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Globe Life

639 hedge funds and large institutions have $8.42B invested in Globe Life in 2025 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 205 increasing their positions, 225 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more call options, than puts

Call options by funds: $35.1M | Put options by funds: $10.3M

73% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 55

5% more funds holding

Funds holding: 607639 (+32)

0.19% less ownership

Funds ownership: 82.31%82.11% (-0.19%)

9% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 225

7% less capital invested

Capital invested by funds: $9.02B → $8.42B (-$595M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
639
Holders Change
+32
Holders Change %
+5.27%
% of All Funds
8.41%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
95
Increased
205
Reduced
225
Closed
55
Calls
$35.1M
Puts
$10.3M
Net Calls
+$24.8M
Net Calls Change
+$7.12M
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
601
Trifecta Capital Advisors
Illinois
$1.74K
MSWM
602
Mowery & Schoenfeld Wealth Management
Illinois
$1.5K
SIC
603
SJS Investment Consulting
Ohio
$1.49K -$850 -7 -37%
TFM
604
TFC Financial Management
Massachusetts
$1.49K
PA
605
Pineridge Advisors
Missouri
$1.37K
CFD
606
Creative Financial Designs
Indiana
$1.25K
RWM
607
Rialto Wealth Management
New York
$1.24K -$728 -6 -38%
AIM
608
Anchor Investment Management
South Carolina
$1.12K
CPG
609
Cornerstone Planning Group
New Jersey
$1.12K +$971 +8 New
WTC
610
WhitTier Trust Company
Nevada
$994
PWA
611
Principia Wealth Advisory
Texas
$994 +$364 +3 +60%
HIA
612
HFM Investment Advisors
New Jersey
$994 +$607 +5 +167%
DF
613
Dunhill Financial
United Kingdom
$943 -$121 -1 -13%
VWA
614
Valued Wealth Advisors
Utah
$873
NC
615
NewSquare Capital
Pennsylvania
$870 +$243 +2 +40%
BHWM
616
Bay Harbor Wealth Management
Maryland
$870 +$486 +4 +133%
Kayne Anderson Rudnick Investment Management
617
Kayne Anderson Rudnick Investment Management
California
$870 +$850 +7 New
PWM
618
Parkworth Wealth Management
California
$746 +$364 +3 +100%
HFS
619
Hughes Financial Services
Virginia
$706
GC
620
Garde Capital
Washington
$622
OP
621
ORG Partners
Indiana
$622 +$607 +5 New
SC
622
Stephens Consulting
Michigan
$622 +$607 +5 New
CT
623
Colonial Trust
South Carolina
$621
PWA
624
Physician Wealth Advisors
Utah
$498 -$971 -8 -67%
AWM
625
Atticus Wealth Management
Florida
$498 +$486 +4 New

GL Hedge Fund Activity: Q2 2025 in Review

639 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q2 2025, worth a combined $8.42B — down 6.6% from $9.02B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new GL positions and 55 closed out — a net gain of 40 holders — while 205 added to existing stakes and 225 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $84.6M. The largest seller was BlackRock, cutting an estimated $60.8M.

  • 639 institutional investors held Globe Life (GL) as of Q2 2025, up from 607 in Q1 2025.
  • Funds reported $8.42B of Globe Life stock for Q2 2025, down 6.6% quarter-over-quarter.
  • 95 funds opened new Globe Life positions in Q2 2025 and 55 closed out, a net change of +40 holders.
  • The largest Globe Life buyer in Q2 2025 was AQR Capital Management, an estimated $84.6M added.
  • The largest Globe Life seller in Q2 2025 was BlackRock, an estimated $60.8M sold.

Based on aggregated 13F filings for Q2 2025.