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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
AFG
276
Atomi Financial Group
New York
$342K
RAM
277
Rempart Asset Management
Canada
$342K
IC
278
IEQ Capital
California
$333K
CFO
279
CVA Family Office
Colorado
$332K
SCM
280
Stonebridge Capital Management
California
$332K
CWS
281
Confluence Wealth Services
Pennsylvania
$331K
VCM
282
Versant Capital Management
Arizona
$330K
FAFN
283
First Affirmative Financial Network
Colorado
$329K
FRM
284
Fox Run Management
Connecticut
$319K
RWM
285
Ritholtz Wealth Management
New York
$317K
BEI
286
Benjamin Edwards Inc
Missouri
$302K
CAM
287
Cozad Asset Management
Illinois
$291K
CCT
288
Capital City Trust
Florida
$291K
BTI
289
Blue Trust Inc
Georgia
$288K
PFA
290
Pathway Financial Advisors
Vermont
$288K
WT
291
Washington Trust
Rhode Island
$287K
GIM
292
Glenmede Investment Management
Pennsylvania
$287K
NW
293
NewEdge Wealth
Pennsylvania
$284K
SDJVC
294
St. Denis J. Villere & Co
Louisiana
$278K
BJL
295
Brighton Jones LLC
Washington
$274K
PA
296
Parallel Advisors
California
$274K
EWA
297
EP Wealth Advisors
California
$274K
BI
298
Ballast Inc
Kentucky
$271K
GC
299
Grimes & Company
Massachusetts
$271K
N
300
Natixis
France
$270K