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Sun Life Financial

414 hedge funds and large institutions have $14.7B invested in Sun Life Financial in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 150 increasing their positions, 127 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
-23
Holders Change %
-5.26%
% of All Funds
5.62%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
33
Increased
150
Reduced
127
Closed
46
Calls
$206M
Puts
$290M
Net Calls
-$84.8M
Net Calls Change
+$163M
Name Holding Trade Value Shares
Change
Shares
Change %
AFP
251
Ausdal Financial Partners
Iowa
$349K +$349K +6,088 New
ALC
252
Alexander Labrunerie & Co
Missouri
$345K
GT
253
Glenmede Trust
Pennsylvania
$345K +$43.1K +752 +14%
RPCA
254
Running Point Capital Advisors
California
$340K +$20.8K +364 +7%
ST
255
Smithfield Trust
Pennsylvania
$338K
FL
256
FreeGulliver LLC
Louisiana
$336K -$2.98K -52 -0.9%
DAS
257
Diversify Advisory Services
Utah
$336K -$2.37K -40 -0.7%
EMCIP
258
Ewing Morris & Co Investment Partners
Ontario, Canada
$334K +$334K +4,061 New
EWM
259
Empirical Wealth Management
Washington
$331K
PA
260
Pinnacle Associates
New York
$324K
Verition Fund Management
261
Verition Fund Management
Connecticut
$317K +$317K +5,544 New
LRWA
262
Long Run Wealth Advisors
New York
$315K +$1.32K +23 +0.4%
ATC
263
Argent Trust Co
Tennessee
$312K
RFC
264
Regions Financial Corp
Alabama
$300K -$85.9K -1,500 -22%
FAFN
265
First Affirmative Financial Network
Colorado
$297K -$32.8K -573 -10%
RAM
266
Rempart Asset Management
Canada
$294K -$11.5K -200 -4%
PAG
267
Private Advisor Group
New Jersey
$291K -$204K -3,569 -41%
VCM
268
Versant Capital Management
Arizona
$290K +$285K +4,980 +5,413%
BEI
269
Benjamin Edwards Inc
Missouri
$289K +$9.56K +167 +3%
Luther King Capital Management (LKCM)
270
Luther King Capital Management (LKCM)
Texas
$289K -$54.5K -951 -16%
CWS
271
Confluence Wealth Services
Pennsylvania
$288K
Carson Wealth (CWM LLC)
272
Carson Wealth (CWM LLC)
Nebraska
$288K +$459 +8 +0.2%
Pacer Advisors
273
Pacer Advisors
Pennsylvania
$288K +$8.25K +144 +3%
CFO
274
CVA Family Office
Colorado
$286K
SCM
275
Stonebridge Capital Management
California
$286K