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Sun Life Financial

443 hedge funds and large institutions have $17.6B invested in Sun Life Financial in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 148 increasing their positions, 134 reducing their positions, and 30 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 funds holding

Funds holding:

2.09% more ownership

Funds ownership: 44.85%46.94% (+2.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

64% less call options, than puts

Call options by funds: $119M | Put options by funds: $326M

Holders
443
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
$119M
Puts
$326M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EMCIP
301
Ewing Morris & Co Investment Partners
Ontario, Canada
$270K
FRA
302
Frank Rimerman Advisors
California
$270K
HAG
303
HighPoint Advisor Group
Illinois
$259K
NB
304
Northwest Bancshares
Pennsylvania
$259K
CP
305
Canopy Partners
Ohio
$256K
MMPW
306
Mitchell McLeod Pugh & Williams
Alabama
$256K
P
307
&Partners
Tennessee
$253K
WDL
308
Well Done LLC
Michigan
$250K
Luther King Capital Management (LKCM)
309
Luther King Capital Management (LKCM)
Texas
$249K
MFG
310
Merit Financial Group
Georgia
$245K
MML Investors Services
311
MML Investors Services
Massachusetts
$243K
BCM
312
Bayesian Capital Management
New York
$241K
FPAS
313
Focus Partners Advisor Solutions
Missouri
$240K
HWM
314
HB Wealth Management
Georgia
$237K
NP
315
Nilsine Partners
Colorado
$237K
Prudential Financial
316
Prudential Financial
New Jersey
$232K
ALAM
317
Asahi Life Asset Management
Japan
$229K
MFIM
318
Mesirow Financial Investment Management
Illinois
$227K
CCA
319
Checchi Capital Advisers
California
$226K
AWA
320
Arkadios Wealth Advisors
Georgia
$223K
IB
321
Intrust Bank
Kansas
$220K
SPIA
322
Steward Partners Investment Advisory
New York
$220K
1SB
323
1ST Source Bank
Indiana
$216K
SHM
324
Sagard Holdings Management
Ontario, Canada
$214K
AWM
325
Axxcess Wealth Management
California
$214K