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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
PP
251
PDS Planning
Ohio
$401K
DTC
252
Davidson Trust Company
Washington
$398K
PAG
253
Private Advisor Group
New Jersey
$382K
Baird Financial Group
254
Baird Financial Group
Wisconsin
$380K
X
255
Xponance
Pennsylvania
$378K
SPIA
256
Steward Partners Investment Advisory
New York
$372K
GAM
257
Gotham Asset Management
New York
$371K
ATC
258
Argent Trust Co
Tennessee
$371K
FL
259
FreeGulliver LLC
Louisiana
$370K
RPCA
260
Running Point Capital Advisors
California
$368K
TI
261
Tidal Investments
Wisconsin
$367K
AFG
262
Atomi Financial Group
New York
$363K
DJSG
263
D.J. St. Germain
Massachusetts
$359K
CI
264
Corient IA
Florida
$356K
KJHP
265
K.J. Harrison & Partners
Ontario, Canada
$355K
Balyasny Asset Management
266
Balyasny Asset Management
Illinois
$355K
MFIM
267
Mesirow Financial Investment Management
Illinois
$353K
LRWA
268
Long Run Wealth Advisors
New York
$351K
Vontobel Holding
269
Vontobel Holding
Switzerland
$351K
SEI Investments
270
SEI Investments
Pennsylvania
$349K
PA
271
Pinnacle Associates
New York
$342K
PP
272
Prudential plc
United Kingdom
$338K
ST
273
Smithfield Trust
Pennsylvania
$337K
ECM
274
Evergreen Capital Management
Washington
$336K
DMIC
275
Dixon Mitchell Investment Counsel
British Columbia, Canada
$331K