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Sun Life Financial

430 hedge funds and large institutions have $15.7B invested in Sun Life Financial in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 146 increasing their positions, 141 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 capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

0% less funds holding

Funds holding: 431430 (-1)

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
430
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
BEI
276
Benjamin Edwards Inc
Missouri
$314K
CFO
277
CVA Family Office
Colorado
$312K
CWS
278
Confluence Wealth Services
Pennsylvania
$311K
LI
279
Louisbourg Investments
New Brunswick, Canada
$310K
EI
280
Ethic Inc
New York
$301K
RWM
281
Ritholtz Wealth Management
New York
$299K
VA
282
Valmark Advisers
Ohio
$288K
RAM
283
Rempart Asset Management
Canada
$283K
CAM
284
Cozad Asset Management
Illinois
$279K
PFA
285
Pathway Financial Advisors
Vermont
$276K
AC
286
AlphaCore Capital
California
$276K
GT
287
Glenmede Trust
Pennsylvania
$268K
EWA
288
EP Wealth Advisors
California
$268K
WT
289
Washington Trust
Rhode Island
$264K
NW
290
NewEdge Wealth
Pennsylvania
$261K
EMCIP
291
Ewing Morris & Co Investment Partners
Ontario, Canada
$261K
SDJVC
292
St. Denis J. Villere & Co
Louisiana
$261K
GC
293
Grimes & Company
Massachusetts
$258K
MFG
294
Merit Financial Group
Georgia
$257K
FRA
295
Frank Rimerman Advisors
California
$255K
BI
296
Ballast Inc
Kentucky
$255K
CG
297
Caprock Group
Idaho
$253K
MMPW
298
Mitchell McLeod Pugh & Williams
Alabama
$251K
HWM
299
HB Wealth Management
Georgia
$248K
WANY
300
Wealthspire Advisors (New York)
New York
$247K