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Globe Life
GL

672 hedge funds and large institutions have $9.35B invested in Globe Life in 2025 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 191 increasing their positions, 257 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more call options, than puts

Call options by funds: $54.6M | Put options by funds: $14.8M

76% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 55

11% more capital invested

Capital invested by funds: $8.42B → $9.35B (+$931M)

5% more funds holding

Funds holding: 639 → 672 (+33)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

1.31% less ownership

Funds ownership: 82.11% → 80.8% (-1.3%)

26% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 257

Holders
672
Holders Change
+33
Holders Change %
+5.16%
% of All Funds
8.82%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
97
Increased
191
Reduced
257
Closed
55
Calls
$54.6M
Puts
$14.8M
Net Calls
+$39.8M
Net Calls Change
+$15M

Top Buyers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$76.7M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$58.4M
3
Citadel Advisors
Citadel Advisors
Florida
+$32.9M
4
N
Nuveen
North Carolina
+$31.5M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
+$22.9M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$156M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$75.8M
3
NI
Nuance Investments
Missouri
-$42.2M
4
FGP
Freestone Grove Partners
California
-$38.7M
5
Ameriprise
Ameriprise
Minnesota
-$38.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
RF
626
Rossby Financial
Florida
$3.38K – – –
DPW
627
DiNuzzo Private Wealth
Pennsylvania
$3.08K -$407 -3 -12%
SC
628
SouthState Corp
Florida
$3K -$2.58K -19 -48%
CAL
629
Capital Advisors Ltd
Ohio
$3K – – –
MFT
630
Moisand Fitzgerald Tamayo
Florida
$2.86K – – –
FNWA
631
Financial Network Wealth Advisors
Utah
$2.72K -$542 -4 -17%
SS
632
SBI Securities
Japan
$2.72K +$407 +3 +19%
HHMI
633
Howard Hughes Medical Institute
Maryland
$2.57K – – –
BI
634
Binnacle Investments
Iowa
$2.43K – – –
AA
635
Ancora Advisors
Ohio
$2.29K – – –
MCM
636
Manchester Capital Management
Vermont
$2.29K +$2.17K +16 New
TCA
637
Trifecta Capital Advisors
Illinois
$2K – – –
CCM
638
Cloud Capital Management
Washington
$2K +$2.44K +18 New
OP
639
ORG Partners
Indiana
$2K +$1.22K +9 +180%
PWA
640
Physician Wealth Advisors
Utah
$1.86K +$1.22K +9 +225%
MSWM
641
Mowery & Schoenfeld Wealth Management
Illinois
$1.72K – – –
HNW
642
High Note Wealth
Minnesota
$1.72K -$813 -6 -33%
SIC
643
SJS Investment Consulting
Ohio
$1.72K – – –
TFM
644
TFC Financial Management
Massachusetts
$1.72K – – –
RWM
645
Rialto Wealth Management
New York
$1.72K +$271 +2 +20%
PA
646
Pineridge Advisors
Missouri
$1.57K – – –
CFD
647
Creative Financial Designs
Indiana
$1.44K – – –
AIM
648
Anchor Investment Management
South Carolina
$1.29K – – –
HIA
649
HFM Investment Advisors
New Jersey
$1.14K – – –
PWA
650
Principia Wealth Advisory
Texas
$1.14K – – –
24 25
26
27 28

GL Hedge Fund Activity: Q3 2025 in Review

672 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q3 2025, worth a combined $9.35B — up 11% from $8.42B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new GL positions and 55 closed out — a net gain of 42 holders — while 191 added to existing stakes and 257 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $76.7M. The largest seller was Wellington Management Group, cutting an estimated $156M.

  • 672 institutional investors held Globe Life (GL) as of Q3 2025, up from 639 in Q2 2025.
  • Funds reported $9.35B of Globe Life stock for Q3 2025, up 11% quarter-over-quarter.
  • 97 funds opened new Globe Life positions in Q3 2025 and 55 closed out, a net change of +42 holders.
  • The largest Globe Life buyer in Q3 2025 was Balyasny Asset Management, an estimated $76.7M added.
  • The largest Globe Life seller in Q3 2025 was Wellington Management Group, an estimated $156M sold.

Based on aggregated 13F filings for Q3 2025.