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Sun Life Financial

443 hedge funds and large institutions have $17.6B invested in Sun Life Financial in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 148 increasing their positions, 134 reducing their positions, and 30 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 funds holding

Funds holding:

2.09% more ownership

Funds ownership: 44.85%46.94% (+2.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

64% less call options, than puts

Call options by funds: $119M | Put options by funds: $326M

Holders
443
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
$119M
Puts
$326M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFI
251
West Family Investments
California
$429K
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$427K
BNP Paribas Financial Markets
253
BNP Paribas Financial Markets
France
$426K
DTC
254
Davidson Trust Company
Washington
$424K
Baird Financial Group
255
Baird Financial Group
Wisconsin
$421K
CIBC Private Wealth Group
256
CIBC Private Wealth Group
Georgia
$419K
ATC
257
Argent Trust Co
Tennessee
$416K
PI
258
PFG Investments
New York
$415K
DZ Bank
259
DZ Bank
Germany
$414K
PSP
260
Principal Street Partners
Tennessee
$402K
ALC
261
Alexander Labrunerie & Co
Missouri
$401K
FL
262
FreeGulliver LLC
Louisiana
$394K
Balyasny Asset Management
263
Balyasny Asset Management
Illinois
$392K
RPCA
264
Running Point Capital Advisors
California
$392K
EWM
265
Empirical Wealth Management
Washington
$386K
BBA
266
Baader Bank Aktiengesellschaft
Germany
$386K
Vontobel Holding
267
Vontobel Holding
Switzerland
$383K
DJSG
268
D.J. St. Germain
Massachusetts
$382K
KJHP
269
K.J. Harrison & Partners
Ontario, Canada
$378K
PA
270
Pinnacle Associates
New York
$376K
HF
271
HRT Financial
New York
$371K
LRWA
272
Long Run Wealth Advisors
New York
$369K
MT
273
Midwest Trust
Kansas
$369K
Focus Partners Wealth
274
Focus Partners Wealth
Massachusetts
$362K
ST
275
Smithfield Trust
Pennsylvania
$358K