SLF icon

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
LWA
351
Lowe Wealth Advisors
Maryland
$76.8K
CTC
352
Central Trust Company
Missouri
$72K
BCWM
353
Bartlett & Co Wealth Management
Ohio
$72K
FC
354
Financial Consulate
Maryland
$72K
T
355
TOBAM
France
$68K
LWCFA
356
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$67.5K
EPIM
357
Evelyn Partners Investment Management
$65.5K
CA
358
CoreCap Advisors
Michigan
$65.5K
NB
359
NBT Bank
New York
$64.5K
TCM
360
Triumph Capital Management
Colorado
$64.4K
GFWA
361
Grey Fox Wealth Advisors
Delaware
$61.6K
CHC
362
City Holding Co
West Virginia
$60K
JWA
363
JFS Wealth Advisors
Pennsylvania
$59.5K
GEA
364
Glen Eagle Advisors
New Jersey
$57.2K
CYG
365
Clean Yield Group
Vermont
$55.5K
WIM
366
Westside Investment Management
California
$48.2K
MA
367
MCF Advisors
Kentucky
$48K
AWM
368
Abound Wealth Management
Tennessee
$47.9K
PWMG
369
Private Wealth Management Group
New Jersey
$47.8K
ADL
370
Asset Dedication LLC
California
$47.2K
EPIMS
371
Evelyn Partners Investment Management Services
$46.6K
OC
372
Oakworth Capital
Alabama
$44.9K
AA
373
Addison Advisors
Vermont
$42.3K
BTD
374
BankPlus Trust Department
Mississippi
$40.9K
API
375
Asset Planning Inc
California
$40.7K