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Sun Life Financial

425 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, 146 increasing their positions, 140 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:

14% less first-time investments, than exits

New positions opened: 42 | 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
425
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
MMPW
301
Mitchell McLeod Pugh & Williams
Alabama
$240K
HAG
302
HighPoint Advisor Group
Illinois
$238K
HF
303
HRT Financial
New York
$238K
VF
304
Virtu Financial
New York
$238K
NB
305
Northwest Bancshares
Pennsylvania
$234K
CP
306
Canopy Partners
Ohio
$234K
P
307
&Partners
Tennessee
$232K
MFG
308
Merit Financial Group
Georgia
$230K
HWM
309
HB Wealth Management
Georgia
$227K
WDL
310
Well Done LLC
Michigan
$226K
IWC
311
Integrated Wealth Concepts
Massachusetts
$225K
AC
312
AlphaCore Capital
California
$225K
MOS
313
MGO One Seven
Ohio
$221K
Luther King Capital Management (LKCM)
314
Luther King Capital Management (LKCM)
Texas
$217K
NP
315
Nilsine Partners
Colorado
$214K
AAP
316
Arax Advisory Partners
Colorado
$214K
CCA
317
Checchi Capital Advisers
California
$204K
HI
318
Harbour Investments
Wisconsin
$203K
AWA
319
Arkadios Wealth Advisors
Georgia
$202K
OIA
320
OneDigital Investment Advisors
Kansas
$202K
AG
321
Ascent Group
Virginia
$200K
HIM
322
Hillsdale Investment Management
Ontario, Canada
$200K
SHM
323
Sagard Holdings Management
Ontario, Canada
$193K
HNB
324
Huntington National Bank
Ohio
$181K
BGAI
325
Bruce G. Allen Investments
Colorado
$180K