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Sun Life Financial

429 hedge funds and large institutions have $15.1B invested in Sun Life Financial in 2025 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 148 increasing their positions, 141 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:

12% less first-time investments, than exits

New positions opened: 43 | 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
429
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
RAM
301
Rempart Asset Management
Canada
$242K
PA
302
Parallel Advisors
California
$242K
MMPW
303
Mitchell McLeod Pugh & Williams
Alabama
$240K
HAG
304
HighPoint Advisor Group
Illinois
$238K
HF
305
HRT Financial
New York
$238K
VF
306
Virtu Financial
New York
$238K
NB
307
Northwest Bancshares
Pennsylvania
$234K
CP
308
Canopy Partners
Ohio
$234K
P
309
&Partners
Tennessee
$232K
MFG
310
Merit Financial Group
Georgia
$230K
HWM
311
HB Wealth Management
Georgia
$227K
WDL
312
Well Done LLC
Michigan
$226K
IWC
313
Integrated Wealth Concepts
Massachusetts
$225K
AC
314
AlphaCore Capital
California
$225K
MOS
315
MGO One Seven
Ohio
$221K
Luther King Capital Management (LKCM)
316
Luther King Capital Management (LKCM)
Texas
$217K
NP
317
Nilsine Partners
Colorado
$214K
AAP
318
Arax Advisory Partners
Colorado
$214K
CCA
319
Checchi Capital Advisers
California
$204K
HI
320
Harbour Investments
Wisconsin
$203K
AWA
321
Arkadios Wealth Advisors
Georgia
$202K
OIA
322
OneDigital Investment Advisors
Kansas
$202K
AG
323
Ascent Group
Virginia
$200K
HIM
324
Hillsdale Investment Management
Ontario, Canada
$200K
SHM
325
Sagard Holdings Management
Ontario, Canada
$193K