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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
TC
376
Tacita Capital
Ontario, Canada
$57.2K
MA
377
MCF Advisors
Kentucky
$53.2K
RI
378
Ridgewood Investments
New Jersey
$53.2K
PWMG
379
Private Wealth Management Group
New Jersey
$53K
ADL
380
Asset Dedication LLC
California
$52.3K
OC
381
Oakworth Capital
Alabama
$49.7K
IMC
382
Investment Management Corporation
Virginia
$47.9K
AA
383
Addison Advisors
Vermont
$46.8K
BTD
384
BankPlus Trust Department
Mississippi
$45.3K
API
385
Asset Planning Inc
California
$45.1K
LI
386
Louisbourg Investments
New Brunswick, Canada
$43.2K
WIM
387
Westside Investment Management
California
$38.4K
GI
388
GAMMA Investing
California
$38.3K
GRP
389
Global Retirement Partners
California
$36.6K
MSFP
390
Mark Sheptoff Financial Planning
Connecticut
$35.2K
SA
391
SRH Advisors
Kansas
$33.2K
AF
392
Advisornet Financial
Minnesota
$33.2K
TFIPS
393
Towarzystwo Funduszy Inwestycyjnych PZU SA
$33.1K
AWM
394
Atticus Wealth Management
Florida
$32.6K
W
395
WealthCollab
Washington
$30.6K
PTC
396
Private Trust Company
Ohio
$28.5K
LFG
397
Larson Financial Group
Missouri
$28.4K
DSC
398
Duncker Streett & Co
Missouri
$27.5K
TFM
399
TFC Financial Management
Massachusetts
$26K
GWM
400
Geneos Wealth Management
Colorado
$26K