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Globe Life

680 hedge funds and large institutions have $9.14B invested in Globe Life in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 194 increasing their positions, 259 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more call options, than puts

Call options by funds: $49.1M | Put options by funds: $12.1M

44% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 61

1.39% more ownership

Funds ownership: 80.8%82.19% (+1.4%)

1% more funds holding

Funds holding: 672680 (+8)

2% less capital invested

Capital invested by funds: $9.35B → $9.14B (-$215M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

25% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 259

Holders
680
Holders Change
+8
Holders Change %
+1.19%
% of All Funds
8.27%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
88
Increased
194
Reduced
259
Closed
61
Calls
$49.1M
Puts
$12.1M
Net Calls
+$37M
Net Calls Change
-$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
651
Bay Harbor Wealth Management
Maryland
$1.4K +$406 +3 +43%
AIM
652
Anchor Investment Management
South Carolina
$1.26K
VWA
653
Valued Wealth Advisors
Utah
$1.12K +$135 +1 +14%
HIA
654
HFM Investment Advisors
New Jersey
$1.12K
PWA
655
Principia Wealth Advisory
Texas
$1.12K
WTC
656
WhitTier Trust Company
Nevada
$1.12K
AW
657
Avion Wealth
Texas
$1K
Kayne Anderson Rudnick Investment Management
658
Kayne Anderson Rudnick Investment Management
California
$979
KG
659
Kilter Group
New York
$840 +$813 +6 New
OC
660
Optima Capital
Oregon
$839 +$813 +6 New
TBFA
661
Three Bearings Fiduciary Advisors
New Hampshire
$702 +$677 +5 New
AWA
662
Acumen Wealth Advisors
Tennessee
$700 +$677 +5 New
NL
663
NorthAvenue LLC
Ohio
$700 +$677 +5 New
CT
664
Colonial Trust
South Carolina
$699
HFS
665
Hughes Financial Services
Virginia
$699
RS
666
Rakuten Securities
Japan
$699 +$677 +5 New
OP
667
ORG Partners
Indiana
$696 -$1.22K -9 -64%
SL
668
Salomon & Ludwin
Virginia
$563
CWP
669
Clark Wealth Partners
Illinois
$559
BWL
670
Bogart Wealth LLC
Virginia
$559 +$542 +4 New
ECA
671
Elevated Capital Advisors
Utah
$559 +$542 +4 New
CPG
672
Cornerstone Planning Group
New Jersey
$554 -$542 -4 -50%
PWAM
673
Private Wealth Asset Management
Iowa
$420
WA
674
WestEnd Advisors
North Carolina
$420 +$135 +1 +50%
QWM
675
Quaker Wealth Management
New Jersey
$280