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Sun Life Financial

439 hedge funds and large institutions have $17.6B invested in Sun Life Financial in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 147 increasing their positions, 133 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

2.09% more ownership

Funds ownership: 44.84%46.93% (+2.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

64% less call options, than puts

Call options by funds: $119M | Put options by funds: $326M

Holders
439
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
$119M
Puts
$326M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
51
First Trust Advisors
Illinois
$43.9M
TAM
52
Todd Asset Management
Kentucky
$42.2M
Bank of New York Mellon
53
Bank of New York Mellon
New York
$40.3M
Canada Life
54
Canada Life
Manitoba, Canada
$39.5M
Russell Investments Group
55
Russell Investments Group
United Kingdom
$38.5M
Allianz Asset Management
56
Allianz Asset Management
Germany
$35.8M
Northern Trust
57
Northern Trust
Illinois
$33.3M
Grantham, Mayo, Van Otterloo & Co (GMO)
58
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$31.8M
Aviva
59
Aviva
United Kingdom
$31.8M
Korea Investment Corp
60
Korea Investment Corp
South Korea
$30.9M
Zurich Cantonal Bank
61
Zurich Cantonal Bank
Switzerland
$30M
HIM
62
Hillsdale Investment Management
Ontario, Canada
$28M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
63
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$26.6M
NL
64
Nuveen LLC
North Carolina
$26.6M
IIM
65
Intact Investment Management
Quebec, Canada
$25.9M
Neuberger Berman Group
66
Neuberger Berman Group
New York
$25.1M
TRSOTSOK
67
Teachers Retirement System of the State of Kentucky
Kentucky
$24.8M
MBI
68
Montrusco Bolton Investments
Quebec, Canada
$24.5M
Two Sigma Investments
69
Two Sigma Investments
New York
$22.4M
FAF
70
Första AP-fonden
Sweden
$22M
State of Tennessee, Department of Treasury
71
State of Tennessee, Department of Treasury
Tennessee
$21.8M
BA
72
Bridgewater Associates
Connecticut
$21.8M
GC
73
Guardian Capital
Ontario, Canada
$20.8M
Pictet Asset Management
74
Pictet Asset Management
Switzerland
$20.7M
BONST
75
Bank of Nova Scotia Trust
Ontario, Canada
$20.6M