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Sun Life Financial

436 hedge funds and large institutions have $15.7B invested in Sun Life Financial in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 147 increasing their positions, 142 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.32% more ownership

Funds ownership: 44.83%45.16% (+0.32%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

67% less call options, than puts

Call options by funds: $215M | Put options by funds: $647M

Holders
436
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
$215M
Puts
$647M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
251
Sound View Wealth Advisors Group
Georgia
$402K
PP
252
PDS Planning
Ohio
$401K
DTC
253
Davidson Trust Company
Washington
$398K
PAG
254
Private Advisor Group
New Jersey
$382K
Baird Financial Group
255
Baird Financial Group
Wisconsin
$380K
X
256
Xponance
Pennsylvania
$378K
ALC
257
Alexander Labrunerie & Co
Missouri
$376K
SPIA
258
Steward Partners Investment Advisory
New York
$372K
GAM
259
Gotham Asset Management
New York
$371K
ATC
260
Argent Trust Co
Tennessee
$371K
FL
261
FreeGulliver LLC
Louisiana
$370K
RPCA
262
Running Point Capital Advisors
California
$368K
TI
263
Tidal Investments
Wisconsin
$367K
AFG
264
Atomi Financial Group
New York
$363K
DJSG
265
D.J. St. Germain
Massachusetts
$359K
CI
266
Corient IA
Florida
$356K
KJHP
267
K.J. Harrison & Partners
Ontario, Canada
$355K
Balyasny Asset Management
268
Balyasny Asset Management
Illinois
$355K
MFIM
269
Mesirow Financial Investment Management
Illinois
$353K
LRWA
270
Long Run Wealth Advisors
New York
$351K
Vontobel Holding
271
Vontobel Holding
Switzerland
$351K
SEI Investments
272
SEI Investments
Pennsylvania
$349K
PA
273
Pinnacle Associates
New York
$342K
PP
274
Prudential plc
United Kingdom
$338K
ST
275
Smithfield Trust
Pennsylvania
$337K