We are live on ! Find out more
GL icon

Globe Life

662 hedge funds and large institutions have $8.91B invested in Globe Life in 2026 Q1 according to their latest regulatory filings, with 81 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

0.43% less ownership

Funds ownership: 82.19%81.76% (-0.43%)

2% less capital invested

Capital invested by funds: $9.14B → $8.91B (-$224M)

3% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 224

4% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 84

3% less funds holding

Funds holding: 680662 (-18)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
662
Holders Change
-18
Holders Change %
-2.65%
% of All Funds
8.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
81
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
CCM
601
Chilton Capital Management
Texas
$4.59K -$4.66K -33 -50%
JWM
602
JPL Wealth Management
Colorado
$4.45K +$4.52K +32 New
VWA
603
Valued Wealth Advisors
Utah
$4.32K +$3.25K +23 +288%
CIAS
604
CBIZ Investment Advisory Services
Ohio
$3.9K
KFI
605
Key Financial Inc
Pennsylvania
$3.76K
PWA
606
Physician Wealth Advisors
Utah
$3.34K +$1.55K +11 +85%
WA
607
WPG Advisers
Maryland
$3.06K -$706 -5 -19%
DPW
608
DiNuzzo Private Wealth
Pennsylvania
$3.06K
BH
609
Burk Holdings
Oklahoma
$3.06K +$3.11K +22 New
CAL
610
Capital Advisors Ltd
Ohio
$3K
SC
611
SouthState Corp
Florida
$2.92K
MFT
612
Moisand Fitzgerald Tamayo
Florida
$2.78K
MAM
613
Marquette Asset Management
Minnesota
$2.65K
FNWA
614
Financial Network Wealth Advisors
Utah
$2.64K
WTC
615
WhitTier Trust Company
Nevada
$2.58K +$1.41K +10 +125%
BHWM
616
Bay Harbor Wealth Management
Maryland
$2.5K +$1.13K +8 +80%
SS
617
SBI Securities
Japan
$2.37K -$424 -3 -15%
RWM
618
Rialto Wealth Management
New York
$2.37K +$424 +3 +21%
CFG
619
Clayton Financial Group
Missouri
$2.09K
T
620
Tidemark
California
$1.95K +$1.98K +14 New
SSG
621
Summit Securities Group
New York
$1.81K -$57.7K -409 -97%
WA
622
Whipplewood Advisors
Colorado
$1.81K +$1.83K +13 New
MSWM
623
Mowery & Schoenfeld Wealth Management
Illinois
$1.67K
TFM
624
TFC Financial Management
Massachusetts
$1.67K
DF
625
Dunhill Financial
United Kingdom
$1.58K +$141 +1 +10%