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Globe Life

607 hedge funds and large institutions have $9.02B invested in Globe Life in 2025 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 190 increasing their positions, 210 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 47

38% more call options, than puts

Call options by funds: $63.6M | Put options by funds: $46M

16% more capital invested

Capital invested by funds: $7.78B → $9.02B (+$1.24B)

7% more funds holding

Funds holding: 566607 (+41)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.82% less ownership

Funds ownership: 83.12%82.31% (-0.82%)

10% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 210

Holders
607
Holders Change
+41
Holders Change %
+7.24%
% of All Funds
8.14%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
95
Increased
190
Reduced
210
Closed
47
Calls
$63.6M
Puts
$46M
Net Calls
+$17.6M
Net Calls Change
+$34.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LSA
401
Leonteq Securities AG
Switzerland
$333K +$104K +848 +51%
MPM
402
MBB Public Markets
Illinois
$327K +$304K +2,482 New
Acadian Asset Management
403
Acadian Asset Management
Massachusetts
$322K +$301K +2,460 New
CCWM
404
Cassaday & Co Wealth Management
Virginia
$316K
SCM
405
SCS Capital Management
Massachusetts
$314K +$292K +2,384 New
WF
406
Welch & Forbes
Massachusetts
$313K
ZIC
407
ZWJ Investment Counsel
Georgia
$308K
PAG
408
Private Advisor Group
New Jersey
$308K +$286K +2,337 New
HNB
409
Huntington National Bank
Ohio
$307K -$5.02K -41 -2%
JG
410
Jain Global
New York
$303K -$1.66M -13,606 -86%
MFS
411
McNamara Financial Services
Massachusetts
$297K +$275K +2,251 New
VSQM
412
V-Square Quantitative Management
Illinois
$296K -$34.4K -281 -11%
CB
413
CNB Bank
Pennsylvania
$296K
AFCM
414
Applied Finance Capital Management
Puerto Rico
$294K
CIM
415
Cambria Investment Management
California
$293K +$272K +2,227 New
HAG
416
HighPoint Advisor Group
Illinois
$293K +$11.6K +95 +4%
CDWM
417
Campbell Deegan Wealth Management
Virginia
$291K +$122 +1 +0%
PCM
418
Polymer Capital Management
New York
$290K +$269K +2,199 New
BCI
419
Brinker Capital Investments
Pennsylvania
$289K -$3.55K -29 -1%
OPS
420
Orion Portfolio Solutions
Nebraska
$289K -$3.55K -29 -1%
RLWM
421
RF&L Wealth Management
Massachusetts
$284K +$264K +2,157 New
DCM
422
DGS Capital Management
New Jersey
$283K +$22.6K +185 +9%
NWWA
423
New Wave Wealth Advisors
Arkansas
$282K -$66.2K -541 -20%
PWPS
424
Pinnacle Wealth Planning Services
Ohio
$282K -$18.5K -151 -7%
Nomura Asset Management
425
Nomura Asset Management
Japan
$281K -$4.28K -35 -2%

GL Hedge Fund Activity: Q1 2025 in Review

607 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q1 2025, worth a combined $9.02B — up 16% from $7.78B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new GL positions and 47 closed out — a net gain of 48 holders — while 190 added to existing stakes and 210 trimmed.

The largest buyer was BlackRock, adding an estimated $45.2M. The largest seller was Wellington Management Group, cutting an estimated $115M.

  • 607 institutional investors held Globe Life (GL) as of Q1 2025, up from 566 in Q4 2024.
  • Funds reported $9.02B of Globe Life stock for Q1 2025, up 16% quarter-over-quarter.
  • 95 funds opened new Globe Life positions in Q1 2025 and 47 closed out, a net change of +48 holders.
  • The largest Globe Life buyer in Q1 2025 was BlackRock, an estimated $45.2M added.
  • The largest Globe Life seller in Q1 2025 was Wellington Management Group, an estimated $115M sold.

Based on aggregated 13F filings for Q1 2025.