole Trust
Wyoming
$5.32K
ACM
1324
Accent Capital Management
Ohio
$4.84K
MCA
1325
Maryland Capital Advisors
Maryland
$4.72K