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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
BCWM
351
Bartlett & Co Wealth Management
Ohio
$74.9K
LAM
352
LOM Asset Management
$72.8K
AF
353
Allworth Financial
California
$69.9K
EPIM
354
Evelyn Partners Investment Management
$68.1K
CA
355
CoreCap Advisors
Michigan
$68.1K
NB
356
NBT Bank
New York
$67K
TCM
357
Triumph Capital Management
Colorado
$67K
CHC
358
City Holding Co
West Virginia
$62.4K
JWA
359
JFS Wealth Advisors
Pennsylvania
$61.5K
GEA
360
Glen Eagle Advisors
New Jersey
$58.6K
WIM
361
Westside Investment Management
California
$50.2K
MA
362
MCF Advisors
Kentucky
$49.9K
PWMG
363
Private Wealth Management Group
New Jersey
$49.7K
ADL
364
Asset Dedication LLC
California
$49.1K
MCM
365
Manchester Capital Management
Vermont
$48.8K
EPIMS
366
Evelyn Partners Investment Management Services
$48.4K
OC
367
Oakworth Capital
Alabama
$46.7K
AWM
368
Abound Wealth Management
Tennessee
$44.7K
AA
369
Addison Advisors
Vermont
$42.9K
BTD
370
BankPlus Trust Department
Mississippi
$42.5K
CYG
371
Clean Yield Group
Vermont
$42.4K
API
372
Asset Planning Inc
California
$42.3K
CTC
373
Central Trust Company
Missouri
$37.4K
GI
374
GAMMA Investing
California
$35.9K
SN
375
Sittner & Nelson
Oregon
$33.5K