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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
SPIA
276
Steward Partners Investment Advisory
New York
$293K
RWM
277
Ritholtz Wealth Management
New York
$285K
TC
278
Tacita Capital
Ontario, Canada
$284K
SEI Investments
279
SEI Investments
Pennsylvania
$284K
JG
280
Jain Global
New York
$283K
PAG
281
Private Advisor Group
New Jersey
$282K
SFI
282
Susquehanna Fundamental Investments
Pennsylvania
$282K
YIH
283
Y-Intercept (HK)
Hong Kong
$277K
BEI
284
Benjamin Edwards Inc
Missouri
$274K
BJL
285
Brighton Jones LLC
Washington
$273K
Squarepoint
286
Squarepoint
New York
$273K
CAM
287
Cozad Asset Management
Illinois
$268K
CCT
288
Capital City Trust
Florida
$263K
PFA
289
Pathway Financial Advisors
Vermont
$260K
Rockefeller Capital Management
290
Rockefeller Capital Management
New York
$259K
GIM
291
Glenmede Investment Management
Pennsylvania
$259K
WT
292
Washington Trust
Rhode Island
$254K
NW
293
NewEdge Wealth
Pennsylvania
$252K
SDJVC
294
St. Denis J. Villere & Co
Louisiana
$251K
QT
295
Quantbot Technologies
New York
$249K
GC
296
Grimes & Company
Massachusetts
$246K
BI
297
Ballast Inc
Kentucky
$245K
FRA
298
Frank Rimerman Advisors
California
$244K
EMCIP
299
Ewing Morris & Co Investment Partners
Ontario, Canada
$244K
SOW
300
State of Wyoming
Wyoming
$243K