GL icon

Globe Life

625 hedge funds and large institutions have $8.42B invested in Globe Life in 2025 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 201 increasing their positions, 222 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
+22
Holders Change %
+3.65%
% of All Funds
8.38%
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
222
Closed
55
Calls
$35.1M
Puts
$10.3M
Net Calls
+$24.8M
Net Calls Change
+$7.12M
Name Holding Trade Value Shares
Change
Shares
Change %
VWA
601
Valued Wealth Advisors
Utah
$873
NC
602
NewSquare Capital
Pennsylvania
$870 +$249 +2 +40%
BHWM
603
Bay Harbor Wealth Management
Maryland
$870 +$497 +4 +133%
Kayne Anderson Rudnick Investment Management
604
Kayne Anderson Rudnick Investment Management
California
$870 +$870 +7 New
PWM
605
Parkworth Wealth Management
California
$746 +$373 +3 +100%
HFS
606
Hughes Financial Services
Virginia
$706
GC
607
Garde Capital
Washington
$622
OP
608
ORG Partners
Indiana
$622 +$622 +5 New
SC
609
Stephens Consulting
Michigan
$622 +$622 +5 New
CT
610
Colonial Trust
South Carolina
$621
PWA
611
Physician Wealth Advisors
Utah
$498 -$996 -8 -67%
AWM
612
Atticus Wealth Management
Florida
$498 +$498 +4 New
AWM
613
Activest Wealth Management
Florida
$497
TIM
614
Total Investment Management
Arizona
$497 +$497 +4 New
TIM
615
Tortoise Investment Management
New York
$497 +$497 +4 New
T
616
Transce3nd
Texas
$373
PWAM
617
Private Wealth Asset Management
Iowa
$373
WA
618
WestEnd Advisors
North Carolina
$249 -$125 -1 -33%
IAS
619
IMA Advisory Services
Colorado
$249 +$249 +2 New
QWM
620
Quaker Wealth Management
New Jersey
$249 +$249 +2 New
ACA
621
American Capital Advisory
Idaho
$125 +$125 +1 New
RS
622
Rakuten Securities
Japan
$124 -$12.4K -100 -99%
BCWM
623
Bartlett & Co Wealth Management
Ohio
$124 +$124 +1 New
YDMI
624
Y.D. More Investments
Israel
$28 -$16 -42 -36%
Balyasny Asset Management
625
Balyasny Asset Management
Illinois
-$36.2M -274,643 Closed