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Globe Life

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: 639672 (+33)

0% more funds holding in top 10

Funds holding in top 10: 44 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.43B -$37.3M -274,944 -3%
BlackRock
2
BlackRock
New York
$816M -$16.3M -120,634 -2%
Invesco
3
Invesco
Georgia
$550M -$10.2M -75,208 -2%
State Street
4
State Street
Massachusetts
$464M -$15.7M -115,992 -3%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$402M -$156M -1,149,087 -29%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$392M -$147K -1,088 -0%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$297M +$8.04M +59,353 +3%
Morgan Stanley
8
Morgan Stanley
New York
$248M -$5.05M -37,256 -2%
AQR Capital Management
9
AQR Capital Management
Connecticut
$199M -$1.65M -12,207 -0.9%
N
10
Nuveen
North Carolina
$163M +$31.5M +232,379 +26%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$154M -$5.81M -42,888 -4%
Pzena Investment Management
12
Pzena Investment Management
New York
$143M +$7.12M +52,523 +6%
Jacobs Levy Equity Management
13
Jacobs Levy Equity Management
New Jersey
$126M -$22.4M -165,115 -16%
Swedbank
14
Swedbank
Sweden
$119M
EIC
15
Equity Investment Corp
Georgia
$117M -$9.66M -71,280 -8%
Northern Trust
16
Northern Trust
Illinois
$117M +$959K +7,076 +0.9%
Nordea Investment Management
17
Nordea Investment Management
Sweden
$113M -$6.4M -47,194 -6%
RFC
18
Regions Financial Corp
Alabama
$111M -$3.33M -24,547 -3%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$109M +$9.56M +70,580 +10%
Charles Schwab
20
Charles Schwab
California
$107M -$2.82M -20,820 -3%
Goldman Sachs
21
Goldman Sachs
New York
$105M +$21M +154,965 +27%
Bank of America
22
Bank of America
North Carolina
$103M +$8.85M +65,334 +10%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$98.5M -$75.8M -559,331 -45%
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$80.9M +$76.7M +566,031 New
Raymond James Financial
25
Raymond James Financial
Florida
$76.9M -$3.09M -22,824 -4%

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.