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Sun Life Financial

430 hedge funds and large institutions have $15.7B invested in Sun Life Financial in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 146 increasing their positions, 141 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 capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

0% less funds holding

Funds holding: 431430 (-1)

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
430
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
MSRPS
126
Maryland State Retirement & Pension System
Maryland
$3.71M
AF
127
Avanza Fonder
Sweden
$3.67M
SF
128
Symphony Financial
Texas
$3.64M
AllianceBernstein
129
AllianceBernstein
Tennessee
$3.43M
Stifel Financial
130
Stifel Financial
Missouri
$3.34M
Commonwealth Equity Services
131
Commonwealth Equity Services
Massachusetts
$3.3M
OIMU
132
Osmosis Investment Management UK
United Kingdom
$3.12M
Bessemer Group
133
Bessemer Group
New Jersey
$3.08M
Natixis Advisors
134
Natixis Advisors
Massachusetts
$2.84M
Qube Research & Technologies (QRT)
135
Qube Research & Technologies (QRT)
United Kingdom
$2.79M
GIM
136
Gold Investment Management
Alberta, Canada
$2.78M
Mariner
137
Mariner
Kansas
$2.78M
IIM
138
INTECH Investment Management
Florida
$2.76M
Ohio Public Employees Retirement System (OPERS)
139
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.71M
KIA
140
Kraematon Investment Advisors
Massachusetts
$2.67M
Wells Fargo
141
Wells Fargo
California
$2.65M
N
142
Numerai
California
$2.56M
MR
143
Munich Reinsurance
$2.21M
VSQM
144
V-Square Quantitative Management
Illinois
$2.18M
CPCM
145
Cardinal Point Capital Management
Ontario, Canada
$2.08M
XT
146
XTX Topco
Cayman Islands
$2.01M
VPIM
147
Vanguard Personalized Indexing Management
California
$1.98M
MGP
148
Metis Global Partners
California
$1.93M
MB
149
MidFirst Bank
Oklahoma
$1.9M
LOAMS
150
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.89M