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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
MSFP
376
Mark Sheptoff Financial Planning
Connecticut
$33.1K
TFIPS
377
Towarzystwo Funduszy Inwestycyjnych PZU SA
$31.3K
AF
378
Advisornet Financial
Minnesota
$31.2K
SA
379
SRH Advisors
Kansas
$31.2K
PTC
380
Private Trust Company
Ohio
$31K
BBHC
381
Brown Brothers Harriman & Co
New York
$30K
W
382
WealthCollab
Washington
$28.7K
LFG
383
Larson Financial Group
Missouri
$27.5K
CPG
384
Cornerstone Planning Group
New Jersey
$25.9K
DSC
385
Duncker Streett & Co
Missouri
$25.8K
DWM
386
Dogwood Wealth Management
Kansas
$20.4K
FGAM
387
Financial Gravity Asset Management
Texas
$19.8K
AA
388
Ancora Advisors
Ohio
$19.4K
FHA
389
Flagship Harbor Advisors
Massachusetts
$17.1K
UBS AM
390
UBS AM
Illinois
$16.7K
SIS
391
Strategic Investment Solutions
Illinois
$15.3K
GWM
392
Geneos Wealth Management
Colorado
$15.1K
CMP
393
Coston McIsaac & Partners
Maine
$15K
BL
394
BFSG LLC
California
$14K
ZBNA
395
Zions Bancorporation, National Association
Utah
$13.8K
HFS
396
Hughes Financial Services
Virginia
$12.8K
BBPWM
397
Blue Bell Private Wealth Management
Pennsylvania
$11.7K
SS
398
SBI Securities
Japan
$11.5K
BIA
399
Bell Investment Advisors
California
$10.6K
LWANC
400
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.6K