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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
LNWTC
151
Laird Norton Wetherby Trust Company
Washington
$1.88M
M&T Bank
152
M&T Bank
New York
$1.86M
GIBU
153
Gulf International Bank (UK)
United Kingdom
$1.77M
EAM
154
Erste Asset Management
Austria
$1.74M
QCG
155
Quadrant Capital Group
Ohio
$1.74M
S
156
SignatureFD
Georgia
$1.74M
Ensign Peak Advisors
157
Ensign Peak Advisors
Utah
$1.67M
CAM
158
Cidel Asset Management
Ontario, Canada
$1.66M
Cerity Partners
159
Cerity Partners
New York
$1.64M
Cambridge Investment Research Advisors
160
Cambridge Investment Research Advisors
Iowa
$1.59M
Northwestern Mutual Wealth Management
161
Northwestern Mutual Wealth Management
Wisconsin
$1.57M
PFA
162
Pathway Financial Advisers
Indiana
$1.53M
Osaic Holdings
163
Osaic Holdings
Arizona
$1.53M
Assenagon Asset Management
164
Assenagon Asset Management
Luxembourg
$1.52M
HighTower Advisors
165
HighTower Advisors
Illinois
$1.49M
Corient Private Wealth
166
Corient Private Wealth
Florida
$1.47M
ARG
167
Advisory Resource Group
Oklahoma
$1.44M
AV
168
ASR Vermogensbeheer
Netherlands
$1.42M
Principal Financial Group
169
Principal Financial Group
Iowa
$1.38M
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$1.35M
Acadian Asset Management
171
Acadian Asset Management
Massachusetts
$1.34M
OPA
172
Old Port Advisors
Maine
$1.3M
HNB
173
Hilltop National Bank
Wyoming
$1.26M
BCI
174
Brinker Capital Investments
Pennsylvania
$1.26M
KAS
175
Kestra Advisory Services
Texas
$1.25M