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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 %
TIAAOA
1401
Teachers Insurance & Annuity Association of America
New York
– -$9.73K -100 Closed
RFA
1402
Reyes Financial Architecture
California
– -$8.27K -85 Closed
AFM
1403
Aspetuck Financial Management
Connecticut
– -$8.27K -85 Closed
RWPA
1404
Richard W. Paul & Associates
Michigan
– -$6.33K -65 Closed
KOCAA
1405
Knights of Columbus Asset Advisors
Connecticut
– -$5.35K -55 Closed
CJ
1406
Caitlin John
Michigan
– -$5.27K -54 Closed
MFG
1407
Mendota Financial Group
Wisconsin
– -$5.14K -53 Closed
RCM
1408
Raleigh Capital Management
North Carolina
– -$5.03K -52 Closed
JFG
1409
JDM Financial Group
Texas
– -$4.87K -50 Closed
DRP
1410
Decker Retirement Planning
Utah
– -$4.38K -45 Closed
SIM
1411
Synergy Investment Management
Florida
– -$4.28K -44 Closed
MCM
1412
Mainstream Capital Management
California
– -$4.28K -44 Closed
ATC
1413
Advantage Trust Company
Kansas
– -$3.5K -36 Closed
OWP
1414
ORG Wealth Partners
Texas
– -$3.21K -33 Closed
NWWA
1415
New Wave Wealth Advisors
Arkansas
– -$2.24K -23 Closed
BFPW
1416
BOK Financial Private Wealth
Colorado
– -$1.95K -20 Closed
PCWA
1417
Pacific Capital Wealth Advisors
California
– -$1.56K -16 Closed
SC
1418
Swan Capital
Florida
– -$876 -9 Closed
CAM
1419
Creekmur Asset Management
Illinois
– -$681 -7 Closed
RFG
1420
REAP Financial Group
Texas
– -$17 – –
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