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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
LSWM
101
Lorne Steinberg Wealth Management
Canada
$7.74M
Qube Research & Technologies (QRT)
102
Qube Research & Technologies (QRT)
United Kingdom
$7.59M
LIP
103
Lighthouse Investment Partners
Florida
$7.56M
Macquarie Group
104
Macquarie Group
Australia
$6.96M
OBAM
105
ODDO BHF Asset Management
France
$6.82M
OSAM
106
O'Shaughnessy Asset Management
Connecticut
$6.53M
QCM
107
Quantinno Capital Management
New York
$6.23M
SFI
108
Susquehanna Fundamental Investments
Pennsylvania
$6.19M
PFSRSONJ
109
Police & Firemen's Retirement System of New Jersey
New Jersey
$6.16M
Skandinaviska Enskilda Banken (SEB)
110
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.91M
BC
111
Burney Company
Virginia
$5.78M
Bessemer Group
112
Bessemer Group
New Jersey
$5.54M
SNT
113
SIG North Trading
Pennsylvania
$5.5M
UIM
114
USS Investment Management
United Kingdom
$4.92M
MPM
115
Meritage Portfolio Management
Kansas
$4.89M
Renaissance Technologies
116
Renaissance Technologies
New York
$4.89M
Two Sigma Advisers
117
Two Sigma Advisers
New York
$4.79M
M
118
MOTCO
Texas
$4.57M
Raymond James Financial
119
Raymond James Financial
Florida
$4.51M
Creative Planning
120
Creative Planning
Kansas
$4.48M
Janus Henderson Group
121
Janus Henderson Group
United Kingdom
$4.48M
Stifel Financial
122
Stifel Financial
Missouri
$4.43M
URS
123
Utah Retirement Systems
Utah
$4.3M
Cetera Investment Advisers
124
Cetera Investment Advisers
Illinois
$4.28M
EAM
125
Erste Asset Management
Austria
$4.2M