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Sun Life Financial

431 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, 149 increasing their positions, 142 reducing their positions, and 50 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:

15% less capital invested

Capital invested by funds: $17.7B → $15.1B (-$2.57B)

16% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 50

60% less call options, than puts

Call options by funds: $184M | Put options by funds: $456M

Holders
431
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
SVWAG
251
Sound View Wealth Advisors Group
Georgia
$400K
RFC
252
Regions Financial Corp
Alabama
$396K
WFI
253
West Family Investments
California
$393K
ALAM
254
Asahi Life Asset Management
Japan
$392K
PP
255
PDS Planning
Ohio
$386K
DTC
256
Davidson Trust Company
Washington
$383K
ATC
257
Argent Trust Co
Tennessee
$376K
Baird Financial Group
258
Baird Financial Group
Wisconsin
$365K
ALC
259
Alexander Labrunerie & Co
Missouri
$362K
FL
260
FreeGulliver LLC
Louisiana
$356K
RPCA
261
Running Point Capital Advisors
California
$354K
EWM
262
Empirical Wealth Management
Washington
$349K
DJSG
263
D.J. St. Germain
Massachusetts
$345K
KJHP
264
K.J. Harrison & Partners
Ontario, Canada
$343K
MFIM
265
Mesirow Financial Investment Management
Illinois
$338K
LRWA
266
Long Run Wealth Advisors
New York
$336K
PA
267
Pinnacle Associates
New York
$329K
ST
268
Smithfield Trust
Pennsylvania
$324K
Vontobel Holding
269
Vontobel Holding
Switzerland
$318K
Focus Partners Wealth
270
Focus Partners Wealth
Massachusetts
$316K
AFG
271
Atomi Financial Group
New York
$310K
CG
272
Caprock Group
Idaho
$306K
CFO
273
CVA Family Office
Colorado
$300K
CWS
274
Confluence Wealth Services
Pennsylvania
$299K
LI
275
Louisbourg Investments
New Brunswick, Canada
$298K