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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
CAM
226
Claret Asset Management
Quebec, Canada
$550K
IRP
227
Investment Research Partners
Pennsylvania
$550K
DAS
228
Diversify Advisory Services
Utah
$539K
Lazard Asset Management
229
Lazard Asset Management
New York
$534K
LGF
230
LGT Group Foundation
Liechtenstein
$531K
FSA
231
Franklin Street Advisors
North Carolina
$524K
N
232
Natixis
France
$524K
PCIA
233
Prime Capital Investment Advisors
Kansas
$519K
AIS
234
AM Investment Strategies
Tennessee
$508K
Focus Partners Wealth
235
Focus Partners Wealth
Massachusetts
$492K
GRP
236
Global Retirement Partners
California
$487K
ASN
237
Advisory Services Network
Georgia
$482K
PI
238
PFG Investments
New York
$471K
SOW
239
State of Wyoming
Wyoming
$468K
TC
240
Tacita Capital
Ontario, Canada
$448K
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$445K
TA
242
TFB Advisors
Kansas
$437K
SC
243
Savant Capital
Illinois
$432K
YCM
244
Yousif Capital Management
Michigan
$431K
DO
245
denkapparat Operations
Germany
$418K
PCM
246
Parsons Capital Management
Rhode Island
$416K
RFC
247
Regions Financial Corp
Alabama
$412K
WFI
248
West Family Investments
California
$408K
CP
249
Cumberland Partners
Ontario, Canada
$404K
SVWAG
250
Sound View Wealth Advisors Group
Georgia
$402K