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Sun Life Financial

436 hedge funds and large institutions have $17.6B invested in Sun Life Financial in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 147 increasing their positions, 131 reducing their positions, and 30 closing their positions.

Holders
436
Holders Change
+22
Holders Change %
+5.31%
% of All Funds
5.85%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
64
Increased
147
Reduced
131
Closed
30
Calls
$119M
Puts
$326M
Net Calls
-$208M
Net Calls Change
-$123M
Name Market Value Shares Shares
Change
Shares
Change %
DWM
401
Dogwood Wealth Management
Kansas
$20.3K 327
DMIC
402
Dixon Mitchell Investment Counsel
British Columbia, Canada
$19.6K 295 -455 -61%
WSFS
403
Wilmington Savings Fund Society
Delaware
$19.4K 292 -587 -67%
AA
404
Ancora Advisors
Ohio
$18.8K 283 +135 +91%
CIAM
405
Caitong International Asset Management
Hong Kong
$17.8K 268 +268 New
ZBNA
406
Zions Bancorporation, National Association
Utah
$16.9K 255 -1 -0.4%
SIS
407
Strategic Investment Solutions
Illinois
$16.3K 246
SS
408
SBI Securities
Japan
$16.1K 242
MPW
409
MASECO Private Wealth
$15.9K 239 +239 New
BL
410
BFSG LLC
California
$15K 225
BIA
411
Bell Investment Advisors
California
$14.6K 220
SAM
412
Smartleaf Asset Management
Massachusetts
$13.6K 207 -124 -37%
Optiver Holding
413
Optiver Holding
Netherlands
$13.3K 200 +200 New
HFS
414
Hughes Financial Services
Virginia
$12.7K 205
BBPWM
415
Blue Bell Private Wealth Management
Pennsylvania
$12.4K 187
WTA
416
Washington Trust Advisors
Massachusetts
$11K 165
PS
417
Principal Securities
Iowa
$10.9K 164 +29 +21%
NC
418
NewSquare Capital
Pennsylvania
$9.1K 137 +124 +954%
FMP
419
Financial Management Professionals
Texas
$9.04K 136 +121 +807%
SWM
420
Spire Wealth Management
Virginia
$8.31K 125 +125 New
BSB
421
Bangor Savings Bank
Maine
$8.11K 122 -78 -39%
TPWA
422
Twin Peaks Wealth Advisors
California
$7.89K 137 +137 New
SS
423
Sunbelt Securities
Texas
$7.24K 122
NA
424
NewEdge Advisors
Louisiana
$7.01K 106
KFI
425
Key Financial Inc
Pennsylvania
$6.58K 99