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Sun Life Financial

436 hedge funds and large institutions have $15.7B invested in Sun Life Financial in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 147 increasing their positions, 142 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.32% more ownership

Funds ownership: 44.83%45.16% (+0.32%)

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
436
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
API
376
Asset Planning Inc
California
$42.3K
CTC
377
Central Trust Company
Missouri
$37.4K
GI
378
GAMMA Investing
California
$35.9K
SN
379
Sittner & Nelson
Oregon
$33.5K
MSFP
380
Mark Sheptoff Financial Planning
Connecticut
$33.1K
TFIPS
381
Towarzystwo Funduszy Inwestycyjnych PZU SA
$31.3K
AF
382
Advisornet Financial
Minnesota
$31.2K
SA
383
SRH Advisors
Kansas
$31.2K
PTC
384
Private Trust Company
Ohio
$31K
BBHC
385
Brown Brothers Harriman & Co
New York
$30K
W
386
WealthCollab
Washington
$28.7K
LFG
387
Larson Financial Group
Missouri
$27.5K
CPG
388
Cornerstone Planning Group
New Jersey
$25.9K
DSC
389
Duncker Streett & Co
Missouri
$25.8K
DWM
390
Dogwood Wealth Management
Kansas
$20.4K
EPGL
391
Estate Planners Group, LLC
Pennsylvania
$20.1K
FGAM
392
Financial Gravity Asset Management
Texas
$19.8K
AA
393
Ancora Advisors
Ohio
$19.4K
RAM
394
Reflection Asset Management
South Carolina
$19.3K
FHA
395
Flagship Harbor Advisors
Massachusetts
$17.1K
UBS AM
396
UBS AM
Illinois
$16.7K
SIS
397
Strategic Investment Solutions
Illinois
$15.3K
GWM
398
Geneos Wealth Management
Colorado
$15.1K
CMP
399
Coston McIsaac & Partners
Maine
$15K
BL
400
BFSG LLC
California
$14K