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Globe Life

680 hedge funds and large institutions have $9.14B invested in Globe Life in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 194 increasing their positions, 259 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more call options, than puts

Call options by funds: $49.1M | Put options by funds: $12.1M

44% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 61

1.39% more ownership

Funds ownership: 80.8%82.19% (+1.4%)

1% more funds holding

Funds holding: 672680 (+8)

2% less capital invested

Capital invested by funds: $9.35B → $9.14B (-$215M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

25% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 259

Holders
680
Holders Change
+8
Holders Change %
+1.19%
% of All Funds
8.27%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
88
Increased
194
Reduced
259
Closed
61
Calls
$49.1M
Puts
$12.1M
Net Calls
+$37M
Net Calls Change
-$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
NMERB
376
New Mexico Educational Retirement Board
New Mexico
$522K
DG
377
DMC Group
Alabama
$522K +$271 +2 +0.1%
IG
378
ING Group
Netherlands
$514K -$16.3K -120 -3%
PCP
379
Proficio Capital Partners
Massachusetts
$512K -$5.55K -41 -1%
SSWM
380
Smith Salley Wealth Management
North Carolina
$510K
UCFA
381
United Capital Financial Advisors
Texas
$510K +$26.6K +196 +6%
QT
382
Quantbot Technologies
New York
$510K +$494K +3,645 New
Vontobel Holding
383
Vontobel Holding
Switzerland
$501K -$187K -1,377 -28%
Jones Financial Companies
384
Jones Financial Companies
Missouri
$499K +$122K +900 +34%
CCFM
385
Clear Creek Financial Management
Washington
$497K +$106K +781 +28%
Capstone Investment Advisors
386
Capstone Investment Advisors
New York
$493K +$478K +3,527 New
NI
387
Natural Investments
California
$482K +$11.8K +87 +3%
Macquarie Group
388
Macquarie Group
Australia
$479K +$218K +1,606 +88%
WIA
389
World Investment Advisors
California
$473K +$26.4K +195 +6%
FFM
390
Forum Financial Management
Illinois
$473K
SF
391
Summit Financial
New Jersey
$472K +$1.08K +8 +0.2%
ECM
392
Everence Capital Management
Indiana
$471K
EWA
393
EP Wealth Advisors
California
$470K +$455K +3,358 New
Baird Financial Group
394
Baird Financial Group
Wisconsin
$466K -$3.79K -28 -0.8%
CCM
395
Coldstream Capital Management
Washington
$466K -$108K -794 -19%
CPIG
396
Chicago Partners Investment Group
Illinois
$459K +$6.1K +45 +1%
CL
397
CSS LLC
Illinois
$457K
MSE
398
MUFG Securities EMEA
United Kingdom
$456K +$232K +1,713 +111%
AWM
399
Avior Wealth Management
Nebraska
$453K +$59.6K +440 +16%
DT
400
Diversified Trust
Tennessee
$453K -$1.35K -10 -0.3%