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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 %
GFPC
1401
Global Financial Private Client
Florida
-$64.9K -582 Closed
JFGIW
1402
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$55.7K -500 Closed
PIS
1403
POM Investment Strategies
North Carolina
-$55.2K -495 Closed
PAS
1404
Point72 Asia (Singapore)
Singapore
-$28.9K -259 Closed
CWC
1405
Carolinas Wealth Consulting
North Carolina
-$22.5K -202 Closed
RMP
1406
Richards, Merrill & Peterson
Washington
-$19.2K -172 Closed
MAS
1407
MPWM Advisory Solutions
Georgia
-$19.1K -171 Closed
T
1408
Transce3nd
Texas
-$18.4K -165 Closed
SFG
1409
Stonebridge Financial Group
Pennsylvania
-$17.8K -160 Closed
SFCL
1410
Strengthening Families & Communities LLC
Massachusetts
-$15.8K -148 Closed
FWA
1411
Flagship Wealth Advisors
Massachusetts
-$14.2K -127 Closed
PA
1412
PSI Advisors
Florida
-$13.5K -121 Closed
MFA
1413
McClarren Financial Advisors
Pennsylvania
-$27K -117 Closed
SIC
1414
SJS Investment Consulting
Ohio
-$11.1K -100 Closed
WPA
1415
West Paces Advisors
Georgia
-$11.1K -100 Closed
AF
1416
Atala Financial
California
-$10.9K -98 Closed
SGC
1417
Slocum, Gordon & Co
Rhode Island
-$8.14K -73 Closed
CTWM
1418
Cherry Tree Wealth Management
Minnesota
-$7.69K -69 Closed
BTD
1419
BankPlus Trust Department
Mississippi
-$4.79K -43 Closed
SIM
1420
Studio Investment Management
Illinois
-$4.61K -40 Closed
VWM
1421
Valley Wealth Managers
New Jersey
-$4.01K -36 Closed
QC
1422
Quent Capital
New York
-$4.01K -36 Closed
HI
1423
Horizon Investments
North Carolina
-$3.57K -32 Closed
GWSA
1424
Global Wealth Strategies & Associates
Colorado
-$1.56K -14 Closed
MFS
1425
Mattson Financial Services
Michigan
-$1.34K -12 Closed