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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
ECM
276
Evergreen Capital Management
Washington
$336K
DMIC
277
Dixon Mitchell Investment Counsel
British Columbia, Canada
$331K
BEI
278
Benjamin Edwards Inc
Missouri
$314K
CFO
279
CVA Family Office
Colorado
$312K
CWS
280
Confluence Wealth Services
Pennsylvania
$311K
LI
281
Louisbourg Investments
New Brunswick, Canada
$310K
EI
282
Ethic Inc
New York
$301K
RWM
283
Ritholtz Wealth Management
New York
$299K
VA
284
Valmark Advisers
Ohio
$288K
RAM
285
Rempart Asset Management
Canada
$283K
CAM
286
Cozad Asset Management
Illinois
$279K
PFA
287
Pathway Financial Advisors
Vermont
$276K
AC
288
AlphaCore Capital
California
$276K
GT
289
Glenmede Trust
Pennsylvania
$268K
EWA
290
EP Wealth Advisors
California
$268K
WT
291
Washington Trust
Rhode Island
$264K
NW
292
NewEdge Wealth
Pennsylvania
$261K
EMCIP
293
Ewing Morris & Co Investment Partners
Ontario, Canada
$261K
SDJVC
294
St. Denis J. Villere & Co
Louisiana
$261K
GC
295
Grimes & Company
Massachusetts
$258K
MFG
296
Merit Financial Group
Georgia
$257K
FRA
297
Frank Rimerman Advisors
California
$255K
BI
298
Ballast Inc
Kentucky
$255K
CG
299
Caprock Group
Idaho
$253K
MMPW
300
Mitchell McLeod Pugh & Williams
Alabama
$251K