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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
PWM
401
Perigon Wealth Management
California
$451K -$13.1K -97 -3%
FDP
402
Financiere des Professionnels
Quebec, Canada
$450K
Brown Advisory
403
Brown Advisory
Maryland
$445K -$8.4K -62 -2%
Koshinski Asset Management
404
Koshinski Asset Management
Illinois
$442K -$34.8K -257 -8%
BCM
405
Birmingham Capital Management
Alabama
$441K
GWP
406
Gen-Wealth Partners
Michigan
$440K +$427K +3,149 New
EF
407
Empirical Finance
Pennsylvania
$440K -$17.6K -130 -4%
QL
408
Quarry LP
New York
$429K +$283K +2,089 +214%
CWM
409
Cabot Wealth Management
Massachusetts
$429K
Grantham, Mayo, Van Otterloo & Co (GMO)
410
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$426K -$817K -6,031 -66%
Asset Management One
411
Asset Management One
Japan
$421K -$1.42M -10,518 -78%
TBA
412
Tower Bridge Advisors
Pennsylvania
$420K
PAS
413
Park Avenue Securities
New York
$417K +$21K +155 +5%
KeyBank National Association
414
KeyBank National Association
Ohio
$412K -$134K -987 -25%
BIG
415
Brooklyn Investment Group
New York
$407K +$389K +2,874 New
ML
416
McAdam LLC
Pennsylvania
$403K -$813 -6 -0.2%
RA
417
RFG Advisory
Alabama
$402K
NDSIB
418
North Dakota State Investment Board
North Dakota
$398K +$385K +2,845 New
HCA
419
Hardworking Capital Advisors
California
$396K +$383K +2,828 New
EMAM
420
Encompass More Asset Management
California
$392K +$380K +2,804 New
OAC
421
OMERS Administration Corp
Ontario, Canada
$391K
IWC
422
Integrated Wealth Concepts
Massachusetts
$390K -$262K -1,937 -41%
QCM
423
Qsemble Capital Management
New York
$387K -$386K -2,853 -51%
SWP
424
Stratos Wealth Partners
Ohio
$386K -$271 -2 -0.1%
DS
425
DRW Securities
Illinois
$383K -$37.7K -278 -9%