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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
MJP
1401
Michael J. Puzo
SWM
1402
SeaCrest Wealth Management
New York
PCP
1403
Proficio Capital Partners
Massachusetts
RMDI
1404
R.M. Davis Inc
Maine
AIM
1405
Advyzon Investment Management
Illinois
AGC
1406
Aspen Grove Capital
Colorado
MPI
1407
Mairs & Power Inc
Minnesota
DRD
1408
Dennis R. Delaney
KFGK
1409
Keystone Financial Group (Kentucky)
Kentucky
C
1410
Certuity
Florida
JC
1411
JBGlobal.com
New York
WA
1412
Whipplewood Advisors
Colorado
RI
1413
Ridgewood Investments
New Jersey
HC
1414
Hoese & Co
Minnesota
EWM
1415
Evolution Wealth Management
Florida
SO
1416
Sierra Ocean
California
MWM
1417
MorganRosel Wealth Management
Colorado
TPWA
1418
Twin Peaks Wealth Advisors
California
NC
1419
NewSquare Capital
Pennsylvania
CIAM
1420
Caitong International Asset Management
Hong Kong
TCM
1421
Traub Capital Management
Massachusetts
PCTC
1422
Perkins Coie Trust Company
Washington
BA
1423
Bellwether Advisors
Nebraska
AWM
1424
Atticus Wealth Management
Florida
IMC
1425
Investment Management Corporation
Virginia