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Sun Life Financial

445 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, 149 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
445
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
TFM
401
TFC Financial Management
Massachusetts
$26K
GWM
402
Geneos Wealth Management
Colorado
$26K
Lazard Asset Management
403
Lazard Asset Management
New York
$25K
HBW
404
Hazlett, Burt & Watson
West Virginia
$25K
AAP
405
Arax Advisory Partners
Colorado
$24.3K
UB
406
UMB Bank
Missouri
$23.5K
CPG
407
Cornerstone Planning Group
New Jersey
$23K
TCM
408
TruNorth Capital Management
Michigan
$21.9K
DWM
409
Dogwood Wealth Management
Kansas
$20.3K
DMIC
410
Dixon Mitchell Investment Counsel
British Columbia, Canada
$19.6K
WSFS
411
Wilmington Savings Fund Society
Delaware
$19.4K
AA
412
Ancora Advisors
Ohio
$18.8K
CIAM
413
Caitong International Asset Management
Hong Kong
$17.8K
ZBNA
414
Zions Bancorporation, National Association
Utah
$16.9K
SIS
415
Strategic Investment Solutions
Illinois
$16.3K
SS
416
SBI Securities
Japan
$16.1K
MPW
417
MASECO Private Wealth
$15.9K
BL
418
BFSG LLC
California
$15K
BIA
419
Bell Investment Advisors
California
$14.6K
SAM
420
Smartleaf Asset Management
Massachusetts
$13.6K
Optiver Holding
421
Optiver Holding
Netherlands
$13.3K
HFS
422
Hughes Financial Services
Virginia
$12.7K
BBPWM
423
Blue Bell Private Wealth Management
Pennsylvania
$12.4K
HPC
424
HM Payson & Co
Maine
$11.3K
WTA
425
Washington Trust Advisors
Massachusetts
$11K