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Sun Life Financial

443 hedge funds and large institutions have $17.6B invested in Sun Life Financial in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 148 increasing their positions, 134 reducing their positions, and 30 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 funds holding

Funds holding:

2.09% more ownership

Funds ownership: 44.85%46.94% (+2.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

64% less call options, than puts

Call options by funds: $119M | Put options by funds: $326M

Holders
443
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
$119M
Puts
$326M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HBW
401
Hazlett, Burt & Watson
West Virginia
$25K
Lazard Asset Management
402
Lazard Asset Management
New York
$25K
AAP
403
Arax Advisory Partners
Colorado
$24.3K
UB
404
UMB Bank
Missouri
$23.5K
CPG
405
Cornerstone Planning Group
New Jersey
$23K
TCM
406
TruNorth Capital Management
Michigan
$21.9K
DWM
407
Dogwood Wealth Management
Kansas
$20.3K
DMIC
408
Dixon Mitchell Investment Counsel
British Columbia, Canada
$19.6K
WSFS
409
Wilmington Savings Fund Society
Delaware
$19.4K
AA
410
Ancora Advisors
Ohio
$18.8K
CIAM
411
Caitong International Asset Management
Hong Kong
$17.8K
ZBNA
412
Zions Bancorporation, National Association
Utah
$16.9K
SIS
413
Strategic Investment Solutions
Illinois
$16.3K
SS
414
SBI Securities
Japan
$16.1K
MPW
415
MASECO Private Wealth
$15.9K
BL
416
BFSG LLC
California
$15K
BIA
417
Bell Investment Advisors
California
$14.6K
SAM
418
Smartleaf Asset Management
Massachusetts
$13.6K
Optiver Holding
419
Optiver Holding
Netherlands
$13.3K
HFS
420
Hughes Financial Services
Virginia
$12.7K
BBPWM
421
Blue Bell Private Wealth Management
Pennsylvania
$12.4K
HPC
422
HM Payson & Co
Maine
$11.3K
WTA
423
Washington Trust Advisors
Massachusetts
$11K
PS
424
Principal Securities
Iowa
$10.9K
NC
425
NewSquare Capital
Pennsylvania
$9.1K