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Sun Life Financial

445 hedge funds and large institutions have $17.6B invested in Sun Life Financial in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 149 increasing their positions, 134 reducing their positions, and 30 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 funds holding

Funds holding:

2.09% more ownership

Funds ownership: 44.85%46.94% (+2.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

64% less call options, than puts

Call options by funds: $119M | Put options by funds: $326M

Holders
445
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
$119M
Puts
$326M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
326
Axxcess Wealth Management
California
$214K
JWCA
327
J.W. Cole Advisors
Florida
$212K
FAM
328
Flaharty Asset Management
Florida
$212K
MCM
329
McDonough Capital Management
Florida
$211K
JLBC
330
J.L. Bainbridge & Co
Florida
$209K
WANY
331
Wealthspire Advisors (New York)
New York
$208K
MOS
332
MGO One Seven
Ohio
$207K
OIA
333
OneDigital Investment Advisors
Kansas
$207K
HI
334
Harbour Investments
Wisconsin
$206K
SCP
335
Sivia Capital Partners
California
$204K
BGAI
336
Bruce G. Allen Investments
Colorado
$199K
IBOK
337
Independence Bank of Kentucky
Kentucky
$189K
DB
338
Danske Bank
Denmark
$186K
FHA
339
First Horizon Advisors
Tennessee
$184K
HNB
340
Huntington National Bank
Ohio
$182K
RC
341
Rexford Capital
Texas
$176K
MPWT
342
MassMutual Private Wealth & Trust
Connecticut
$148K
RhumbLine Advisers
343
RhumbLine Advisers
Massachusetts
$137K
IA
344
IFP Advisors
Florida
$134K
CAL
345
Capital Advisors Ltd
Ohio
$126K
CI
346
CX Institutional
Indiana
$126K
AssetMark Inc
347
AssetMark Inc
California
$124K
PCTC
348
Perkins Coie Trust Company
Washington
$124K
PGAM
349
Princeton Global Asset Management
New Jersey
$116K
EWA
350
EverSource Wealth Advisors
Alabama
$115K