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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
+$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 %
FTUS
1376
Flow Traders U.S.
New York
– -$233K -2,394 Closed
AIA
1377
Angeles Investment Advisors
California
– -$219K -2,254 Closed
RBFC
1378
Roman Butler Fullerton & Co
Missouri
– -$232K -2,248 Closed
ACM
1379
Allred Capital Management
Texas
– -$215K -2,213 Closed
NWMG
1380
National Wealth Management Group
Ohio
– -$211K -2,172 Closed
CIC
1381
Crawford Investment Counsel
Georgia
– -$201K -2,067 Closed
RS
1382
R Squared
Hong Kong
– -$196K -2,010 Closed
CFGS
1383
Concourse Financial Group Securities
Alabama
– -$194K -1,981 Closed
AP
1384
Advisors Preferred
Maryland
– -$127K -1,305 Closed
Parallax Volatility Advisers
1385
Parallax Volatility Advisers
California
– -$78.1K -803 Closed
CFG
1386
CKW Financial Group
Hawaii
– -$68K -700 Closed
VHAM
1387
Van Hulzen Asset Management
California
– -$66.6K -684 Closed
PFA
1388
Pathway Financial Advisers
Indiana
– -$57.8K -594 Closed
CAS
1389
Coppell Advisory Solutions
Texas
– -$53.6K -551 Closed
RBC
1390
Roble Belko & Company
Pennsylvania
– -$46K -470 Closed
FFA
1391
Fairfield Financial Advisors
Massachusetts
– -$36.1K -371 Closed
HI
1392
Human Investing
Oregon
– -$25.5K -262 Closed
Credit Agricole
1393
Credit Agricole
France
– -$23.6K -243 Closed
EPW
1394
Endeavor Private Wealth
Kansas
– -$21.7K -223 Closed
MG
1395
MilWealth Group
Wisconsin
– -$19.5K -200 Closed
EBA
1396
Eagle Bay Advisors
New York
– -$17.9K -184 Closed
SFO
1397
Standard Family Office
South Dakota
– -$14K -144 Closed
KBFS
1398
Kohmann Bosshard Financial Services
Ohio
– -$12.7K -130 Closed
CA
1399
Centerpoint Advisors
Massachusetts
– -$12K -125 Closed
SC
1400
Stephens Consulting
Michigan
– -$10.6K -109 Closed
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