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Sun Life Financial

425 hedge funds and large institutions have $15.1B invested in Sun Life Financial in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 146 increasing their positions, 140 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

14% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 49

14% less capital invested

Capital invested by funds: $17.6B → $15.1B (-$2.55B)

60% less call options, than puts

Call options by funds: $184M | Put options by funds: $456M

Holders
425
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$184M
Puts
$456M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
151
Tower Research Capital (TRC)
New York
$1.72M
Wells Fargo
152
Wells Fargo
California
$1.71M
CAM
153
Cidel Asset Management
Ontario, Canada
$1.7M
EAM
154
Erste Asset Management
Austria
$1.69M
VPIM
155
Vanguard Personalized Indexing Management
California
$1.68M
S
156
SignatureFD
Georgia
$1.67M
Assenagon Asset Management
157
Assenagon Asset Management
Luxembourg
$1.66M
Barclays
158
Barclays
United Kingdom
$1.61M
Ensign Peak Advisors
159
Ensign Peak Advisors
Utah
$1.6M
PIC
160
PCJ Investment Counsel
Ontario, Canada
$1.54M
Cerity Partners
161
Cerity Partners
New York
$1.51M
PFA
162
Pathway Financial Advisers
Indiana
$1.49M
Balyasny Asset Management
163
Balyasny Asset Management
Illinois
$1.45M
HighTower Advisors
164
HighTower Advisors
Illinois
$1.44M
Principal Financial Group
165
Principal Financial Group
Iowa
$1.43M
SAM
166
Shell Asset Management
Netherlands
$1.41M
Osaic Holdings
167
Osaic Holdings
Arizona
$1.38M
AV
168
ASR Vermogensbeheer
Netherlands
$1.37M
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$1.33M
ARG
170
Advisory Resource Group
Oklahoma
$1.33M
MAC
171
Mason & Associates (California)
California
$1.32M
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
$1.31M
Ameriprise
173
Ameriprise
Minnesota
$1.25M
IMCOOI
174
Investment Management Corp of Ontario (IMCO)
Canada
$1.25M
IIM
175
INTECH Investment Management
Florida
$1.23M