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Sun Life Financial

439 hedge funds and large institutions have $15.8B invested in Sun Life Financial in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 147 increasing their positions, 142 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 38

2% more funds holding

Funds holding: 432439 (+7)

4% more capital invested

Capital invested by funds: $15.1B → $15.8B (+$630M)

4% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 142

0.35% more ownership

Funds ownership: 44.83%45.18% (+0.35%)

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
439
Holders Change
+7
Holders Change %
+1.62%
% of All Funds
5.34%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
54
Increased
147
Reduced
142
Closed
38
Calls
$215M
Puts
$647M
Net Calls
-$431M
Net Calls Change
-$159M
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
26
Intact Investment Management
Quebec, Canada
$126M +$44.8M +741,136 +58%
Charles Schwab
27
Charles Schwab
California
$106M +$4.35M +71,971 +4%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$102M -$72.4K -1,198 -0.1%
Bank of America
29
Bank of America
North Carolina
$100M -$3.12M -51,658 -3%
Goldman Sachs
30
Goldman Sachs
New York
$98.3M -$46.7M -773,647 -33%
Swiss National Bank
31
Swiss National Bank
Switzerland
$92.9M -$8.22M -136,000 -8%
CCMIC
32
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$92M -$4.28M -70,910 -6%
Invesco
33
Invesco
Georgia
$86.3M +$1.52M +25,196 +2%
CIBC Asset Management
34
CIBC Asset Management
Ontario, Canada
$84M -$126M -2,085,878 -61%
Amundi
35
Amundi
France
$76.9M -$25.8M -427,513 -26%
BAM
36
BCV Asset Management
$76.4M +$52.4M +867,770 New
Deutsche Bank
37
Deutsche Bank
Germany
$70.8M -$2.68M -44,395 -4%
VPI
38
Value Partners Investments
Manitoba, Canada
$70.3M +$283K +4,679 +0.4%
Two Sigma Investments
39
Two Sigma Investments
New York
$66.1M +$57.1M +944,700 +822%
AM
40
AGF Management
Ontario, Canada
$60.8M -$11.8M -194,786 -22%
DekaBank Deutsche Girozentrale
41
DekaBank Deutsche Girozentrale
Germany
$59.2M
AIMCA
42
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$57.9M -$10.6M -174,900 -16%
BlackRock
43
BlackRock
New York
$53.3M -$2.54M -42,061 -5%
MSC
44
MUFG Securities (Canada)
New York
$53M -$5.02M -83,139 -9%
QI
45
QV Investors
Alberta, Canada
$49.9M -$12.3M -204,248 -20%
AQR Capital Management
46
AQR Capital Management
Connecticut
$49.8M +$47.3M +783,668 +5,525%
Fiera Capital (Canada)
47
Fiera Capital (Canada)
Quebec, Canada
$42.3M -$4.63M -76,671 -10%
First Trust Advisors
48
First Trust Advisors
Illinois
$41.8M -$2.33M -38,620 -5%
TAM
49
Todd Asset Management
Kentucky
$40.9M -$930K -15,394 -2%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$37.5M +$3.38M +56,023 +10%