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