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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
MBI
76
Montrusco Bolton Investments
Quebec, Canada
$18.2M
APG Asset Management
77
APG Asset Management
Netherlands
$16.4M
American Century Companies
78
American Century Companies
Missouri
$15.2M
AIM
79
AXA Investment Managers
France
$15.1M
SAI
80
Systematic Alpha Investments
New Jersey
$15.1M
Franklin Resources
81
Franklin Resources
California
$13.6M
MSV
82
MN Services Vermogensbeheer
Netherlands
$13M
CGH
83
Crossmark Global Holdings
Texas
$12.7M
MSE
84
MUFG Securities EMEA
United Kingdom
$12M
D.E. Shaw & Co
85
D.E. Shaw & Co
New York
$11.2M
VMPIC
86
Varma Mutual Pension Insurance Co
Finland
$11M
AC
87
Addenda Capital
Quebec, Canada
$10.4M
SG
88
Sienna Gestion
France
$10.2M
Man Group
89
Man Group
United Kingdom
$9.56M
Royal London Asset Management
90
Royal London Asset Management
United Kingdom
$9.49M
Zurich Cantonal Bank
91
Zurich Cantonal Bank
Switzerland
$8.92M
GP
92
Guardian Partners
Canada
$8.84M
LOAMS
93
Lombard Odier Asset Management (Switzerland)
Switzerland
$8.2M
AF
94
Aviso Financial
Ontario, Canada
$7.66M
LF
95
Lansforsakringar Fondforvaltning
Sweden
$7.44M
LSWM
96
Lorne Steinberg Wealth Management
Canada
$7.07M
Two Sigma Investments
97
Two Sigma Investments
New York
$6.9M
OSAM
98
O'Shaughnessy Asset Management
Connecticut
$6.69M
A
99
AustralianSuper
Australia
$6.4M
Caisse de Depot et Placement du Quebec (CDPQ)
100
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$6.31M