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Globe Life

639 hedge funds and large institutions have $8.42B invested in Globe Life in 2025 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 205 increasing their positions, 225 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more call options, than puts

Call options by funds: $35.1M | Put options by funds: $10.3M

73% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 55

5% more funds holding

Funds holding: 607639 (+32)

0.19% less ownership

Funds ownership: 82.31%82.11% (-0.19%)

9% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 225

7% less capital invested

Capital invested by funds: $9.02B → $8.42B (-$595M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
639
Holders Change
+32
Holders Change %
+5.27%
% of All Funds
8.41%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
95
Increased
205
Reduced
225
Closed
55
Calls
$35.1M
Puts
$10.3M
Net Calls
+$24.8M
Net Calls Change
+$7.12M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
426
Kathmere Capital Management
Pennsylvania
$273K +$14.2K +117 +6%
HNB
427
Huntington National Bank
Ohio
$272K -$16.9K -139 -6%
BCI
428
Brinker Capital Investments
Pennsylvania
$268K -$4.61K -38 -2%
SLAM
429
Swiss Life Asset Management
$268K +$262K +2,154 New
NWWA
430
New Wave Wealth Advisors
Arkansas
$266K -$607 -5 -0.2%
Jones Financial Companies
431
Jones Financial Companies
Missouri
$266K +$88.5K +729 +52%
PWPS
432
Pinnacle Wealth Planning Services
Ohio
$265K -$850 -7 -0.3%
SWM
433
Spire Wealth Management
Virginia
$264K +$56K +461 +28%
VSQM
434
V-Square Quantitative Management
Illinois
$262K -$16.9K -139 -6%
CCFM
435
Clear Creek Financial Management
Washington
$262K +$256K +2,106 New
SAM
436
Smartleaf Asset Management
Massachusetts
$260K -$157K -1,297 -38%
QIM
437
Quantitative Investment Management
Virginia
$260K -$245K -2,019 -49%
AFCM
438
Applied Finance Capital Management
Puerto Rico
$259K -$18K -148 -7%
KRW
439
Kaufman Rossin Wealth
Florida
$259K +$253K +2,081 New
Nomura Asset Management
440
Nomura Asset Management
Japan
$258K -$6.8K -56 -3%
FFG
441
Fiduciary Financial Group
California
$257K +$3.4K +28 +1%
EW
442
Evoke Wealth
California
$253K +$247K +2,036 New
MPM
443
MBB Public Markets
Illinois
$251K -$56K -461 -19%
BW
444
Blalock Williams
Alabama
$250K +$9.59K +79 +4%
EMAM
445
Encompass More Asset Management
California
$250K +$245K +2,014 New
SMDAM
446
Sumitomo Mitsui DS Asset Management
Japan
$249K
JSW
447
Journey Strategic Wealth
New Jersey
$249K +$243K +2,002 New
WFA
448
West Financial Advisors
Iowa
$249K
MGP
449
Metis Global Partners
California
$248K +$14.2K +117 +6%
SWP
450
Sagespring Wealth Partners
Tennessee
$241K +$14.2K +117 +6%

GL Hedge Fund Activity: Q2 2025 in Review

639 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q2 2025, worth a combined $8.42B — down 6.6% from $9.02B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new GL positions and 55 closed out — a net gain of 40 holders — while 205 added to existing stakes and 225 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $84.6M. The largest seller was BlackRock, cutting an estimated $60.8M.

  • 639 institutional investors held Globe Life (GL) as of Q2 2025, up from 607 in Q1 2025.
  • Funds reported $8.42B of Globe Life stock for Q2 2025, down 6.6% quarter-over-quarter.
  • 95 funds opened new Globe Life positions in Q2 2025 and 55 closed out, a net change of +40 holders.
  • The largest Globe Life buyer in Q2 2025 was AQR Capital Management, an estimated $84.6M added.
  • The largest Globe Life seller in Q2 2025 was BlackRock, an estimated $60.8M sold.

Based on aggregated 13F filings for Q2 2025.