Horizon Kinetics Medical ETF
MEDX
5 hedge funds and large institutions have $87.6K invested in Horizon Kinetics Medical ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
50% more capital invested
Capital invested by funds: $58.5K → $87.6K (+$29.1K)
25% more funds holding
Funds holding: 4 → 5 (+1)
0.13% more ownership
Funds ownership: 0.33% → 0.46% (+0.13%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$68K |
| 2 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$8.67K |
| 3 |
HWM
HighMark Wealth Management
St. Paul,
Minnesota
|
+$65 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$54.6K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$32 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Osaic Holdings
Scottsdale,
Arizona
| $69.6K | +$68K | +2,095 | New |
|
|
GRP
2
Global Retirement Partners
San Rafael,
California
| $8.87K | +$8.67K | +267 | New |
|
|
HWM
3
HighMark Wealth Management
St. Paul,
Minnesota
| $5.54K | +$65 | +2 | +1% |
|
|
4
UBS Group
Zurich,
Switzerland
| $3.39K | -$54.6K | -1,681 | -94% |
|
5
Fidelity Investments
Boston,
Massachusetts
| $266 | – | – | – |
|
|
6
Wells Fargo
San Francisco,
California
| $9 | -$32 | -1 | Closed |
|
MEDX Hedge Fund Activity: Q4 2025 in Review
5 of the 8,232 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Medical ETF (MEDX) for Q4 2025, worth a combined $87.6K — up 50% from $58.5K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new MEDX positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Osaic Holdings, opening a new position worth an estimated $68K. The largest seller was UBS Group, cutting an estimated $54.6K.
- 5 institutional investors held Horizon Kinetics Medical ETF (MEDX) as of Q4 2025, up from 4 in Q3 2025.
- Funds reported $87.6K of Horizon Kinetics Medical ETF stock for Q4 2025, up 50% quarter-over-quarter.
- 2 funds opened new Horizon Kinetics Medical ETF positions in Q4 2025 and 1 closed out, a net change of +1 holder.
- The largest Horizon Kinetics Medical ETF buyer in Q4 2025 was Osaic Holdings, an estimated $68K added.
- The largest Horizon Kinetics Medical ETF seller in Q4 2025 was UBS Group, an estimated $54.6K sold.
Based on aggregated 13F filings for Q4 2025.