SLF icon

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
CFM
426
Cornerstone Financial Management
Massachusetts
$936
GFA
427
Godfrey Financial Associates
New York
$811
SHIM
428
Stone House Investment Management
Pennsylvania
$749
SGK
429
Steigerwald Gordon & Koch
Virginia
$749
HWP
430
Highline Wealth Partners
California
$624
Simplex Trading
431
Simplex Trading
Illinois
$561
Victory Capital Management
432
Victory Capital Management
Texas
$374
MCM
433
MV Capital Management
Maryland
$312
Optiver Holding
434
Optiver Holding
Netherlands
$312
MWM
435
Mascoma Wealth Management
New Hampshire
$61
MI
436
Motiv8 Investments
Florida
$8
HSBC Holdings
437
HSBC Holdings
United Kingdom
NCM
438
Nearwater Capital Markets
Ireland
JAM
439
Jupiter Asset Management
United Kingdom
MSE
440
MUFG Securities EMEA
United Kingdom
VMPIC
441
Varma Mutual Pension Insurance Co
Finland
WCA
442
Waratah Capital Advisors
Ontario, Canada
Renaissance Technologies
443
Renaissance Technologies
New York
NP
444
Ninepoint Partners
Ontario, Canada
AIM
445
Achmea Investment Management
Netherlands
PIC
446
PCJ Investment Counsel
Ontario, Canada
FCM
447
FJ Capital Management
Virginia
Prudential Financial
448
Prudential Financial
New Jersey
GCM
449
Graham Capital Management
Connecticut
MM
450
MQS Management
New York