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Sun Life Financial

425 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, 146 increasing their positions, 140 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:

14% less first-time investments, than exits

New positions opened: 42 | 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
425
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
DB
326
Danske Bank
Denmark
$178K
VCM
327
Versant Capital Management
Arizona
$172K
IBOK
328
Independence Bank of Kentucky
Kentucky
$171K
WANY
329
Wealthspire Advisors (New York)
New York
$169K
FHC
330
First Horizon Corporation
Tennessee
$166K
AAS
331
Ameritas Advisory Services
Nebraska
$164K
RC
332
Rexford Capital
Texas
$159K
Macquarie Group
333
Macquarie Group
Australia
$144K
MPWT
334
MassMutual Private Wealth & Trust
Connecticut
$136K
CIBC Private Wealth Group
335
CIBC Private Wealth Group
Georgia
$132K
BTI
336
Blue Trust Inc
Georgia
$128K
EWA
337
EverSource Wealth Advisors
Alabama
$126K
UBP
338
Union Bancaire Privee
Switzerland
$125K
RhumbLine Advisers
339
RhumbLine Advisers
Massachusetts
$123K
DMIC
340
Dixon Mitchell Investment Counsel
British Columbia, Canada
$119K
CI
341
CX Institutional
Indiana
$114K
CAL
342
Capital Advisors Ltd
Ohio
$114K
PCTC
343
Perkins Coie Trust Company
Washington
$112K
AssetMark Inc
344
AssetMark Inc
California
$111K
PGAM
345
Princeton Global Asset Management
New Jersey
$105K
CH
346
Cromwell Holdings
Wyoming
$103K
CWIG
347
Chung Wu Investment Group
Texas
$93.2K
FFA
348
Farther Finance Advisors
California
$78.1K
B
349
Birchbrook
Maine
$77.7K
PP
350
Pacifica Partners
Canada
$77.5K