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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
MWM
551
Magnolia Wealth Management
Alabama
$34.2K +$34.7K +246 New
JFGIW
552
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$32.4K
OL
553
OneFund LLC
Florida
$30.5K -$4.09K -29 -12%
VFM
554
Vision Financial Markets
Connecticut
$27.8K
CFO
555
CVA Family Office
Colorado
$26.9K +$18.6K +132 +216%
SWP
556
Strategic Wealth Partners
Ohio
$26.7K
MPWT
557
MassMutual Private Wealth & Trust
Connecticut
$26.6K
EWP
558
Elevation Wealth Partners
California
$25.6K +$3.53K +25 +16%
W
559
WealthCollab
Washington
$25.3K
GKIM
560
GW&K Investment Management
Massachusetts
$25K +$141 +1 +0.6%
AA
561
Addison Advisors
Vermont
$24.5K
HWA
562
HHM Wealth Advisors
Tennessee
$23.7K -$18.4K -130 -43%
CTA
563
Colonial Trust Advisors
South Carolina
$23.5K +$141 +1 +0.6%
TPCW
564
TD Private Client Wealth
New York
$22.7K
PCM
565
Peregrine Capital Management
Minnesota
$20.9K
APW
566
Aventura Private Wealth
Florida
$18.8K
PTC
567
Private Trust Company
Ohio
$18.5K -$141 -1 -0.7%
STB
568
S&T Bank
Pennsylvania
$18.4K
ECM
569
Estabrook Capital Management
New York
$16.7K -$16.9K -120 -50%
DWP
570
Destiny Wealth Partners
Florida
$16.7K +$16.9K +120 New
MCM
571
Manchester Capital Management
Vermont
$16.4K
JWA
572
JFS Wealth Advisors
Pennsylvania
$15.2K -$565 -4 -4%
TC
573
Tacita Capital
Ontario, Canada
$12.5K +$12.7K +90 New
GBT
574
Grove Bank & Trust
Florida
$11.4K
FFO
575
Fortitude Family Office
Arizona
$11.3K +$5.93K +42 +108%