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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
P
101
PensionDanmark
Denmark
$8.7M +$8.4M +139,114 New
LF
102
Lansforsakringar Fondforvaltning
Sweden
$8.41M +$650K +10,752 +9%
JFG
103
Jefferies Financial Group
New York
$8.05M +$7.79M +129,000 New
LSWM
104
Lorne Steinberg Wealth Management
Canada
$7.95M +$564K +9,342 +8%
AF
105
Aviso Financial
Ontario, Canada
$7.58M -$361K -5,980 -5%
Citadel Advisors
106
Citadel Advisors
Florida
$7.34M +$7.1M +117,580 New
QC
107
Quadrature Capital
United Kingdom
$7.2M +$2.01M +33,300 +41%
OBAM
108
ODDO BHF Asset Management
France
$7.17M +$1.12M +18,600 +29%
A
109
AustralianSuper
Australia
$6.65M
OSAM
110
O'Shaughnessy Asset Management
Connecticut
$6.22M -$710K -11,757 -11%
Arrowstreet Capital
111
Arrowstreet Capital
Massachusetts
$6.07M +$5.03M +83,253 +594%
Skandinaviska Enskilda Banken (SEB)
112
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.38M -$153K -2,538 -3%
BC
113
Burney Company
Virginia
$5.32M -$78.4K -1,297 -1%
Creative Planning
114
Creative Planning
Kansas
$5.22M +$203K +3,353 +4%
Raymond James Financial
115
Raymond James Financial
Florida
$5.09M +$561K +9,285 +13%
Cetera Investment Advisers
116
Cetera Investment Advisers
Illinois
$5.06M +$56.5K +936 +1%
PFSRSONJ
117
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.74M -$433K -7,164 -9%
UIM
118
USS Investment Management
United Kingdom
$4.62M
M
119
MOTCO
Texas
$4.54M -$114K -1,881 -3%
MPM
120
Meritage Portfolio Management
Kansas
$4.46M -$48.6K -804 -1%
LPL Financial
121
LPL Financial
California
$4.44M +$778K +12,878 +22%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
122
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.37M -$80.7M -1,335,000 -95%
HPG
123
Harvest Portfolios Group
Ontario, Canada
$4.32M +$319K +5,281 +8%
IMCOOI
124
Investment Management Corp of Ontario (IMCO)
Canada
$4.26M +$2.87M +47,493 +228%
URS
125
Utah Retirement Systems
Utah
$3.95M