NOVARTIS AG (NVS) — Hedge Fund Ownership Q4 2025
NVS
- NOVARTIS AG (NVS) is held by 7 of 81 tracked hedge funds, with Third Avenue Management (1%) and Tweedy, Browne (1%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in NVS holdings came from Maverick Capital (+35%), highlighting conviction.
- The biggest decreases in NVS holdings came from Dodge & Cox (-15%) and Third Avenue Management (-2%), suggesting profit-taking or de-risking.
- Overall, hedge funds decreased exposure to NOVARTIS AG (NVS) by -15% vs the prior quarter and -26% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Third Avenue Management
|
0.83% | 75K | -1.51% | -9.91% | $10.3M | $137.87 | — |
| 2 |
Tweedy, Browne Tweedy, Browne Co LLC
|
0.83% | 75K | -1.51% | -9.91% | $10.3M | $137.87 | — |
| 3 |
Dodge & Cox
|
0.67% | 9.0M | -14.84% | -26.20% | $1.24B | $137.87 | — |
| 4 |
Kahn Brothers Group Irving Kahn
|
0.33% | 14K | -4.52% | -35.42% | $1.9M | $137.87 | — |
| 5 |
Maverick Capital Lee Ainslie
|
0.02% | 11K | +34.68% | — | $1.5M | $137.87 | — |
| 6 |
Causeway Capital Management
|
0.00% | 2K | -5.79% | -67.01% | $266,788 | $137.87 | — |
| 7 |
Mairs & Power
|
0.00% | 1K | NEW | — | $204,737 | $137.87 | — |
| 7 | Total | — | 9.2M | -14.60% | -26.01% | $1.27B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.