SLF icon

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 41 funds opening new positions, 149 increasing their positions, 141 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:

14% less capital invested

Capital invested by funds: $17.6B → $15.1B (-$2.55B)

18% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 50

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
MML Investors Services
451
MML Investors Services
Massachusetts
BCM
452
Bayesian Capital Management
New York
FPAS
453
Focus Partners Advisor Solutions
Missouri
IB
454
Intrust Bank
Kansas
1SB
455
1ST Source Bank
Indiana
SA
456
Sanctuary Advisors
Indiana
AWM
457
Axxcess Wealth Management
California
JWCA
458
J.W. Cole Advisors
Florida
FAM
459
Flaharty Asset Management
Florida
MCM
460
McDonough Capital Management
Florida
JLBC
461
J.L. Bainbridge & Co
Florida
SCP
462
Sivia Capital Partners
California
RIM
463
Ryan Investment Management
Colorado
AG
464
AmeriFlex Group
Nevada
RI
465
Ridgewood Investments
New Jersey
IMC
466
Investment Management Corporation
Virginia
AWM
467
Atticus Wealth Management
Florida
TFM
468
TFC Financial Management
Massachusetts
WSFS
469
Wilmington Savings Fund Society
Delaware
MPW
470
MASECO Private Wealth
Optiver Holding
471
Optiver Holding
Netherlands
HPC
472
HM Payson & Co
Maine
TPWA
473
Twin Peaks Wealth Advisors
California
NC
474
NewSquare Capital
Pennsylvania
SWM
475
Spire Wealth Management
Virginia