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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
HNB
326
Huntington National Bank
Ohio
$176K
FHC
327
First Horizon Corporation
Tennessee
$173K
DB
328
Danske Bank
Denmark
$168K
RC
329
Rexford Capital
Texas
$166K
EWA
330
EverSource Wealth Advisors
Alabama
$154K
UB
331
UMB Bank
Missouri
$147K
MPWT
332
MassMutual Private Wealth & Trust
Connecticut
$137K
BTI
333
Blue Trust Inc
Georgia
$133K
UBP
334
Union Bancaire Privee
Switzerland
$133K
PWPS
335
Pinnacle Wealth Planning Services
Ohio
$126K
RhumbLine Advisers
336
RhumbLine Advisers
Massachusetts
$126K
CIBC Private Wealth Group
337
CIBC Private Wealth Group
Georgia
$125K
CAL
338
Capital Advisors Ltd
Ohio
$119K
CI
339
CX Institutional
Indiana
$118K
PCTC
340
Perkins Coie Trust Company
Washington
$117K
CIAM
341
Caitong International Asset Management
Hong Kong
$115K
IA
342
IFP Advisors
Florida
$114K
AssetMark Inc
343
AssetMark Inc
California
$114K
PGAM
344
Princeton Global Asset Management
New Jersey
$109K
MCM
345
MAI Capital Management
Ohio
$108K
CH
346
Cromwell Holdings
Wyoming
$107K
AAP
347
Arax Advisory Partners
Colorado
$103K
CWIG
348
Chung Wu Investment Group
Texas
$96.9K
SAM
349
Smartleaf Asset Management
Massachusetts
$89.2K
PP
350
Pacifica Partners
Canada
$83.1K