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Sun Life Financial

425 hedge funds and large institutions have $15.1B invested in Sun Life Financial in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 146 increasing their positions, 140 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:

14% less first-time investments, than exits

New positions opened: 42 | 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
425
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
SS
401
SBI Securities
Japan
$11.1K
WTA
402
Washington Trust Advisors
Massachusetts
$9.9K
TWD
403
True Wealth Design
Ohio
$9.85K
CPG
404
Cornerstone Planning Group
New Jersey
$9.69K
MG
405
Mather Group
Illinois
$9.04K
HBW
406
Hazlett, Burt & Watson
West Virginia
$9K
BFS
407
Bare Financial Services
Pennsylvania
$8.34K
FMP
408
Financial Management Professionals
Texas
$8.16K
JAM
409
JCIC Asset Management
Ontario, Canada
$8.11K
BSB
410
Bangor Savings Bank
Maine
$7.32K
SS
411
Sunbelt Securities
Texas
$7.32K
NA
412
NewEdge Advisors
Louisiana
$6.4K
KFI
413
Key Financial Inc
Pennsylvania
$5.96K
BC
414
Barrett & Company
Rhode Island
$5.64K
HWM
415
HighMark Wealth Management
Minnesota
$3.24K
CA
416
Centerpoint Advisors
Massachusetts
$3K
PCM
417
Penserra Capital Management
California
$2K
TPCW
418
TD Private Client Wealth
New York
$1.5K
CFD
419
Creative Financial Designs
Indiana
$1.2K
MWM
420
Mascoma Wealth Management
New Hampshire
$1.2K
PWAM
421
Private Wealth Asset Management
Iowa
$1.08K
SHIM
422
Stone House Investment Management
Pennsylvania
$720
BC
423
Bayforest Capital
United Kingdom
$480
Victory Capital Management
424
Victory Capital Management
Texas
$360
HWP
425
Highline Wealth Partners
California
$300