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HEAL

Global X Funds Global X HealthTech ETF

28 hedge funds and large institutions have $17.8M invested in Global X Funds Global X HealthTech ETF in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.59% less ownership

Funds ownership: 47.18%43.58% (-3.6%)

7% less funds holding

Funds holding: 3028 (-2)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

25% less capital invested

Capital invested by funds: $23.7M → $17.8M (-$5.88M)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
5
Reduced
7
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$9.07M +$2.48M +79,635 +35%
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$4.72M -$5.93M -190,000 -54%
WWM
3
WT Wealth Management
Arizona
$2.58M +$252K +8,066 +10%
Jane Street
4
Jane Street
New York
$449K -$377K -12,078 -44%
Raymond James Financial
5
Raymond James Financial
Florida
$272K +$23.7K +761 +9%
LPL Financial
6
LPL Financial
California
$225K -$147K -4,700 -38%
FFA
7
Farther Finance Advisors
California
$111K +$119K +3,810 New
EWA
8
EverSource Wealth Advisors
Alabama
$70K +$74.5K +2,387 +26,522%
Osaic Holdings
9
Osaic Holdings
Arizona
$62.8K -$117K -3,738 -63%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$55K
Barclays
11
Barclays
United Kingdom
$50.3K
BCV
12
Banque Cantonale Vaudoise
Switzerland
$34K
AWM
13
AE Wealth Management
Kansas
$30.9K
Bank of America
14
Bank of America
North Carolina
$18.6K -$437 -14 -2%
JP Morgan Chase
15
JP Morgan Chase
New York
$17.7K
BNP Paribas Financial Markets
16
BNP Paribas Financial Markets
France
$14.6K
IAIM
17
International Assets Investment Management
Florida
$12.7K +$13.5K +434 New
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$8.71K
SS
19
SBI Securities
Japan
$5.14K -$3.84K -123 -41%
AG
20
AmeriFlex Group
Nevada
$4.38K +$4.68K +150 New
SIS
21
Sound Income Strategies
Florida
$3.55K +$3.62K +116 New
TCM
22
Triumph Capital Management
Colorado
$3.1K +$3.31K +106 New
AF
23
Allworth Financial
California
$2.92K +$3.12K +100 New
LFG
24
Larson Financial Group
Missouri
$2.66K
AWM
25
Abound Wealth Management
Tennessee
$2.13K

HEAL Hedge Fund Activity: Q4 2025 in Review

28 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Global X Funds Global X HealthTech ETF (HEAL) for Q4 2025, worth a combined $17.8M — down 25% from $23.7M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of HEAL and 7 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 5 added.

The largest buyer was Morgan Stanley, adding an estimated $2.48M. The largest seller was Daiwa Securities Group, cutting an estimated $5.93M.

  • 28 institutional investors held Global X Funds Global X HealthTech ETF (HEAL) as of Q4 2025, down from 30 in Q3 2025.
  • Funds reported $17.8M of Global X Funds Global X HealthTech ETF stock for Q4 2025, down 25% quarter-over-quarter.
  • 7 funds opened new Global X Funds Global X HealthTech ETF positions in Q4 2025 and 8 closed out, a net change of -1 holder.
  • The largest Global X Funds Global X HealthTech ETF buyer in Q4 2025 was Morgan Stanley, an estimated $2.48M added.
  • The largest Global X Funds Global X HealthTech ETF seller in Q4 2025 was Daiwa Securities Group, an estimated $5.93M sold.

Based on aggregated 13F filings for Q4 2025.