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Sun Life Financial

429 hedge funds and large institutions have $15.1B invested in Sun Life Financial in 2025 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 148 increasing their positions, 141 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:

12% less first-time investments, than exits

New positions opened: 43 | 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
429
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
SLAML
105
Swiss Life Asset Management Ltd
$5.25M
BC
106
Burney Company
Virginia
$5.2M
PFSRSONJ
107
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.98M
QC
108
Quadrature Capital
United Kingdom
$4.92M
Creative Planning
109
Creative Planning
Kansas
$4.82M
Cetera Investment Advisers
110
Cetera Investment Advisers
Illinois
$4.82M
M
111
MOTCO
Texas
$4.48M
UIM
112
USS Investment Management
United Kingdom
$4.44M
Raymond James Financial
113
Raymond James Financial
Florida
$4.34M
MPM
114
Meritage Portfolio Management
Kansas
$4.34M
Qube Research & Technologies (QRT)
115
Qube Research & Technologies (QRT)
United Kingdom
$4.18M
Stifel Financial
116
Stifel Financial
Missouri
$4.1M
Janus Henderson Group
117
Janus Henderson Group
United Kingdom
$3.95M
HPG
118
Harvest Portfolios Group
Ontario, Canada
$3.84M
URS
119
Utah Retirement Systems
Utah
$3.8M
JFL
120
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.69M
MSRPS
121
Maryland State Retirement & Pension System
Maryland
$3.57M
GAM
122
Generali Asset Management
Italy
$3.53M
LPL Financial
123
LPL Financial
California
$3.5M
SF
124
Symphony Financial
Texas
$3.5M
Bessemer Group
125
Bessemer Group
New Jersey
$3.29M