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Sun Life Financial

436 hedge funds and large institutions have $15.7B invested in Sun Life Financial in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 147 increasing their positions, 142 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.32% more ownership

Funds ownership: 44.83%45.16% (+0.32%)

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
436
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
$215M
Puts
$647M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LF
101
Lansforsakringar Fondforvaltning
Sweden
$8.41M
JFG
102
Jefferies Financial Group
New York
$8.05M
LSWM
103
Lorne Steinberg Wealth Management
Canada
$7.95M
AF
104
Aviso Financial
Ontario, Canada
$7.58M
Citadel Advisors
105
Citadel Advisors
Florida
$7.34M
QC
106
Quadrature Capital
United Kingdom
$7.2M
OBAM
107
ODDO BHF Asset Management
France
$7.17M
A
108
AustralianSuper
Australia
$6.65M
OSAM
109
O'Shaughnessy Asset Management
Connecticut
$6.22M
Arrowstreet Capital
110
Arrowstreet Capital
Massachusetts
$6.07M
Skandinaviska Enskilda Banken (SEB)
111
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.38M
BC
112
Burney Company
Virginia
$5.32M
Creative Planning
113
Creative Planning
Kansas
$5.22M
Raymond James Financial
114
Raymond James Financial
Florida
$5.09M
Cetera Investment Advisers
115
Cetera Investment Advisers
Illinois
$5.06M
PFSRSONJ
116
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.74M
UIM
117
USS Investment Management
United Kingdom
$4.62M
M
118
MOTCO
Texas
$4.54M
MPM
119
Meritage Portfolio Management
Kansas
$4.46M
LPL Financial
120
LPL Financial
California
$4.44M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
121
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.37M
HPG
122
Harvest Portfolios Group
Ontario, Canada
$4.32M
IMCOOI
123
Investment Management Corp of Ontario (IMCO)
Canada
$4.26M
URS
124
Utah Retirement Systems
Utah
$3.95M
Janus Henderson Group
125
Janus Henderson Group
United Kingdom
$3.93M