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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
18.18%
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
$754M
2
CIBC World Market
CIBC World Market
Ontario, Canada
$208M
3
Goldman Sachs
Goldman Sachs
New York
$408M
4
Marshall Wace
Marshall Wace
United Kingdom
$160M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$121M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$333M
3
Primecap Management
Primecap Management
California
$1.16B
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$4.43M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$4.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
FF
1301
Friedenthal Financial
New Jersey
$5.8K – – –
SPF
1302
South Plains Financial
Texas
$5.8K +$5.8K +52 New
RWA
1303
Redmont Wealth Advisors
Illinois
$5.35K +$5.35K +48 New
FNWA
1304
Financial Network Wealth Advisors
Utah
$5.13K +$780 +7 +18%
SRCM
1305
Signature Resources Capital Management
California
$5.02K – – –
BOJHT
1306
Bank of Jackson Hole Trust
Wyoming
$4.8K – – –
BTD
1307
BankPlus Trust Department
Mississippi
$4.79K +$4.79K +43 New
ACM
1308
Accent Capital Management
Ohio
$4.62K +$4.62K +40 New
SIM
1309
Studio Investment Management
Illinois
$4.61K – – –
BHWM
1310
Beaird Harris Wealth Management
Texas
$4.57K -$11.9K -107 -72%
MCA
1311
Maryland Capital Advisors
Maryland
$4.35K – – –
HFS
1312
Hughes Financial Services
Virginia
$4.28K +$4.28K +39 New
PGAM
1313
Princeton Global Asset Management
New Jersey
$4.24K – – –
QC
1314
Quent Capital
New York
$4.01K -$10K -90 -71%
VWM
1315
Valley Wealth Managers
New Jersey
$4.01K – – –
HI
1316
Horizon Investments
North Carolina
$3.57K -$557 -5 -14%
TIM
1317
Thompson Investment Management
Wisconsin
$3.46K – – –
CWA
1318
Carolina Wealth Advisors
South Carolina
$3.34K – – –
IHWM
1319
Iron Horse Wealth Management
Iowa
$3.23K – – –
NFSG
1320
Newbridge Financial Services Group
Florida
$2.9K – – –
BFS
1321
Bare Financial Services
Pennsylvania
$2.9K +$2.9K +26 New
SHIM
1322
Stone House Investment Management
Pennsylvania
$2.3K +$2.3K +21 New
TCM
1323
TD Capital Management
Tennessee
$2.23K – – –
HFM
1324
Hartford Financial Management
Connecticut
$2.12K – – –
FMTCOCP
1325
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K – – –
51 52
53
54 55