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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
UBS Group
51
UBS Group
Switzerland
$37.3M -$11.1M -184,069 -24%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$36.8M -$3.01M -49,901 -8%
Aviva
53
Aviva
United Kingdom
$35.6M +$1.66M +27,519 +5%
Canada Life
54
Canada Life
Manitoba, Canada
$34.2M -$2.74M -45,298 -8%
VanEck Associates
55
VanEck Associates
New York
$33.7M +$13.4M +222,410 +70%
Northern Trust
56
Northern Trust
Illinois
$33.3M +$2.01M +33,332 +7%
Grantham, Mayo, Van Otterloo & Co (GMO)
57
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$33.1M +$5.08M +84,069 +19%
Korea Investment Corp
58
Korea Investment Corp
South Korea
$31M -$3.35M -55,531 -10%
GCC
59
Guardian Capital (Canada)
Ontario, Canada
$29.2M +$958K +15,849 +4%
BCIM
60
British Columbia Investment Management
British Columbia, Canada
$28.6M -$17.3M -286,117 -38%
NEI
61
Northwest & Ethical Investments
Ontario, Canada
$27.6M -$5.79M -95,830 -18%
D.E. Shaw & Co
62
D.E. Shaw & Co
New York
$27.6M +$15.5M +256,618 +138%
BNP Paribas Asset Management
63
BNP Paribas Asset Management
France
$26.4M +$18.6M +308,197 New
Public Sector Pension Investment Board (PSP Investments)
64
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$25.9M -$6.74M -111,583 -21%
Neuberger Berman Group
65
Neuberger Berman Group
New York
$25.3M -$1.35M -22,300 -5%
TRSOTSOK
66
Teachers Retirement System of the State of Kentucky
Kentucky
$25.2M
Two Sigma Advisers
67
Two Sigma Advisers
New York
$24.8M +$20.7M +343,100 +628%
N
68
Nuveen
North Carolina
$24.5M -$75.4K -1,248 -0.3%
Caisse de Depot et Placement du Quebec (CDPQ)
69
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$22.9M +$15.8M +262,015 +250%
NWM
70
Nicola Wealth Management
British Columbia, Canada
$22.9M +$610K +10,100 +3%
Millennium Management
71
Millennium Management
New York
$22.2M +$18.7M +309,329 +673%
Barclays
72
Barclays
United Kingdom
$20.7M +$18.4M +304,574 +1,138%
Pictet Asset Management
73
Pictet Asset Management
Switzerland
$20.6M +$1.54M +25,540 +8%
State of Tennessee, Department of Treasury
74
State of Tennessee, Department of Treasury
Tennessee
$20.5M -$339K -5,616 -2%
Allianz Asset Management
75
Allianz Asset Management
Germany
$20.3M -$15.1M -249,536 -43%