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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
Janus Henderson Group
126
Janus Henderson Group
United Kingdom
$3.93M -$175K -2,900 -4%
GAM
127
Generali Asset Management
Italy
$3.8M +$126K +2,087 +5%
MSRPS
128
Maryland State Retirement & Pension System
Maryland
$3.71M
AF
129
Avanza Fonder
Sweden
$3.67M +$619K +10,253 +31%
SF
130
Symphony Financial
Texas
$3.64M -$45.6K -754 -1%
AllianceBernstein
131
AllianceBernstein
Tennessee
$3.43M -$2.05M -33,942 -38%
Stifel Financial
132
Stifel Financial
Missouri
$3.34M -$898K -14,867 -22%
Commonwealth Equity Services
133
Commonwealth Equity Services
Massachusetts
$3.3M -$23.8K -394 -0.7%
OIMU
134
Osmosis Investment Management UK
United Kingdom
$3.12M +$3.02M +49,969 New
Bessemer Group
135
Bessemer Group
New Jersey
$3.08M -$333K -5,517 -10%
Natixis Advisors
136
Natixis Advisors
Massachusetts
$2.84M -$345K -5,713 -11%
Qube Research & Technologies (QRT)
137
Qube Research & Technologies (QRT)
United Kingdom
$2.79M -$1.51M -24,971 -36%
GIM
138
Gold Investment Management
Alberta, Canada
$2.78M +$105K +1,731 +4%
Mariner
139
Mariner
Kansas
$2.78M +$77.2K +1,278 +3%
IIM
140
INTECH Investment Management
Florida
$2.76M +$1.43M +23,672 +115%
Ohio Public Employees Retirement System (OPERS)
141
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.71M -$37K -612 -1%
KIA
142
Kraematon Investment Advisors
Massachusetts
$2.67M -$3.2K -53 -0.1%
Wells Fargo
143
Wells Fargo
California
$2.65M +$841K +13,925 +49%
Corient Private Wealth
144
Corient Private Wealth
Florida
$2.59M +$1.41M +23,388 +130%
N
145
Numerai
California
$2.56M +$2.48M +41,091 New
MR
146
Munich Reinsurance
$2.21M
VSQM
147
V-Square Quantitative Management
Illinois
$2.18M +$46K +762 +3%
CPCM
148
Cardinal Point Capital Management
Ontario, Canada
$2.08M +$76.8K +1,272 +4%
XT
149
XTX Topco
Cayman Islands
$2.01M -$371K -6,144 -16%
VPIM
150
Vanguard Personalized Indexing Management
California
$1.98M +$236K +3,901 +14%