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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
FAFN
276
First Affirmative Financial Network
Colorado
$294K
SPIA
277
Steward Partners Investment Advisory
New York
$293K
RWM
278
Ritholtz Wealth Management
New York
$285K
TC
279
Tacita Capital
Ontario, Canada
$284K
SEI Investments
280
SEI Investments
Pennsylvania
$284K
JG
281
Jain Global
New York
$283K
PAG
282
Private Advisor Group
New Jersey
$282K
SFI
283
Susquehanna Fundamental Investments
Pennsylvania
$282K
YIH
284
Y-Intercept (HK)
Hong Kong
$277K
BEI
285
Benjamin Edwards Inc
Missouri
$274K
BJL
286
Brighton Jones LLC
Washington
$273K
Squarepoint
287
Squarepoint
New York
$273K
CAM
288
Cozad Asset Management
Illinois
$268K
CCT
289
Capital City Trust
Florida
$263K
PFA
290
Pathway Financial Advisors
Vermont
$260K
Rockefeller Capital Management
291
Rockefeller Capital Management
New York
$259K
GIM
292
Glenmede Investment Management
Pennsylvania
$259K
WT
293
Washington Trust
Rhode Island
$254K
NW
294
NewEdge Wealth
Pennsylvania
$252K
SDJVC
295
St. Denis J. Villere & Co
Louisiana
$251K
QT
296
Quantbot Technologies
New York
$249K
GC
297
Grimes & Company
Massachusetts
$246K
BI
298
Ballast Inc
Kentucky
$245K
FRA
299
Frank Rimerman Advisors
California
$244K
EMCIP
300
Ewing Morris & Co Investment Partners
Ontario, Canada
$244K