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
JIC
376
Johnson Investment Counsel
Ohio
$450K -$632K -4,480 -58%
CCM
377
Coldstream Capital Management
Washington
$449K -$14.1K -100 -3%
NWM
378
Navigate Wealth Management
Alabama
$448K +$419K +2,971 New
FDP
379
Financiere des Professionnels
Quebec, Canada
$448K
NEI
380
Northwest & Ethical Investments
Ontario, Canada
$447K -$175K -1,239 -28%
NI
381
Natural Investments
California
$445K -$35.6K -252 -7%
CFO
382
Callan Family Office
Pennsylvania
$440K -$139K -984 -24%
MB
383
MidFirst Bank
Oklahoma
$438K -$88.8K -629 -17%
BCM
384
Birmingham Capital Management
Alabama
$438K
EF
385
Empirical Finance
Pennsylvania
$437K -$1.13K -8 -0.3%
CA
386
Clearstead Advisors
Ohio
$437K -$242K -1,714 -35%
KeyBank National Association
387
KeyBank National Association
Ohio
$430K +$20.2K +143 +5%
Mackenzie Financial
388
Mackenzie Financial
Ontario, Canada
$428K -$1.86M -13,160 -81%
CWM
389
Cabot Wealth Management
Massachusetts
$427K
EP
390
Essential Partners
California
$423K -$135K -957 -24%
PWM
391
Perigon Wealth Management
California
$423K -$26.8K -190 -6%
EWA
392
EP Wealth Advisors
California
$422K -$46.2K -327 -10%
D.E. Shaw & Co
393
D.E. Shaw & Co
New York
$422K -$3.56M -25,194 -89%
TBA
394
Tower Bridge Advisors
Pennsylvania
$418K
AP
395
Advisortrust Partners
North Carolina
$417K +$37.4K +265 +10%
Lazard Asset Management
396
Lazard Asset Management
New York
$417K +$423K +2,997 New
SFB
397
STAR Financial Bank
Indiana
$408K +$414K +2,933 New
Asset Management One
398
Asset Management One
Japan
$407K -$6.21K -44 -1%
HCA
399
Hardworking Capital Advisors
California
$406K +$12.3K +87 +3%
RA
400
RFG Advisory
Alabama
$402K +$1.69K +12 +0.4%