SLF icon

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
ALAM
251
Asahi Life Asset Management
Japan
$392K
PP
252
PDS Planning
Ohio
$386K
DTC
253
Davidson Trust Company
Washington
$383K
ATC
254
Argent Trust Co
Tennessee
$376K
Baird Financial Group
255
Baird Financial Group
Wisconsin
$365K
ALC
256
Alexander Labrunerie & Co
Missouri
$362K
FL
257
FreeGulliver LLC
Louisiana
$356K
RPCA
258
Running Point Capital Advisors
California
$354K
EWM
259
Empirical Wealth Management
Washington
$349K
DJSG
260
D.J. St. Germain
Massachusetts
$345K
KJHP
261
K.J. Harrison & Partners
Ontario, Canada
$343K
MFIM
262
Mesirow Financial Investment Management
Illinois
$338K
LRWA
263
Long Run Wealth Advisors
New York
$336K
PA
264
Pinnacle Associates
New York
$329K
ST
265
Smithfield Trust
Pennsylvania
$324K
Vontobel Holding
266
Vontobel Holding
Switzerland
$318K
Focus Partners Wealth
267
Focus Partners Wealth
Massachusetts
$316K
AFG
268
Atomi Financial Group
New York
$310K
CG
269
Caprock Group
Idaho
$306K
CFO
270
CVA Family Office
Colorado
$300K
CWS
271
Confluence Wealth Services
Pennsylvania
$299K
LI
272
Louisbourg Investments
New Brunswick, Canada
$298K
FAFN
273
First Affirmative Financial Network
Colorado
$294K
SPIA
274
Steward Partners Investment Advisory
New York
$293K
RWM
275
Ritholtz Wealth Management
New York
$285K