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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
GAM
126
Generali Asset Management
Italy
$3.8M
MSRPS
127
Maryland State Retirement & Pension System
Maryland
$3.71M
AF
128
Avanza Fonder
Sweden
$3.67M
SF
129
Symphony Financial
Texas
$3.64M
AllianceBernstein
130
AllianceBernstein
Tennessee
$3.43M
Stifel Financial
131
Stifel Financial
Missouri
$3.34M
Commonwealth Equity Services
132
Commonwealth Equity Services
Massachusetts
$3.3M
OIMU
133
Osmosis Investment Management UK
United Kingdom
$3.12M
Bessemer Group
134
Bessemer Group
New Jersey
$3.08M
Natixis Advisors
135
Natixis Advisors
Massachusetts
$2.84M
Qube Research & Technologies (QRT)
136
Qube Research & Technologies (QRT)
United Kingdom
$2.79M
GIM
137
Gold Investment Management
Alberta, Canada
$2.78M
Mariner
138
Mariner
Kansas
$2.78M
IIM
139
INTECH Investment Management
Florida
$2.76M
Ohio Public Employees Retirement System (OPERS)
140
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.71M
KIA
141
Kraematon Investment Advisors
Massachusetts
$2.67M
Wells Fargo
142
Wells Fargo
California
$2.65M
Corient Private Wealth
143
Corient Private Wealth
Florida
$2.59M
N
144
Numerai
California
$2.56M
MR
145
Munich Reinsurance
$2.21M
VSQM
146
V-Square Quantitative Management
Illinois
$2.18M
CPCM
147
Cardinal Point Capital Management
Ontario, Canada
$2.08M
XT
148
XTX Topco
Cayman Islands
$2.01M
VPIM
149
Vanguard Personalized Indexing Management
California
$1.98M
MGP
150
Metis Global Partners
California
$1.93M