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