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Globe Life

663 hedge funds and large institutions have $8.91B invested in Globe Life in 2026 Q1 according to their latest regulatory filings, with 82 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

0.42% less ownership

Funds ownership: 82.19%81.77% (-0.42%)

2% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 84

2% less capital invested

Capital invested by funds: $9.14B → $8.91B (-$223M)

3% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 224

3% less funds holding

Funds holding: 680663 (-17)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
663
Holders Change
-17
Holders Change %
-2.5%
% of All Funds
8.16%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
82
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
RF
601
Rossby Financial
Florida
$4.63K +$1.27K +9 +38%
CCM
602
Chilton Capital Management
Texas
$4.59K -$4.66K -33 -50%
JWM
603
JPL Wealth Management
Colorado
$4.45K +$4.52K +32 New
VWA
604
Valued Wealth Advisors
Utah
$4.32K +$3.25K +23 +288%
CIAS
605
CBIZ Investment Advisory Services
Ohio
$3.9K
KFI
606
Key Financial Inc
Pennsylvania
$3.76K
PWA
607
Physician Wealth Advisors
Utah
$3.34K +$1.55K +11 +85%
WA
608
WPG Advisers
Maryland
$3.06K -$706 -5 -19%
DPW
609
DiNuzzo Private Wealth
Pennsylvania
$3.06K
BH
610
Burk Holdings
Oklahoma
$3.06K +$3.11K +22 New
CAL
611
Capital Advisors Ltd
Ohio
$3K
SC
612
SouthState Corp
Florida
$2.92K
MFT
613
Moisand Fitzgerald Tamayo
Florida
$2.78K
MAM
614
Marquette Asset Management
Minnesota
$2.65K
FNWA
615
Financial Network Wealth Advisors
Utah
$2.64K
WTC
616
WhitTier Trust Company
Nevada
$2.58K +$1.41K +10 +125%
BHWM
617
Bay Harbor Wealth Management
Maryland
$2.5K +$1.13K +8 +80%
SS
618
SBI Securities
Japan
$2.37K -$424 -3 -15%
RWM
619
Rialto Wealth Management
New York
$2.37K +$424 +3 +21%
CFG
620
Clayton Financial Group
Missouri
$2.09K
T
621
Tidemark
California
$1.95K +$1.98K +14 New
SSG
622
Summit Securities Group
New York
$1.81K -$57.7K -409 -97%
WA
623
Whipplewood Advisors
Colorado
$1.81K +$1.83K +13 New
MSWM
624
Mowery & Schoenfeld Wealth Management
Illinois
$1.67K
TFM
625
TFC Financial Management
Massachusetts
$1.67K