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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
FMP
426
Financial Management Professionals
Texas
$9.04K
SWM
427
Spire Wealth Management
Virginia
$8.31K
BSB
428
Bangor Savings Bank
Maine
$8.11K
TPWA
429
Twin Peaks Wealth Advisors
California
$7.89K
SS
430
Sunbelt Securities
Texas
$7.24K
NA
431
NewEdge Advisors
Louisiana
$7.01K
KFI
432
Key Financial Inc
Pennsylvania
$6.58K
BC
433
Barrett & Company
Rhode Island
$6.25K
BFS
434
Bare Financial Services
Pennsylvania
$6.18K
BIG
435
Brooklyn Investment Group
New York
$4.25K
PCM
436
Penserra Capital Management
California
$3K
SO
437
Sierra Ocean
California
$2.19K
TPCW
438
TD Private Client Wealth
New York
$1.66K
MWM
439
Mascoma Wealth Management
New Hampshire
$1.33K
PWAM
440
Private Wealth Asset Management
Iowa
$1.2K
PWA
441
Physician Wealth Advisors
Utah
$532
HWP
442
Highline Wealth Partners
California
$332
HNW
443
High Note Wealth
Minnesota
$133
AIMCA
444
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
Voloridge Investment Management
445
Voloridge Investment Management
Florida
TRCT
446
Tower Research Capital (TRC)
New York
QT
447
Quantbot Technologies
New York
USAA
448
United Services Automobile Association
Texas
OCM
449
One Capital Management
California
Citadel Advisors
450
Citadel Advisors
Florida