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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 %
AOI
201
Auto-Owners Insurance
Michigan
$5.46M +$4.69M +38,750 +606%
SC
202
Scotia Capital
Ontario, Canada
$5.43M +$180K +1,491 +3%
S
203
SignatureFD
Georgia
$5.41M +$197K +1,627 +4%
FGC
204
Financial Gravity Companies
Texas
$5.35M +$5.35M +44,198 New
Fiera Capital (Canada)
205
Fiera Capital (Canada)
Quebec, Canada
$5.28M +$5.28M +43,671 New
HJIM
206
Henry James International Management
New York
$5.28M -$290K -2,400 -5%
VOYA Investment Management
207
VOYA Investment Management
Georgia
$5.23M +$480K +3,965 +10%
WIA
208
World Investment Advisors
California
$5.17M +$156K +1,286 +3%
NW
209
Naviter Wealth
Arkansas
$5.09M +$253K +2,090 +5%
GSWM
210
Greenup Street Wealth Management
Michigan
$5.08M +$109K +901 +2%
PA
211
Perennial Advisors
New York
$5.08M -$8.59K -71 -0.2%
WSFS
212
Wilmington Savings Fund Society
Delaware
$4.99M -$26.1K -216 -0.5%
PAG
213
Private Advisor Group
New Jersey
$4.98M +$260K +2,150 +6%
HA
214
Hamel Associates
New Jersey
$4.93M -$36.9K -305 -0.7%
CAM
215
Carret Asset Management
New York
$4.85M +$28.6K +236 +0.6%
FAM
216
Fred Alger Management
New York
$4.78M +$1.47M +12,155 +44%
BCI
217
Brinker Capital Investments
Pennsylvania
$4.78M +$580K +4,797 +14%
RhumbLine Advisers
218
RhumbLine Advisers
Massachusetts
$4.71M +$42.7K +353 +0.9%
AP
219
Arlington Partners
Alabama
$4.71M -$239K -1,977 -5%
ATC
220
Argent Trust Co
Tennessee
$4.71M +$247K +2,038 +6%
FMII
221
Farmers & Merchants Investments Inc
Nebraska
$4.71M -$200K -1,650 -4%
HKIM
222
Hayek Kallen Investment Management
Alabama
$4.71M -$72K -595 -2%
OC
223
Oppenheimer & Co
New York
$4.6M +$140K +1,160 +3%
HF
224
HRT Financial
New York
$4.6M -$1.05M -8,718 -19%
SFA
225
Sequoia Financial Advisors
Ohio
$4.59M +$628K +5,186 +16%