SLF icon

Sun Life Financial

414 hedge funds and large institutions have $14.7B invested in Sun Life Financial in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 150 increasing their positions, 127 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
-23
Holders Change %
-5.26%
% of All Funds
5.62%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
33
Increased
150
Reduced
127
Closed
46
Calls
$206M
Puts
$290M
Net Calls
-$84.8M
Net Calls Change
+$163M
Name Holding Trade Value Shares
Change
Shares
Change %
P
301
&Partners
Tennessee
$211K -$2.21K -39 -1%
MML Investors Services
302
MML Investors Services
Massachusetts
$208K -$59.7K -1,044 -22%
FAM
303
Flaharty Asset Management
Florida
$207K
KeyBank National Association
304
KeyBank National Association
Ohio
$205K
NP
305
Nilsine Partners
Colorado
$204K
MFG
306
Merit Financial Group
Georgia
$200K +$200K +3,496 New
BTI
307
Blue Trust Inc
Georgia
$197K +$13.9K +243 +8%
SPIA
308
Steward Partners Investment Advisory
New York
$195K +$11.5K +200 +6%
HI
309
Harbour Investments
Wisconsin
$190K +$20.4K +357 +12%
GIS
310
Grayhawk Investment Strategies
Alberta, Canada
$184K
BGAI
311
Bruce G. Allen Investments
Colorado
$171K -$4.18K -73 -2%
IBOK
312
Independence Bank of Kentucky
Kentucky
$163K
FHA
313
First Horizon Advisors
Tennessee
$159K
HNB
314
Huntington National Bank
Ohio
$158K +$744 +13 +0.5%
MPWT
315
MassMutual Private Wealth & Trust
Connecticut
$127K -$3.21K -56 -2%
IA
316
IFP Advisors
Florida
$120K
RhumbLine Advisers
317
RhumbLine Advisers
Massachusetts
$119K
CAL
318
Capital Advisors Ltd
Ohio
$109K
CI
319
CX Institutional
Indiana
$109K +$109K +1,899 New
PCTC
320
Perkins Coie Trust Company
Washington
$107K
PGAM
321
Princeton Global Asset Management
New Jersey
$95.5K
LWA
322
Lowe Wealth Advisors
Maryland
$88.3K +$114 +2 +0.1%
UBP
323
Union Bancaire Privee
Switzerland
$87.6K
PP
324
Pacifica Partners
Canada
$75.1K
B
325
Birchbrook
Maine
$74.2K