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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
T
376
TOBAM
France
$59K
AWM
377
Abound Wealth Management
Tennessee
$58.1K
TC
378
Tacita Capital
Ontario, Canada
$57.2K
RI
379
Ridgewood Investments
New Jersey
$53.2K
MA
380
MCF Advisors
Kentucky
$53.2K
PWMG
381
Private Wealth Management Group
New Jersey
$53K
ADL
382
Asset Dedication LLC
California
$52.3K
OC
383
Oakworth Capital
Alabama
$49.7K
IMC
384
Investment Management Corporation
Virginia
$47.9K
AA
385
Addison Advisors
Vermont
$46.8K
BTD
386
BankPlus Trust Department
Mississippi
$45.3K
API
387
Asset Planning Inc
California
$45.1K
LI
388
Louisbourg Investments
New Brunswick, Canada
$43.2K
WIM
389
Westside Investment Management
California
$38.4K
GI
390
GAMMA Investing
California
$38.3K
GRP
391
Global Retirement Partners
California
$36.6K
MSFP
392
Mark Sheptoff Financial Planning
Connecticut
$35.2K
AF
393
Advisornet Financial
Minnesota
$33.2K
SA
394
SRH Advisors
Kansas
$33.2K
TFIPS
395
Towarzystwo Funduszy Inwestycyjnych PZU SA
$33.1K
AWM
396
Atticus Wealth Management
Florida
$32.6K
W
397
WealthCollab
Washington
$30.6K
PTC
398
Private Trust Company
Ohio
$28.5K
LFG
399
Larson Financial Group
Missouri
$28.4K
DSC
400
Duncker Streett & Co
Missouri
$27.5K