SLF icon

Sun Life Financial

436 hedge funds and large institutions have $15.7B invested in Sun Life Financial in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 147 increasing their positions, 142 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.32% more ownership

Funds ownership: 44.83%45.16% (+0.32%)

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
436
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
QP
226
Quilter Plc
United Kingdom
$559K
CAM
227
Claret Asset Management
Quebec, Canada
$550K
IRP
228
Investment Research Partners
Pennsylvania
$550K
DAS
229
Diversify Advisory Services
Utah
$539K
Lazard Asset Management
230
Lazard Asset Management
New York
$534K
LGF
231
LGT Group Foundation
Liechtenstein
$531K
FSA
232
Franklin Street Advisors
North Carolina
$524K
N
233
Natixis
France
$524K
PCIA
234
Prime Capital Investment Advisors
Kansas
$519K
AIS
235
AM Investment Strategies
Tennessee
$508K
Focus Partners Wealth
236
Focus Partners Wealth
Massachusetts
$492K
GRP
237
Global Retirement Partners
California
$487K
ASN
238
Advisory Services Network
Georgia
$482K
PI
239
PFG Investments
New York
$471K
SOW
240
State of Wyoming
Wyoming
$468K
TC
241
Tacita Capital
Ontario, Canada
$448K
Carson Wealth (CWM LLC)
242
Carson Wealth (CWM LLC)
Nebraska
$445K
TA
243
TFB Advisors
Kansas
$437K
SC
244
Savant Capital
Illinois
$432K
YCM
245
Yousif Capital Management
Michigan
$431K
DO
246
denkapparat Operations
Germany
$418K
PCM
247
Parsons Capital Management
Rhode Island
$416K
RFC
248
Regions Financial Corp
Alabama
$412K
WFI
249
West Family Investments
California
$408K
CP
250
Cumberland Partners
Ontario, Canada
$404K