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Sun Life Financial

436 hedge funds and large institutions have $15.7B invested in Sun Life Financial in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 147 increasing their positions, 142 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.32% more ownership

Funds ownership: 44.83%45.16% (+0.32%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

67% less call options, than puts

Call options by funds: $215M | Put options by funds: $647M

Holders
436
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
$215M
Puts
$647M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
301
HB Wealth Management
Georgia
$248K
WANY
302
Wealthspire Advisors (New York)
New York
$247K
BPA
303
Beacon Pointe Advisors
California
$241K
P
304
&Partners
Tennessee
$240K
CP
305
Canopy Partners
Ohio
$239K
WDL
306
Well Done LLC
Michigan
$235K
ALAM
307
Asahi Life Asset Management
Japan
$233K
PA
308
Parallel Advisors
California
$232K
MOS
309
MGO One Seven
Ohio
$231K
Rockefeller Capital Management
310
Rockefeller Capital Management
New York
$223K
NP
311
Nilsine Partners
Colorado
$222K
SA
312
Sanctuary Advisors
Indiana
$222K
FPAS
313
Focus Partners Advisor Solutions
Missouri
$220K
HIM
314
Hillsdale Investment Management
Ontario, Canada
$217K
AWA
315
Arkadios Wealth Advisors
Georgia
$212K
CCA
316
Checchi Capital Advisers
California
$211K
SLT
317
St Louis Trust
Missouri
$211K
HI
318
Harbour Investments
Wisconsin
$211K
VCM
319
Versant Capital Management
Arizona
$211K
DCM
320
DGS Capital Management
New Jersey
$209K
Fidelity International
321
Fidelity International
Bermuda
$207K
AWM
322
Axxcess Wealth Management
California
$201K
TRCT
323
Tower Research Capital (TRC)
New York
$189K
BGAI
324
Bruce G. Allen Investments
Colorado
$187K
IBOK
325
Independence Bank of Kentucky
Kentucky
$177K