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Sun Life Financial

431 hedge funds and large institutions have $15.1B invested in Sun Life Financial in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 149 increasing their positions, 142 reducing their positions, and 50 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:

15% less capital invested

Capital invested by funds: $17.7B → $15.1B (-$2.57B)

16% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 50

60% less call options, than puts

Call options by funds: $184M | Put options by funds: $456M

Holders
431
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
PWAM
426
Private Wealth Asset Management
Iowa
$1.08K
SHIM
427
Stone House Investment Management
Pennsylvania
$720
KG
428
Kilter Group
New York
$481
BC
429
Bayforest Capital
United Kingdom
$480
Victory Capital Management
430
Victory Capital Management
Texas
$360
HWP
431
Highline Wealth Partners
California
$300
Norges Bank
432
Norges Bank
Norway
PMAM
433
Picton Mahoney Asset Management
Ontario, Canada
UBS AM
434
UBS AM
Illinois
Axa
435
Axa
France
LIP
436
Lighthouse Investment Partners
Florida
OTPPB
437
Ontario Teachers' Pension Plan Board
Ontario, Canada
TPM
438
Triasima Portfolio Management
Quebec, Canada
ClearBridge Investments
439
ClearBridge Investments
New York
MGP
440
M&G plc
United Kingdom
OCAM
441
Onex Canada Asset Management
Ontario, Canada
ECM
442
ExodusPoint Capital Management
New York
AIM
443
Aigen Investment Management
New York
Walleye Capital
444
Walleye Capital
New York
UPS
445
UHLMANN PRICE SECURITIES
Illinois
SCM
446
Shelton Capital Management
Colorado
MA
447
MONECO Advisors
Connecticut
BPA
448
Beacon Pointe Advisors
California
PSP
449
Principal Street Partners
Tennessee
BBA
450
Baader Bank Aktiengesellschaft
Germany