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Sun Life Financial

443 hedge funds and large institutions have $17.6B invested in Sun Life Financial in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 148 increasing their positions, 134 reducing their positions, and 30 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 funds holding

Funds holding:

2.09% more ownership

Funds ownership: 44.85%46.94% (+2.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

64% less call options, than puts

Call options by funds: $119M | Put options by funds: $326M

Holders
443
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
$119M
Puts
$326M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
226
Shelton Capital Management
Colorado
$623K
Jones Financial Companies
227
Jones Financial Companies
Missouri
$608K
Mercer Global Advisors
228
Mercer Global Advisors
Colorado
$587K
SC
229
Syon Capital
California
$585K
CAM
230
Claret Asset Management
Quebec, Canada
$566K
LGF
231
LGT Group Foundation
Liechtenstein
$565K
FSA
232
Franklin Street Advisors
North Carolina
$558K
YCM
233
Yousif Capital Management
Michigan
$557K
PCIA
234
Prime Capital Investment Advisors
Kansas
$544K
AIS
235
AM Investment Strategies
Tennessee
$538K
Millennium Management
236
Millennium Management
New York
$536K
S
237
SimplyRich
California
$529K
PAW
238
Plan A Wealth
Nebraska
$509K
DAS
239
Diversify Advisory Services
Utah
$494K
ECM
240
Evergreen Capital Management
Washington
$472K
TA
241
TFB Advisors
Kansas
$465K
MM
242
MQS Management
New York
$462K
QP
243
Quilter Plc
United Kingdom
$458K
MA
244
MONECO Advisors
Connecticut
$457K
RFC
245
Regions Financial Corp
Alabama
$447K
DO
246
denkapparat Operations
Germany
$446K
PCM
247
Parsons Capital Management
Rhode Island
$443K
SVWAG
248
Sound View Wealth Advisors Group
Georgia
$443K
PP
249
PDS Planning
Ohio
$433K
BPA
250
Beacon Pointe Advisors
California
$429K