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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 %
Cambridge Investment Research Advisors
176
Cambridge Investment Research Advisors
Iowa
$6.4M -$678K -5,603 -10%
WLPWM
177
Walled Lake Planning & Wealth Management
Illinois
$6.38M +$92.2K +762 +1%
Boston Partners
178
Boston Partners
Massachusetts
$6.37M +$1.36M +11,247 +27%
MFG
179
Monte Financial Group
Connecticut
$6.35M -$59.5K -492 -0.9%
BFG
180
Bleakley Financial Group
New Jersey
$6.31M -$91.5K -756 -1%
GVAG
181
Great Valley Advisor Group
Delaware
$6.3M +$4.53M +37,429 +256%
Focus Partners Wealth
182
Focus Partners Wealth
Massachusetts
$6.25M +$495K +4,089 +9%
GMA
183
Glassy Mountain Advisors
Maryland
$6.22M +$130K +1,071 +2%
NCM
184
Narwhal Capital Management
Georgia
$6.14M -$148K -1,222 -2%
GWM
185
Geneos Wealth Management
Colorado
$6.14M -$4.4M -36,344 -42%
Deutsche Bank
186
Deutsche Bank
Germany
$6.13M -$45.4K -375 -0.7%
ACM
187
Advisors Capital Management
New Jersey
$6.09M +$573K +4,733 +10%
BBHC
188
Brown Brothers Harriman & Co
New York
$6.07M -$1.37M -11,362 -18%
LNWWM
189
Laird Norton Wetherby Wealth Management
California
$6.05M +$6.05M +49,964 New
KeyBank National Association
190
KeyBank National Association
Ohio
$5.98M +$695K +5,742 +13%
PAI
191
Pittenger & Anderson Inc
Nebraska
$5.93M +$90.8K +750 +2%
CCMINC
192
Cardinal Capital Management Inc (North Carolina)
North Carolina
$5.93M +$129K +1,062 +2%
RG
193
Rathbones Group
United Kingdom
$5.88M -$42K -347 -0.7%
SAM
194
Smithbridge Asset Management
Pennsylvania
$5.87M +$64.7K +535 +1%
Jane Street
195
Jane Street
New York
$5.82M -$6.46M -53,393 -53%
CCA
196
Catalyst Capital Advisors
New York
$5.76M +$545K +4,500 +10%
SPIA
197
Steward Partners Investment Advisory
New York
$5.71M +$437K +3,614 +8%
LCM
198
Logan Capital Management
Pennsylvania
$5.65M +$569K +4,701 +11%
TCOV
199
Trust Company of Vermont
Vermont
$5.63M -$40.9K -338 -0.7%
First Manhattan
200
First Manhattan
New York
$5.55M -$437K -3,612 -7%