SLF icon

Sun Life Financial

430 hedge funds and large institutions have $15.7B invested in Sun Life Financial in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 146 increasing their positions, 141 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 capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

0% less funds holding

Funds holding: 431430 (-1)

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
430
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
WTA
401
Washington Trust Advisors
Massachusetts
$10.3K
HBW
402
Hazlett, Burt & Watson
West Virginia
$9K
FMP
403
Financial Management Professionals
Texas
$8.99K
TWD
404
True Wealth Design
Ohio
$8.55K
BFS
405
Bare Financial Services
Pennsylvania
$7.74K
BSB
406
Bangor Savings Bank
Maine
$7.61K
SS
407
Sunbelt Securities
Texas
$7.61K
NA
408
NewEdge Advisors
Louisiana
$6.68K
KFI
409
Key Financial Inc
Pennsylvania
$6.18K
JAM
410
JCIC Asset Management
Ontario, Canada
$5.93K
BC
411
Barrett & Company
Rhode Island
$5.87K
TPCW
412
TD Private Client Wealth
New York
$2.68K
NSIM
413
North Star Investment Management
Illinois
$2.5K
PCM
414
Penserra Capital Management
California
$2K
KG
415
Kilter Group
New York
$1.87K
RFP
416
Root Financial Partners
California
$1.44K
CFD
417
Creative Financial Designs
Indiana
$1.25K
SAG
418
SageView Advisory Group
California
$1.19K
NRG
419
Nemes Rush Group
Michigan
$1.19K
CFM
420
Cornerstone Financial Management
Massachusetts
$936
GFA
421
Godfrey Financial Associates
New York
$811
SHIM
422
Stone House Investment Management
Pennsylvania
$749
SGK
423
Steigerwald Gordon & Koch
Virginia
$749
HWP
424
Highline Wealth Partners
California
$624
Simplex Trading
425
Simplex Trading
Illinois
$561