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Sun Life Financial

443 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, 148 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
443
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
AAS
351
Ameritas Advisory Services
Nebraska
$97K
UBP
352
Union Bancaire Privee
Switzerland
$94.2K
CA
353
CoreCap Advisors
Michigan
$92.4K
RIM
354
Ryan Investment Management
Colorado
$90.2K
B
355
Birchbrook
Maine
$86.1K
LWA
356
Lowe Wealth Advisors
Maryland
$85K
PP
357
Pacifica Partners
Canada
$85K
AG
358
AmeriFlex Group
Nevada
$83.9K
CTC
359
Central Trust Company
Missouri
$79.7K
BCWM
360
Bartlett & Co Wealth Management
Ohio
$79.7K
FFA
361
Farther Finance Advisors
California
$74.2K
LWCFA
362
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$73.1K
EPIM
363
Evelyn Partners Investment Management
$72.6K
NB
364
NBT Bank
New York
$71.4K
AF
365
Allworth Financial
California
$69.2K
CHC
366
City Holding Co
West Virginia
$66.5K
JWA
367
JFS Wealth Advisors
Pennsylvania
$65.9K
FGC
368
Financial Gravity Companies
Texas
$64K
GEA
369
Glen Eagle Advisors
New Jersey
$63.3K
CYG
370
Clean Yield Group
Vermont
$61.5K
AC
371
AlphaCore Capital
California
$61.1K
MCM
372
MAI Capital Management
Ohio
$59.5K
SOW
373
State of Wyoming
Wyoming
$59.2K
T
374
TOBAM
France
$59K
AWM
375
Abound Wealth Management
Tennessee
$58.1K