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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
18.15%
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 %
MAWAG
1326
Mid-American Wealth Advisory Group
Missouri
$4.72K +$4.72K +39 New
HFS
1327
Hughes Financial Services
Virginia
$4.43K
MSG
1328
Main Street Group
Virginia
$4.36K -$7.5K -62 -63%
PWA
1329
Principia Wealth Advisory
Texas
$4.36K +$4.36K +36 New
TIM
1330
Thompson Investment Management
Wisconsin
$3.75K
CWA
1331
Carolina Wealth Advisors
South Carolina
$3.63K
IHWM
1332
Iron Horse Wealth Management
Iowa
$3.51K
FMTCOCP
1333
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K
SL
1334
Salomon & Ludwin
Virginia
$2.97K +$2.97K +24 New
SHIM
1335
Stone House Investment Management
Pennsylvania
$2.5K
TCM
1336
TD Capital Management
Tennessee
$2.49K +$119 +1 +5%
NL
1337
NVWM LLC
Pennsylvania
$2.42K +$2.42K +20 New
HFM
1338
Hartford Financial Management
Connecticut
$2.3K
MAM
1339
Marquette Asset Management
Minnesota
$2.06K
KG
1340
Kilter Group
New York
$2.06K +$2.06K +17 New
PCM
1341
Perritt Capital Management
Illinois
$2.06K
AWM
1342
Abound Wealth Management
Tennessee
$1.82K -$121 -1 -6%
GFL
1343
Granite FO LLC
New Hampshire
$1.69K
PMFA
1344
Plante Moran Financial Advisors
Michigan
$1.45K
WAS
1345
Winch Advisory Services
Wisconsin
$1.37K
GIM
1346
Gold Investment Management
Alberta, Canada
$1.23K
NWM
1347
Nova Wealth Management
Florida
$968
KIM
1348
Kestra Investment Management
Texas
$892
RS
1349
Rakuten Securities
Japan
$726 -$1.21K -10 -63%
BGWM
1350
Bridge Generations Wealth Management
Florida
$606