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Novartis

1,402 hedge funds and large institutions have $17.2B invested in Novartis in 2025 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 478 increasing their positions, 480 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 73

6% more capital invested

Capital invested by funds: $16.2B → $17.2B (+$1.04B)

1% more funds holding

Funds holding: 1,3841,402 (+18)

0.02% more ownership

Funds ownership: 6.32%6.34% (+0.02%)

0% less repeat investments, than reductions

Existing positions increased: 478 | Existing positions reduced: 480

34% less call options, than puts

Call options by funds: $261M | Put options by funds: $398M

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
1,402
Holders Change
+18
Holders Change %
+1.3%
% of All Funds
18.35%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.14%
New
115
Increased
478
Reduced
480
Closed
73
Calls
$261M
Puts
$398M
Net Calls
-$136M
Net Calls Change
-$74.7M

NVS Hedge Fund Activity: Q3 2025 in Review

1,402 of the 7,640 institutional investors tracked by Wall St. Rank reported a position in Novartis (NVS) for Q3 2025, worth a combined $17.2B — up 6.4% from $16.2B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new NVS positions and 73 closed out — a net gain of 42 holders — while 478 added to existing stakes and 480 trimmed.

The largest buyer was GQG Partners, adding an estimated $268M. The largest seller was Wellington Management Group, cutting an estimated $134M.

  • 1,402 institutional investors held Novartis (NVS) as of Q3 2025, up from 1,384 in Q2 2025.
  • Funds reported $17.2B of Novartis stock for Q3 2025, up 6.4% quarter-over-quarter.
  • 115 funds opened new Novartis positions in Q3 2025 and 73 closed out, a net change of +42 holders.
  • The largest Novartis buyer in Q3 2025 was GQG Partners, an estimated $268M added.
  • The largest Novartis seller in Q3 2025 was Wellington Management Group, an estimated $134M sold.

Based on aggregated 13F filings for Q3 2025.