We are live on ! Find out more
GL icon

Globe Life

663 hedge funds and large institutions have $8.91B invested in Globe Life in 2026 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 218 increasing their positions, 224 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

352% more call options, than puts

Call options by funds: $40.9M | Put options by funds: $9.06M

0.42% less ownership

Funds ownership: 82.19%81.77% (-0.42%)

2% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 84

2% less capital invested

Capital invested by funds: $9.14B → $8.91B (-$223M)

3% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 224

3% less funds holding

Funds holding: 680663 (-17)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
663
Holders Change
-17
Holders Change %
-2.5%
% of All Funds
8.16%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
82
Increased
218
Reduced
224
Closed
84
Calls
$40.9M
Puts
$9.06M
Net Calls
+$31.9M
Net Calls Change
-$5.12M
Name Holding Trade Value Shares
Change
Change in
Stake
IPW
301
Impact Partnership Wealth
Georgia
$791K +$88.5K +627 +12%
SAM
302
Summit Asset Management
Tennessee
$789K +$282 +2 +0%
WorldQuant Millennium Advisors
303
WorldQuant Millennium Advisors
New York
$772K +$11.3K +80 +1%
NW
304
NewEdge Wealth
Pennsylvania
$755K -$97.7K -692 -11%
SC
305
SummitTX Capital
Texas
$751K -$2M -14,180 -72%
BIG
306
Brooklyn Investment Group
New York
$744K +$349K +2,473 +86%
DC
307
Davenport & Co
Virginia
$731K +$282 +2 +0%
CM
308
Cornerstone Management
Georgia
$726K -$496K -3,516 -40%
ACA
309
Atlas Capital Advisors
Wyoming
$714K -$92.8K -657 -11%
BA
310
Bridgewater Associates
Connecticut
$713K -$8.75M -61,988 -92%
Cambridge Investment Research Advisors
311
Cambridge Investment Research Advisors
Iowa
$710K -$137K -973 -16%
AG
312
AlTi Global
New York
$703K -$56.9K -403 -7%
OC
313
Oppenheimer & Co
New York
$701K +$712K +5,040 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
314
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$696K -$9.62M -68,145 -93%
Jones Financial Companies
315
Jones Financial Companies
Missouri
$694K +$221K +1,568 +44%
CPIG
316
Chicago Partners Investment Group
Illinois
$689K +$168K +1,189 +35%
FDCDDQ
317
Federation des caisses Desjardins du Quebec
Quebec, Canada
$688K -$195K -1,381 -22%
AIP
318
Ameritas Investment Partners
Nebraska
$680K +$586K +4,150 +562%
KF
319
Krilogy Financial
Missouri
$677K -$29.9K -212 -4%
HTC
320
Haverford Trust Company
Pennsylvania
$671K
MSU
321
Mizuho Securities USA
New York
$670K -$139K -983 -17%
NB
322
Norinchukin Bank
Japan
$669K -$4.09K -29 -0.6%
IRAG
323
Investment Research & Advisory Group
Georgia
$664K +$641K +4,542 +2,010%
AFG
324
Allegheny Financial Group
Pennsylvania
$661K
HWM
325
HB Wealth Management
Georgia
$660K +$86K +609 +15%