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Sun Life Financial

429 hedge funds and large institutions have $15.1B invested in Sun Life Financial in 2025 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 148 increasing their positions, 141 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

12% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 49

14% less capital invested

Capital invested by funds: $17.6B → $15.1B (-$2.55B)

60% less call options, than puts

Call options by funds: $184M | Put options by funds: $456M

Holders
429
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$184M
Puts
$456M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
376
Oakworth Capital
Alabama
$44.9K
AA
377
Addison Advisors
Vermont
$42.3K
BTD
378
BankPlus Trust Department
Mississippi
$40.9K
API
379
Asset Planning Inc
California
$40.7K
SAM
380
Smartleaf Asset Management
Massachusetts
$34.9K
GI
381
GAMMA Investing
California
$34.6K
MSFP
382
Mark Sheptoff Financial Planning
Connecticut
$31.8K
TFIPS
383
Towarzystwo Funduszy Inwestycyjnych PZU SA
$30K
SA
384
SRH Advisors
Kansas
$30K
AF
385
Advisornet Financial
Minnesota
$30K
PTC
386
Private Trust Company
Ohio
$29.9K
W
387
WealthCollab
Washington
$27.6K
MCM
388
MAI Capital Management
Ohio
$27.4K
DSC
389
Duncker Streett & Co
Missouri
$24.9K
LFG
390
Larson Financial Group
Missouri
$23.2K
UB
391
UMB Bank
Missouri
$21.2K
GRP
392
Global Retirement Partners
California
$20.1K
TCM
393
TruNorth Capital Management
Michigan
$19.8K
DWM
394
Dogwood Wealth Management
Kansas
$19.6K
FGAM
395
Financial Gravity Asset Management
Texas
$19K
CIAM
396
Caitong International Asset Management
Hong Kong
$17.3K
AA
397
Ancora Advisors
Ohio
$17K
PS
398
Principal Securities
Iowa
$16.1K
GWM
399
Geneos Wealth Management
Colorado
$14.5K
BL
400
BFSG LLC
California
$13.5K