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Sun Life Financial

430 hedge funds and large institutions have $15.7B invested in Sun Life Financial in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 146 increasing their positions, 141 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

0% less funds holding

Funds holding: 431430 (-1)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

67% less call options, than puts

Call options by funds: $215M | Put options by funds: $647M

Holders
430
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$215M
Puts
$647M
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
$2.83B
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.62B
TD Asset Management
3
TD Asset Management
Ontario, Canada
$959M
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$645M
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$637M
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$479M
CIBC World Market
7
CIBC World Market
Ontario, Canada
$418M
Norges Bank
8
Norges Bank
Norway
$398M
National Bank of Canada
9
National Bank of Canada
Quebec, Canada
$394M
Toronto Dominion Bank
10
Toronto Dominion Bank
Ontario, Canada
$390M
Mackenzie Financial
11
Mackenzie Financial
Ontario, Canada
$388M
Bank of Nova Scotia
12
Bank of Nova Scotia
Ontario, Canada
$374M
Geode Capital Management
13
Geode Capital Management
Massachusetts
$353M
FDCDDQ
14
Federation des caisses Desjardins du Quebec
Quebec, Canada
$348M
Fidelity Investments
15
Fidelity Investments
Massachusetts
$335M
Canada Pension Plan Investment Board
16
Canada Pension Plan Investment Board
Ontario, Canada
$311M
Morgan Stanley
17
Morgan Stanley
New York
$247M
Legal & General Group
18
Legal & General Group
United Kingdom
$244M
SC
19
Scotia Capital
Ontario, Canada
$204M
LBA
20
Letko, Brosseau & Associates
Quebec, Canada
$201M
BGC
21
Beutel, Goodman & Co
Ontario, Canada
$198M
Connor, Clark & Lunn Investment Management (CC&L)
22
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$172M
JP Morgan Chase
23
JP Morgan Chase
New York
$162M
Wellington Management Group
24
Wellington Management Group
Massachusetts
$140M
TWC
25
TD Waterhouse Canada
Ontario, Canada
$136M