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Globe Life
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Overview Fund Activity

622 hedge funds and large institutions have $8.41B invested in Globe Life in 2025 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 201 increasing their positions, 219 reducing their positions, and 55 closing their positions.

Holders
622
Holders Change
+19
Holders Change %
+3.15%
% of All Funds
8.35%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
89
Increased
201
Reduced
219
Closed
55
Calls
$19.3M
Puts
$7.42M
Net Calls
+$11.9M
Net Calls Change
-$5.73M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$158M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$174M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$251M
4
UBS Group
4
UBS Group
Switzerland
$48.3M
5
Invesco
5
Invesco
Georgia
$487M

Top Sellers

1
BlackRock
1
BlackRock
New York
$724M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$26M
4
GC
4
Gillson Capital
Illinois
$0
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$492M
Name Market Value Shares Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
601
Kayne Anderson Rudnick Investment Management
California
$870 7 +7 New
PWM
602
Parkworth Wealth Management
California
$746 6 +3 +100%
HFS
603
Hughes Financial Services
Virginia
$706 5 – –
GC
604
Garde Capital
Washington
$622 5 – –
SC
605
Stephens Consulting
Michigan
$622 5 +5 New
OP
606
ORG Partners
Indiana
$622 5 +5 New
CT
607
Colonial Trust
South Carolina
$621 5 – –
PWA
608
Physician Wealth Advisors
Utah
$498 4 -8 -67%
AWM
609
Atticus Wealth Management
Florida
$498 4 +4 New
AWM
610
Activest Wealth Management
Florida
$497 4 – –
TIM
611
Total Investment Management
Arizona
$497 4 +4 New
TIM
612
Tortoise Investment Management
New York
$497 4 +4 New
T
613
Transce3nd
Texas
$373 3 – –
PWAM
614
Private Wealth Asset Management
Iowa
$373 3 – –
WA
615
WestEnd Advisors
North Carolina
$249 2 -1 -33%
IAS
616
IMA Advisory Services
Colorado
$249 2 +2 New
QWM
617
Quaker Wealth Management
New Jersey
$249 2 +2 New
ACA
618
American Capital Advisory
Idaho
$125 1 +1 New
RS
619
Rakuten Securities
Japan
$124 1 -100 -99%
BCWM
620
Bartlett & Co Wealth Management
Ohio
$124 1 +1 New
YDMI
621
Y.D. More Investments
Israel
$28 75 -42 -36%
Balyasny Asset Management
622
Balyasny Asset Management
Illinois
– – -274,643 Closed
GC
623
Gillson Capital
Illinois
– – -209,272 Closed
Renaissance Technologies
624
Renaissance Technologies
New York
– – -65,000 Closed
EA
625
Ellsworth Advisors
Ohio
– – -33,954 Closed
23 24
25
26 27