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Sun Life Financial

429 hedge funds and large institutions have $15.1B invested in Sun Life Financial in 2025 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 148 increasing their positions, 141 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:

12% less first-time investments, than exits

New positions opened: 43 | 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
429
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
CAM
226
Claret Asset Management
Quebec, Canada
$539K
Lazard Asset Management
227
Lazard Asset Management
New York
$529K
DAS
228
Diversify Advisory Services
Utah
$523K
N
229
Natixis
France
$519K
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$515K
LGF
231
LGT Group Foundation
Liechtenstein
$512K
PAW
232
Plan A Wealth
Nebraska
$511K
SC
233
Savant Capital
Illinois
$509K
FSA
234
Franklin Street Advisors
North Carolina
$504K
GAM
235
Gotham Asset Management
New York
$501K
PCIA
236
Prime Capital Investment Advisors
Kansas
$495K
TI
237
Tidal Investments
Wisconsin
$490K
MM
238
MQS Management
New York
$489K
AIS
239
AM Investment Strategies
Tennessee
$488K
S
240
SimplyRich
California
$482K
ASN
241
Advisory Services Network
Georgia
$460K
TA
242
TFB Advisors
Kansas
$437K
YCM
243
Yousif Capital Management
Michigan
$414K
QP
244
Quilter Plc
United Kingdom
$413K
ECM
245
Evergreen Capital Management
Washington
$410K
PI
246
PFG Investments
New York
$406K
DO
247
denkapparat Operations
Germany
$402K
CP
248
Cumberland Partners
Ontario, Canada
$401K
PCM
249
Parsons Capital Management
Rhode Island
$400K
SVWAG
250
Sound View Wealth Advisors Group
Georgia
$400K