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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
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
AWM
456
Axxcess Wealth Management
California
JWCA
457
J.W. Cole Advisors
Florida
FAM
458
Flaharty Asset Management
Florida
MCM
459
McDonough Capital Management
Florida
JLBC
460
J.L. Bainbridge & Co
Florida
SCP
461
Sivia Capital Partners
California
RIM
462
Ryan Investment Management
Colorado
AG
463
AmeriFlex Group
Nevada
RI
464
Ridgewood Investments
New Jersey
IMC
465
Investment Management Corporation
Virginia
AWM
466
Atticus Wealth Management
Florida
TFM
467
TFC Financial Management
Massachusetts
WSFS
468
Wilmington Savings Fund Society
Delaware
MPW
469
MASECO Private Wealth
Optiver Holding
470
Optiver Holding
Netherlands
HPC
471
HM Payson & Co
Maine
NC
472
NewSquare Capital
Pennsylvania
TPWA
473
Twin Peaks Wealth Advisors
California
SWM
474
Spire Wealth Management
Virginia
BIG
475
Brooklyn Investment Group
New York