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Sun Life Financial

436 hedge funds and large institutions have $15.7B invested in Sun Life Financial in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 147 increasing their positions, 142 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.32% more ownership

Funds ownership: 44.83%45.16% (+0.32%)

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
436
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
ZBNA
401
Zions Bancorporation, National Association
Utah
$13.8K
HFS
402
Hughes Financial Services
Virginia
$12.8K
BBPWM
403
Blue Bell Private Wealth Management
Pennsylvania
$11.7K
SS
404
SBI Securities
Japan
$11.5K
BIA
405
Bell Investment Advisors
California
$10.6K
LWANC
406
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.6K
WTA
407
Washington Trust Advisors
Massachusetts
$10.3K
HBW
408
Hazlett, Burt & Watson
West Virginia
$9K
FMP
409
Financial Management Professionals
Texas
$8.99K
TWD
410
True Wealth Design
Ohio
$8.55K
BFS
411
Bare Financial Services
Pennsylvania
$7.74K
BSB
412
Bangor Savings Bank
Maine
$7.61K
SS
413
Sunbelt Securities
Texas
$7.61K
NA
414
NewEdge Advisors
Louisiana
$6.68K
KFI
415
Key Financial Inc
Pennsylvania
$6.18K
JAM
416
JCIC Asset Management
Ontario, Canada
$5.93K
BC
417
Barrett & Company
Rhode Island
$5.87K
TPCW
418
TD Private Client Wealth
New York
$2.68K
NSIM
419
North Star Investment Management
Illinois
$2.5K
PCM
420
Penserra Capital Management
California
$2K
KG
421
Kilter Group
New York
$1.87K
RFP
422
Root Financial Partners
California
$1.44K
CFD
423
Creative Financial Designs
Indiana
$1.25K
SAG
424
SageView Advisory Group
California
$1.19K
NRG
425
Nemes Rush Group
Michigan
$1.19K