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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.41B +$11.7M +86,349 +0.9%
BlackRock
2
BlackRock
New York
$796M -$2.62M -19,316 -0.3%
Invesco
3
Invesco
Georgia
$552M +$13.9M +102,445 +3%
State Street
4
State Street
Massachusetts
$444M -$9.27M -68,431 -2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$378M -$1.7M -12,578 -0.5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$299M +$8.08M +59,629 +3%
Morgan Stanley
7
Morgan Stanley
New York
$260M +$17M +125,567 +7%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$221M -$166M -1,226,731 -44%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$201M +$48.1M +355,399 +33%
N
10
Nuveen
North Carolina
$192M +$31.6M +233,145 +20%
Norges Bank
11
Norges Bank
Norway
$156M +$151M +1,112,665 New
AQR Capital Management
12
AQR Capital Management
Connecticut
$141M -$51.8M -382,144 -27%
Pzena Investment Management
13
Pzena Investment Management
New York
$137M -$3.04M -22,459 -2%
Swedbank
14
Swedbank
Sweden
$135M +$17.6M +130,000 +16%
EIC
15
Equity Investment Corp
Georgia
$113M -$1.53M -11,326 -1%
Nordea Investment Management
16
Nordea Investment Management
Sweden
$112M -$51.7K -382 -0%
Jacobs Levy Equity Management
17
Jacobs Levy Equity Management
New Jersey
$108M -$14.7M -108,638 -12%
Northern Trust
18
Northern Trust
Illinois
$107M -$7.2M -53,124 -6%
RFC
19
Regions Financial Corp
Alabama
$106M -$2.49M -18,380 -2%
Charles Schwab
20
Charles Schwab
California
$102M -$1.87M -13,810 -2%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$102M -$4.86M -35,852 -5%
Bank of America
22
Bank of America
North Carolina
$96.6M -$4.1M -30,263 -4%
Goldman Sachs
23
Goldman Sachs
New York
$93.8M -$8.34M -61,554 -8%
Westfield Capital Management
24
Westfield Capital Management
Massachusetts
$85.1M +$24.1M +178,171 +41%
Citadel Advisors
25
Citadel Advisors
Florida
$83.1M +$35.1M +259,275 +77%