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Sun Life Financial

445 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, 149 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
445
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
CH
351
Cromwell Holdings
Wyoming
$114K
CWIG
352
Chung Wu Investment Group
Texas
$103K
AAS
353
Ameritas Advisory Services
Nebraska
$97K
UBP
354
Union Bancaire Privee
Switzerland
$94.2K
CA
355
CoreCap Advisors
Michigan
$92.4K
RIM
356
Ryan Investment Management
Colorado
$90.2K
B
357
Birchbrook
Maine
$86.1K
LWA
358
Lowe Wealth Advisors
Maryland
$85K
PP
359
Pacifica Partners
Canada
$85K
AG
360
AmeriFlex Group
Nevada
$83.9K
CTC
361
Central Trust Company
Missouri
$79.7K
BCWM
362
Bartlett & Co Wealth Management
Ohio
$79.7K
FFA
363
Farther Finance Advisors
California
$74.2K
LWCFA
364
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$73.1K
EPIM
365
Evelyn Partners Investment Management
$72.6K
NB
366
NBT Bank
New York
$71.4K
AF
367
Allworth Financial
California
$69.2K
CHC
368
City Holding Co
West Virginia
$66.5K
JWA
369
JFS Wealth Advisors
Pennsylvania
$65.9K
FGC
370
Financial Gravity Companies
Texas
$64K
GEA
371
Glen Eagle Advisors
New Jersey
$63.3K
CYG
372
Clean Yield Group
Vermont
$61.5K
AC
373
AlphaCore Capital
California
$61.1K
MCM
374
MAI Capital Management
Ohio
$59.5K
SOW
375
State of Wyoming
Wyoming
$59.2K