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Sun Life Financial

425 hedge funds and large institutions have $15.1B invested in Sun Life Financial in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 146 increasing their positions, 140 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

14% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 49

14% less capital invested

Capital invested by funds: $17.6B → $15.1B (-$2.55B)

60% less call options, than puts

Call options by funds: $184M | Put options by funds: $456M

Holders
425
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$184M
Puts
$456M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.02B
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.52B
TD Asset Management
3
TD Asset Management
Ontario, Canada
$944M
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$611M
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$589M
Mackenzie Financial
6
Mackenzie Financial
Ontario, Canada
$545M
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$479M
National Bank of Canada
8
National Bank of Canada
Quebec, Canada
$431M
Toronto Dominion Bank
9
Toronto Dominion Bank
Ontario, Canada
$347M
FDCDDQ
10
Federation des caisses Desjardins du Quebec
Quebec, Canada
$338M
Fidelity Investments
11
Fidelity Investments
Massachusetts
$322M
Geode Capital Management
12
Geode Capital Management
Massachusetts
$317M
CIBC World Market
13
CIBC World Market
Ontario, Canada
$301M
Bank of Nova Scotia
14
Bank of Nova Scotia
Ontario, Canada
$283M
BGC
15
Beutel, Goodman & Co
Ontario, Canada
$256M
Legal & General Group
16
Legal & General Group
United Kingdom
$232M
Canada Pension Plan Investment Board
17
Canada Pension Plan Investment Board
Ontario, Canada
$227M
Connor, Clark & Lunn Investment Management (CC&L)
18
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$220M
CIBC Asset Management
19
CIBC Asset Management
Ontario, Canada
$207M
SC
20
Scotia Capital
Ontario, Canada
$198M
LBA
21
Letko, Brosseau & Associates
Quebec, Canada
$192M
JP Morgan Chase
22
JP Morgan Chase
New York
$164M
Goldman Sachs
23
Goldman Sachs
New York
$141M
Morgan Stanley
24
Morgan Stanley
New York
$127M
TWC
25
TD Waterhouse Canada
Ontario, Canada
$122M