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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
DAS
226
Diversify Advisory Services
Utah
$523K
N
227
Natixis
France
$519K
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$515K
LGF
229
LGT Group Foundation
Liechtenstein
$512K
PAW
230
Plan A Wealth
Nebraska
$511K
SC
231
Savant Capital
Illinois
$509K
FSA
232
Franklin Street Advisors
North Carolina
$504K
GAM
233
Gotham Asset Management
New York
$501K
PCIA
234
Prime Capital Investment Advisors
Kansas
$495K
TI
235
Tidal Investments
Wisconsin
$490K
MM
236
MQS Management
New York
$489K
AIS
237
AM Investment Strategies
Tennessee
$488K
S
238
SimplyRich
California
$482K
ASN
239
Advisory Services Network
Georgia
$460K
TA
240
TFB Advisors
Kansas
$437K
YCM
241
Yousif Capital Management
Michigan
$414K
QP
242
Quilter Plc
United Kingdom
$413K
ECM
243
Evergreen Capital Management
Washington
$410K
PI
244
PFG Investments
New York
$406K
DO
245
denkapparat Operations
Germany
$402K
CP
246
Cumberland Partners
Ontario, Canada
$401K
PCM
247
Parsons Capital Management
Rhode Island
$400K
SVWAG
248
Sound View Wealth Advisors Group
Georgia
$400K
RFC
249
Regions Financial Corp
Alabama
$396K
WFI
250
West Family Investments
California
$393K