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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
Jane Street
76
Jane Street
New York
$20.1M +$18.2M +301,491 +1,468%
Man Group
77
Man Group
United Kingdom
$19.8M +$9.51M +157,363 +99%
BONST
78
Bank of Nova Scotia Trust
Ontario, Canada
$19.4M -$110K -1,813 -0.6%
BA
79
Bridgewater Associates
Connecticut
$19.2M -$597K -9,882 -3%
American Century Companies
80
American Century Companies
Missouri
$18.6M +$2.68M +44,426 +18%
FAF
81
Första AP-fonden
Sweden
$18.5M -$6.01M -99,500 -25%
SNT
82
SIG North Trading
Pennsylvania
$16.2M -$13.1M -216,370 -45%
Citigroup
83
Citigroup
New York
$16.2M -$6.89M -114,065 -31%
APG Asset Management
84
APG Asset Management
Netherlands
$15.9M -$1.31M -21,692 -7%
SAI
85
Systematic Alpha Investments
New Jersey
$15.7M
KC
86
Kepler Cheuvreux
$14.6M -$17.5M -288,916 -63%
Franklin Resources
87
Franklin Resources
California
$14.3M +$217K +3,595 +2%
MSV
88
MN Services Vermogensbeheer
Netherlands
$13.7M +$178K +2,948 +1%
PUI
89
Purpose Unlimited Inc
$13.2M +$12.8M +211,161 New
MBI
90
Montrusco Bolton Investments
Quebec, Canada
$12.7M -$5.99M -99,080 -33%
State of Wisconsin Investment Board
91
State of Wisconsin Investment Board
Wisconsin
$12.3M +$11.9M +197,000 New
CGH
92
Crossmark Global Holdings
Texas
$12.3M -$852K -14,109 -7%
SG
93
Sienna Gestion
France
$11.6M
PTPFOECYE
94
PBU - The Pension Fund of Early Childhood & Youth Educators
$11.6M +$11.2M +184,982 New
SLAM
95
Swiss Life Asset Management
$10.7M +$5.12M +84,779 +97%
AC
96
Addenda Capital
Quebec, Canada
$9.7M -$704K -11,655 -9%
Royal London Asset Management
97
Royal London Asset Management
United Kingdom
$9.69M -$167K -2,768 -2%
GP
98
Guardian Partners
Canada
$9.67M +$94.4K +1,563 +1%
Zurich Cantonal Bank
99
Zurich Cantonal Bank
Switzerland
$9.11M -$169K -2,801 -2%
QCM
100
Quantinno Capital Management
New York
$9.07M +$2.9M +48,043 +49%