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Sun Life Financial

443 hedge funds and large institutions have $17.6B invested in Sun Life Financial in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 148 increasing their positions, 134 reducing their positions, and 30 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 funds holding

Funds holding:

2.09% more ownership

Funds ownership: 44.85%46.94% (+2.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

64% less call options, than puts

Call options by funds: $119M | Put options by funds: $326M

Holders
443
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
$119M
Puts
$326M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
126
Erste Asset Management
Austria
$4.2M
OTPPB
127
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.07M
SF
128
Symphony Financial
Texas
$4.04M
JFL
129
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.9M
Commonwealth Equity Services
130
Commonwealth Equity Services
Massachusetts
$3.77M
GAM
131
Generali Asset Management
Italy
$3.72M
LPL Financial
132
LPL Financial
California
$3.63M
TPM
133
Triasima Portfolio Management
Quebec, Canada
$3.63M
MSRPS
134
Maryland State Retirement & Pension System
Maryland
$3.59M
HPG
135
Harvest Portfolios Group
Ontario, Canada
$3.58M
Natixis Advisors
136
Natixis Advisors
Massachusetts
$3.46M
Mariner
137
Mariner
Kansas
$3.33M
NP
138
Ninepoint Partners
Ontario, Canada
$3.23M
AllianceBernstein
139
AllianceBernstein
Tennessee
$3.06M
AF
140
Avanza Fonder
Sweden
$2.96M
Ohio Public Employees Retirement System (OPERS)
141
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.95M
KIA
142
Kraematon Investment Advisors
Massachusetts
$2.84M
ClearBridge Investments
143
ClearBridge Investments
New York
$2.77M
GIM
144
Gold Investment Management
Alberta, Canada
$2.72M
State Street
145
State Street
Massachusetts
$2.63M
Ensign Peak Advisors
146
Ensign Peak Advisors
Utah
$2.56M
MGP
147
Metis Global Partners
California
$2.54M
VA
148
Vident Advisory
Georgia
$2.52M
MME
149
Meag Munich Ergo
Germany
$2.49M
SAM
150
Shell Asset Management
Netherlands
$2.44M