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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
AG
1301
AmeriFlex Group
Nevada
$12.3K
AIM
1302
Access Investment Management
Georgia
$11.9K
JWM
1303
JPL Wealth Management
Colorado
$11.7K
NECFA
1304
New England Capital Financial Advisors
Connecticut
$11.7K
FWM
1305
FSA Wealth Management
Massachusetts
$11.5K
AIA
1306
Aventus Investment Advisors
Florida
$11.5K
FNWA
1307
Financial Network Wealth Advisors
Utah
$11.2K
HIMS
1308
Hager Investment Management Services
New Hampshire
$11K
OSNBOA
1309
Old Second National Bank of Aurora
Illinois
$10.8K
GJIA
1310
Glass Jacobson Investment Advisors
Maryland
$10.6K
HWM
1311
Hemington Wealth Management
Virginia
$10K
BHWM
1312
Beaird Harris Wealth Management
Texas
$10K
ITIM
1313
Indiana Trust & Investment Management
Indiana
$9.62K
NFSG
1314
Newbridge Financial Services Group
Florida
$8.67K
MWM
1315
Mascoma Wealth Management
New Hampshire
$8.59K
PMIM
1316
Prudent Man Investment Management
Colorado
$8.18K
CJ
1317
Caitlin John
Michigan
$7.97K
HWM
1318
HighMark Wealth Management
Minnesota
$7.69K
HHGA
1319
Halbert Hargrove Global Advisors
California
$7.6K
CCMI
1320
Creative Capital Management Investments
California
$7.57K
TFG
1321
Team Financial Group
California
$7.44K
CYG
1322
Clean Yield Group
Vermont
$7.31K
JGIA
1323
Jackson Grant Investment Advisers
Connecticut
$7.18K
FFO
1324
Fortitude Family Office
Arizona
$6.8K
FF
1325
Friedenthal Financial
New Jersey
$6.67K