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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
BPA
301
Beacon Pointe Advisors
California
$241K
P
302
&Partners
Tennessee
$240K
CP
303
Canopy Partners
Ohio
$239K
WDL
304
Well Done LLC
Michigan
$235K
ALAM
305
Asahi Life Asset Management
Japan
$233K
PA
306
Parallel Advisors
California
$232K
MOS
307
MGO One Seven
Ohio
$231K
Rockefeller Capital Management
308
Rockefeller Capital Management
New York
$223K
NP
309
Nilsine Partners
Colorado
$222K
SA
310
Sanctuary Advisors
Indiana
$222K
FPAS
311
Focus Partners Advisor Solutions
Missouri
$220K
HIM
312
Hillsdale Investment Management
Ontario, Canada
$217K
AWA
313
Arkadios Wealth Advisors
Georgia
$212K
CCA
314
Checchi Capital Advisers
California
$211K
SLT
315
St Louis Trust
Missouri
$211K
HI
316
Harbour Investments
Wisconsin
$211K
VCM
317
Versant Capital Management
Arizona
$211K
DCM
318
DGS Capital Management
New Jersey
$209K
Fidelity International
319
Fidelity International
Bermuda
$207K
AWM
320
Axxcess Wealth Management
California
$201K
TRCT
321
Tower Research Capital (TRC)
New York
$189K
BGAI
322
Bruce G. Allen Investments
Colorado
$187K
IBOK
323
Independence Bank of Kentucky
Kentucky
$177K
HNB
324
Huntington National Bank
Ohio
$176K
FHC
325
First Horizon Corporation
Tennessee
$173K