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Sun Life Financial

425 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, 146 increasing their positions, 140 reducing their positions, and 49 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:

14% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 49

14% less capital invested

Capital invested by funds: $17.6B → $15.1B (-$2.55B)

60% less call options, than puts

Call options by funds: $184M | Put options by funds: $456M

Holders
425
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
WCA
101
Waratah Capital Advisors
Ontario, Canada
$5.8M
OBAM
102
ODDO BHF Asset Management
France
$5.44M
AllianceBernstein
103
AllianceBernstein
Tennessee
$5.34M
Skandinaviska Enskilda Banken (SEB)
104
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.33M
BC
105
Burney Company
Virginia
$5.2M
PFSRSONJ
106
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.98M
QC
107
Quadrature Capital
United Kingdom
$4.92M
Creative Planning
108
Creative Planning
Kansas
$4.82M
Cetera Investment Advisers
109
Cetera Investment Advisers
Illinois
$4.82M
M
110
MOTCO
Texas
$4.48M
UIM
111
USS Investment Management
United Kingdom
$4.44M
Raymond James Financial
112
Raymond James Financial
Florida
$4.34M
MPM
113
Meritage Portfolio Management
Kansas
$4.34M
Qube Research & Technologies (QRT)
114
Qube Research & Technologies (QRT)
United Kingdom
$4.18M
Stifel Financial
115
Stifel Financial
Missouri
$4.1M
Janus Henderson Group
116
Janus Henderson Group
United Kingdom
$3.95M
HPG
117
Harvest Portfolios Group
Ontario, Canada
$3.84M
URS
118
Utah Retirement Systems
Utah
$3.8M
JFL
119
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.69M
MSRPS
120
Maryland State Retirement & Pension System
Maryland
$3.57M
GAM
121
Generali Asset Management
Italy
$3.53M
LPL Financial
122
LPL Financial
California
$3.5M
SF
123
Symphony Financial
Texas
$3.5M
Bessemer Group
124
Bessemer Group
New Jersey
$3.29M
Two Sigma Advisers
125
Two Sigma Advisers
New York
$3.28M