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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
BGAI
501
Bruce G. Allen Investments
Colorado
$79.4K -$7.65K -63 -9%
IIM
502
Intact Investment Management
Quebec, Canada
$74.6K
OWP
503
ORG Wealth Partners
Texas
$71.3K +$69.3K +571 New
PFBT
504
Parkside Financial Bank & Trust
Missouri
$71K +$728 +6 +1%
AGWCA
505
Annis Gardner Whiting Capital Advisors
Florida
$70.6K
VCM
506
Versant Capital Management
Arizona
$69.5K -$3.28K -27 -5%
PMFA
507
Plante Moran Financial Advisors
Michigan
$65.8K +$121 +1 +0.2%
MIM
508
MTM Investment Management
South Carolina
$60.9K +$59.5K +490 New
MA
509
Montag & Associates
Georgia
$55.9K
HIA
510
Harbor Investment Advisory
Maryland
$54.8K
TWD
511
True Wealth Design
Ohio
$53.4K +$2.06K +17 +4%
KFP
512
Keener Financial Planning
Texas
$51K
DI
513
DAGCO Inc
Ohio
$51K +$49.8K +410 New
FCAS
514
First Command Advisory Services
Texas
$50.7K -$4.98K -41 -9%
HWA
515
HHM Wealth Advisors
Tennessee
$48.1K
ECM
516
Estabrook Capital Management
New York
$47.7K -$26.2K -216 -36%
RA
517
Ransom Advisory
Rhode Island
$47.2K
EWP
518
Elevation Wealth Partners
California
$44.1K
AAP
519
Arax Advisory Partners
Colorado
$44K +$486 +4 +1%
AC
520
AlphaCore Capital
California
$43.3K +$39.7K +327 +1,557%
KIM
521
Kestra Investment Management
Texas
$42K +$19.9K +164 +100%
TPCW
522
TD Private Client Wealth
New York
$39.3K +$38.4K +316 New
MSWA
523
Marshall & Sterling Wealth Advisors
New York
$37.9K
PS
524
Principal Securities
Iowa
$33.7K +$17.7K +146 +117%
CH
525
Cromwell Holdings
Wyoming
$32.3K +$1.46K +12 +5%

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.