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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 %
LMIM
151
Lockheed Martin Investment Management
Maryland
$8.92M +$8.92M +73,700 New
AQR Capital Management
152
AQR Capital Management
Connecticut
$8.9M +$6.16M +50,939 +226%
AllianceBernstein
153
AllianceBernstein
Tennessee
$8.71M -$4.45M -36,753 -34%
National Bank of Canada
154
National Bank of Canada
Quebec, Canada
$8.69M +$2.9M +23,733 +50%
CNB
155
Camden National Bank
Maine
$8.6M -$151K -1,251 -2%
Baird Financial Group
156
Baird Financial Group
Wisconsin
$8.36M -$1.94M -16,069 -19%
NA
157
NewEdge Advisors
Louisiana
$8.26M -$1.07M -8,805 -11%
Northwestern Mutual Wealth Management
158
Northwestern Mutual Wealth Management
Wisconsin
$8.05M -$6.41K -53 -0.1%
William Blair & Company
159
William Blair & Company
Illinois
$8M -$1.26M -10,415 -14%
Legal & General Group
160
Legal & General Group
United Kingdom
$7.88M +$1.7M +14,073 +28%
EF
161
Empowered Funds
Pennsylvania
$7.85M +$5.93M +49,010 +310%
MCM
162
Mengis Capital Management
Oregon
$7.8M -$1.89M -15,630 -20%
GQG Partners
163
GQG Partners
Florida
$7.57M +$7.15M +59,079 +1,709%
BS
164
Banco Santander
Spain
$7.55M -$7.62K -63 -0.1%
WF
165
Welch & Forbes
Massachusetts
$7.48M +$62.3K +515 +0.8%
BPA
166
Beacon Pointe Advisors
California
$7.39M +$319K +2,638 +5%
CRC
167
Curi RMB Capital
Illinois
$7.29M +$529K +4,372 +8%
CCB
168
Country Club Bank
Missouri
$7.21M -$102K -848 -1%
PA
169
Pinnacle Associates
New York
$7.03M -$75.8K -626 -1%
FT
170
Fiduciary Trust
Massachusetts
$7.02M -$173K -1,428 -2%
QCG
171
Quadrant Capital Group
Ohio
$6.95M -$913K -7,545 -12%
PAS
172
Park Avenue Securities
New York
$6.69M +$1.07M +8,811 +19%
WT
173
Whittier Trust
California
$6.66M +$224K +1,849 +3%
JFL
174
Jarislowsky, Fraser Ltd
Quebec, Canada
$6.47M -$84.7K -700 -1%
AI
175
Atria Investments
North Carolina
$6.45M +$822K +6,793 +15%