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Sun Life Financial

431 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, 149 increasing their positions, 142 reducing their positions, and 50 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:

15% less capital invested

Capital invested by funds: $17.7B → $15.1B (-$2.57B)

16% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 50

60% less call options, than puts

Call options by funds: $184M | Put options by funds: $456M

Holders
431
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
SOW
301
State of Wyoming
Wyoming
$243K
RAM
302
Rempart Asset Management
Canada
$242K
PA
303
Parallel Advisors
California
$242K
MMPW
304
Mitchell McLeod Pugh & Williams
Alabama
$240K
HAG
305
HighPoint Advisor Group
Illinois
$238K
HF
306
HRT Financial
New York
$238K
VF
307
Virtu Financial
New York
$238K
NB
308
Northwest Bancshares
Pennsylvania
$234K
CP
309
Canopy Partners
Ohio
$234K
P
310
&Partners
Tennessee
$232K
MFG
311
Merit Financial Group
Georgia
$230K
HWM
312
HB Wealth Management
Georgia
$227K
WDL
313
Well Done LLC
Michigan
$226K
IWC
314
Integrated Wealth Concepts
Massachusetts
$225K
AC
315
AlphaCore Capital
California
$225K
MOS
316
MGO One Seven
Ohio
$221K
Luther King Capital Management (LKCM)
317
Luther King Capital Management (LKCM)
Texas
$217K
NP
318
Nilsine Partners
Colorado
$214K
AAP
319
Arax Advisory Partners
Colorado
$214K
CCA
320
Checchi Capital Advisers
California
$204K
HI
321
Harbour Investments
Wisconsin
$203K
AWA
322
Arkadios Wealth Advisors
Georgia
$202K
OIA
323
OneDigital Investment Advisors
Kansas
$202K
AG
324
Ascent Group
Virginia
$200K
HIM
325
Hillsdale Investment Management
Ontario, Canada
$200K