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Sun Life Financial

429 hedge funds and large institutions have $15.1B invested in Sun Life Financial in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 149 increasing their positions, 141 reducing their positions, and 50 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 capital invested

Capital invested by funds: $17.6B → $15.1B (-$2.55B)

18% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 50

60% less call options, than puts

Call options by funds: $184M | Put options by funds: $456M

Holders
429
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
FFA
351
Farther Finance Advisors
California
$78.1K
B
352
Birchbrook
Maine
$77.7K
PP
353
Pacifica Partners
Canada
$77.5K
LWA
354
Lowe Wealth Advisors
Maryland
$76.8K
CTC
355
Central Trust Company
Missouri
$72K
BCWM
356
Bartlett & Co Wealth Management
Ohio
$72K
FC
357
Financial Consulate
Maryland
$72K
T
358
TOBAM
France
$68K
LWCFA
359
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$67.5K
EPIM
360
Evelyn Partners Investment Management
$65.5K
CA
361
CoreCap Advisors
Michigan
$65.5K
AF
362
Allworth Financial
California
$64.7K
NB
363
NBT Bank
New York
$64.5K
GFWA
364
Grey Fox Wealth Advisors
Delaware
$61.6K
CHC
365
City Holding Co
West Virginia
$60K
JWA
366
JFS Wealth Advisors
Pennsylvania
$59.5K
GEA
367
Glen Eagle Advisors
New Jersey
$57.2K
CYG
368
Clean Yield Group
Vermont
$55.5K
WIM
369
Westside Investment Management
California
$48.2K
MA
370
MCF Advisors
Kentucky
$48K
AWM
371
Abound Wealth Management
Tennessee
$47.9K
PWMG
372
Private Wealth Management Group
New Jersey
$47.8K
ADL
373
Asset Dedication LLC
California
$47.2K
EPIMS
374
Evelyn Partners Investment Management Services
$46.6K
OC
375
Oakworth Capital
Alabama
$44.9K