SLF icon

Sun Life Financial

429 hedge funds and large institutions have $15.1B invested in Sun Life Financial in 2025 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 148 increasing their positions, 141 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:

12% less first-time investments, than exits

New positions opened: 43 | 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
429
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
BIA
401
Bell Investment Advisors
California
$13.2K
ZBNA
402
Zions Bancorporation, National Association
Utah
$12.9K
HFS
403
Hughes Financial Services
Virginia
$11.9K
BBPWM
404
Blue Bell Private Wealth Management
Pennsylvania
$11.2K
SS
405
SBI Securities
Japan
$11.1K
WTA
406
Washington Trust Advisors
Massachusetts
$9.9K
TWD
407
True Wealth Design
Ohio
$9.85K
CPG
408
Cornerstone Planning Group
New Jersey
$9.69K
MG
409
Mather Group
Illinois
$9.04K
HBW
410
Hazlett, Burt & Watson
West Virginia
$9K
BFS
411
Bare Financial Services
Pennsylvania
$8.34K
FMP
412
Financial Management Professionals
Texas
$8.16K
JAM
413
JCIC Asset Management
Ontario, Canada
$8.11K
BSB
414
Bangor Savings Bank
Maine
$7.32K
SS
415
Sunbelt Securities
Texas
$7.32K
NA
416
NewEdge Advisors
Louisiana
$6.4K
KFI
417
Key Financial Inc
Pennsylvania
$5.96K
BC
418
Barrett & Company
Rhode Island
$5.64K
HWM
419
HighMark Wealth Management
Minnesota
$3.24K
CA
420
Centerpoint Advisors
Massachusetts
$3K
PCM
421
Penserra Capital Management
California
$2K
TPCW
422
TD Private Client Wealth
New York
$1.5K
CFD
423
Creative Financial Designs
Indiana
$1.2K
MWM
424
Mascoma Wealth Management
New Hampshire
$1.2K
PWAM
425
Private Wealth Asset Management
Iowa
$1.08K