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Sun Life Financial

430 hedge funds and large institutions have $15.7B invested in Sun Life Financial in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 146 increasing their positions, 141 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 capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

0% less funds holding

Funds holding: 431430 (-1)

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
430
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
DB
326
Danske Bank
Denmark
$168K
RC
327
Rexford Capital
Texas
$166K
EWA
328
EverSource Wealth Advisors
Alabama
$154K
UB
329
UMB Bank
Missouri
$147K
MPWT
330
MassMutual Private Wealth & Trust
Connecticut
$137K
BTI
331
Blue Trust Inc
Georgia
$133K
UBP
332
Union Bancaire Privee
Switzerland
$133K
PWPS
333
Pinnacle Wealth Planning Services
Ohio
$126K
RhumbLine Advisers
334
RhumbLine Advisers
Massachusetts
$126K
CIBC Private Wealth Group
335
CIBC Private Wealth Group
Georgia
$125K
CAL
336
Capital Advisors Ltd
Ohio
$119K
CI
337
CX Institutional
Indiana
$118K
PCTC
338
Perkins Coie Trust Company
Washington
$117K
IA
339
IFP Advisors
Florida
$114K
AssetMark Inc
340
AssetMark Inc
California
$114K
PGAM
341
Princeton Global Asset Management
New Jersey
$109K
MCM
342
MAI Capital Management
Ohio
$108K
CH
343
Cromwell Holdings
Wyoming
$107K
AAP
344
Arax Advisory Partners
Colorado
$103K
CWIG
345
Chung Wu Investment Group
Texas
$96.9K
SAM
346
Smartleaf Asset Management
Massachusetts
$89.2K
PP
347
Pacifica Partners
Canada
$83.1K
B
348
Birchbrook
Maine
$80.8K
FFA
349
Farther Finance Advisors
California
$75.3K
FC
350
Financial Consulate
Maryland
$74.9K