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Sun Life Financial

429 hedge funds and large institutions have $15.1B invested in Sun Life Financial in 2025 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 148 increasing their positions, 141 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:

12% less first-time investments, than exits

New positions opened: 43 | 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
429
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
RFC
251
Regions Financial Corp
Alabama
$396K
WFI
252
West Family Investments
California
$393K
ALAM
253
Asahi Life Asset Management
Japan
$392K
PP
254
PDS Planning
Ohio
$386K
DTC
255
Davidson Trust Company
Washington
$383K
ATC
256
Argent Trust Co
Tennessee
$376K
Baird Financial Group
257
Baird Financial Group
Wisconsin
$365K
ALC
258
Alexander Labrunerie & Co
Missouri
$362K
FL
259
FreeGulliver LLC
Louisiana
$356K
RPCA
260
Running Point Capital Advisors
California
$354K
EWM
261
Empirical Wealth Management
Washington
$349K
DJSG
262
D.J. St. Germain
Massachusetts
$345K
KJHP
263
K.J. Harrison & Partners
Ontario, Canada
$343K
MFIM
264
Mesirow Financial Investment Management
Illinois
$338K
LRWA
265
Long Run Wealth Advisors
New York
$336K
PA
266
Pinnacle Associates
New York
$329K
ST
267
Smithfield Trust
Pennsylvania
$324K
Vontobel Holding
268
Vontobel Holding
Switzerland
$318K
Focus Partners Wealth
269
Focus Partners Wealth
Massachusetts
$316K
AFG
270
Atomi Financial Group
New York
$310K
CG
271
Caprock Group
Idaho
$306K
CFO
272
CVA Family Office
Colorado
$300K
CWS
273
Confluence Wealth Services
Pennsylvania
$299K
LI
274
Louisbourg Investments
New Brunswick, Canada
$298K
FAFN
275
First Affirmative Financial Network
Colorado
$294K