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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
AA
576
Ancora Advisors
Ohio
$2.11K
SS
577
SBI Securities
Japan
$2.11K
RWM
578
Rialto Wealth Management
New York
$2.11K +$1.96K +16 New
TCA
579
Trifecta Capital Advisors
Illinois
$1.84K
UIC
580
Uniplan Investment Counsel
Wisconsin
$1.67K +$1.47K +12 New
MSWM
581
Mowery & Schoenfeld Wealth Management
Illinois
$1.58K -$245 -2 -14%
PWA
582
Physician Wealth Advisors
Utah
$1.58K
TFM
583
TFC Financial Management
Massachusetts
$1.58K
PA
584
Pineridge Advisors
Missouri
$1.45K
CFD
585
Creative Financial Designs
Indiana
$1.32K
OCM
586
Osterweis Capital Management
California
$1.32K +$1.22K +10 New
AIM
587
Anchor Investment Management
South Carolina
$1.19K
SWC
588
Spectrum Wealth Counsel
Indiana
$1.05K +$979 +8 New
WTC
589
WhitTier Trust Company
Nevada
$1.05K
DF
590
Dunhill Financial
United Kingdom
$1.01K -$489 -4 -33%
VWA
591
Valued Wealth Advisors
Utah
$924
HFS
592
Hughes Financial Services
Virginia
$661 +$612 +5 New
CT
593
Colonial Trust
South Carolina
$659 -$9.79K -80 -94%
CA
594
Continuum Advisory
Idaho
$659 -$2.33K -19 -79%
GC
595
Garde Capital
Washington
$659 +$612 +5 New
NC
596
NewSquare Capital
Pennsylvania
$659 +$612 +5 New
PWA
597
Principia Wealth Advisory
Texas
$613
AWM
598
Activest Wealth Management
Florida
$527 +$489 +4 New
HIA
599
HFM Investment Advisors
New Jersey
$396 +$367 +3 New
PWM
600
Parkworth Wealth Management
California
$395