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Novartis

1,351 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, 465 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,351
Holders Change
+13
Holders Change %
+0.97%
% of All Funds
18.13%
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
465
Closed
72
Calls
$269M
Puts
$331M
Net Calls
-$61.7M
Net Calls Change
-$26.9M
Name Holding Trade Value Shares
Change
Shares
Change %
AAIM
126
American Assets Investment Management
California
$11.3M
EPAM
127
Euro Pacific Asset Management
Puerto Rico
$11.3M -$109K -903 -1%
BG
128
Bahl & Gaynor
Ohio
$11.1M -$232K -1,915 -2%
Manulife (Manufacturers Life Insurance)
129
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11M +$1.33K +11 +0%
CWP
130
Capital Wealth Planning
Florida
$10.9M +$4.71M +38,925 +76%
MGIA
131
Matthew Goff Investment Advisor
Texas
$10.7M -$72.8K -602 -0.7%
OCM
132
Osterweis Capital Management
California
$10.7M -$9.72M
CFO
133
Callan Family Office
Pennsylvania
$10.5M +$7.38M +60,949 +234%
BCWM
134
Bartlett & Co Wealth Management
Ohio
$10.4M +$77K +636 +0.7%
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$10M +$1.66M +13,687 +20%
IHL
136
Investment House LLC
California
$9.9M -$46.8K -387 -0.5%
ERP
137
Eldred Rock Partners
Texas
$9.79M +$5.69K +47 +0.1%
EI
138
Ethic Inc
New York
$9.76M -$549K -4,573 -5%
GF
139
Gabelli Funds
New York
$9.61M -$60.5K -500 -0.6%
ACM
140
Altrius Capital Management
North Carolina
$9.55M -$85.1K -703 -0.9%
Victory Capital Management
141
Victory Capital Management
Texas
$9.45M -$5.44M -44,926 -37%
TBC
142
Tweedy, Browne Co
Connecticut
$9.35M -$455K -3,756 -5%
CCM
143
Cohen Capital Management
California
$9.35M -$198K -1,640 -2%
LOPW
144
Live Oak Private Wealth
North Carolina
$9.27M -$8.35K -69 -0.1%
UCFA
145
United Capital Financial Advisors
Texas
$9.25M -$51.6K -426 -0.6%
CSIC
146
Clifford Swan Investment Counsel
California
$9.25M -$255K -2,109 -3%
FPTW
147
Franklin, Parlapiano, Turner & Welch
Texas
$9.18M +$26.7K +221 +0.3%
CWM
148
Congress Wealth Management
Massachusetts
$9.12M +$3.15M +26,009 +53%
Massachusetts Financial Services
149
Massachusetts Financial Services
Massachusetts
$9.01M +$4.18M +34,537 +86%
TBA
150
Tower Bridge Advisors
Pennsylvania
$9M -$435K -3,591 -5%