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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
QCM
101
Quantinno Capital Management
New York
$5.84M
WCA
102
Waratah Capital Advisors
Ontario, Canada
$5.8M
OBAM
103
ODDO BHF Asset Management
France
$5.44M
AllianceBernstein
104
AllianceBernstein
Tennessee
$5.34M
Skandinaviska Enskilda Banken (SEB)
105
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.33M
SLAM
106
Swiss Life Asset Management
$5.25M
BC
107
Burney Company
Virginia
$5.2M
PFSRSONJ
108
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.98M
QC
109
Quadrature Capital
United Kingdom
$4.92M
Creative Planning
110
Creative Planning
Kansas
$4.82M
Cetera Investment Advisers
111
Cetera Investment Advisers
Illinois
$4.82M
M
112
MOTCO
Texas
$4.48M
UIM
113
USS Investment Management
United Kingdom
$4.44M
Raymond James Financial
114
Raymond James Financial
Florida
$4.34M
MPM
115
Meritage Portfolio Management
Kansas
$4.34M
Qube Research & Technologies (QRT)
116
Qube Research & Technologies (QRT)
United Kingdom
$4.18M
Stifel Financial
117
Stifel Financial
Missouri
$4.1M
Janus Henderson Group
118
Janus Henderson Group
United Kingdom
$3.95M
HPG
119
Harvest Portfolios Group
Ontario, Canada
$3.84M
URS
120
Utah Retirement Systems
Utah
$3.8M
JFL
121
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.69M
MSRPS
122
Maryland State Retirement & Pension System
Maryland
$3.57M
GAM
123
Generali Asset Management
Italy
$3.53M
LPL Financial
124
LPL Financial
California
$3.5M
SF
125
Symphony Financial
Texas
$3.5M