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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
WC
151
Westerkirk Capital
$2.33M
QCG
152
Quadrant Capital Group
Ohio
$2.32M
CP
153
Cumberland Partners
Ontario, Canada
$2.3M
CPCM
154
Cardinal Point Capital Management
Ontario, Canada
$2.29M
PIC
155
PCJ Investment Counsel
Ontario, Canada
$2.28M
IMCOOI
156
Investment Management Corp of Ontario (IMCO)
Canada
$2.28M
VSQM
157
V-Square Quantitative Management
Illinois
$2.25M
D.E. Shaw & Co
158
D.E. Shaw & Co
New York
$2.18M
VPIM
159
Vanguard Personalized Indexing Management
California
$2.02M
M&T Bank
160
M&T Bank
New York
$1.98M
GIBU
161
Gulf International Bank (UK)
United Kingdom
$1.94M
MGP
162
M&G plc
United Kingdom
$1.92M
S
163
SignatureFD
Georgia
$1.84M
CAM
164
Cidel Asset Management
Ontario, Canada
$1.8M
Barclays
165
Barclays
United Kingdom
$1.77M
PFA
166
Pathway Financial Advisers
Indiana
$1.77M
Assenagon Asset Management
167
Assenagon Asset Management
Luxembourg
$1.76M
Acadian Asset Management
168
Acadian Asset Management
Massachusetts
$1.74M
Principal Financial Group
169
Principal Financial Group
Iowa
$1.7M
AIM
170
Aigen Investment Management
New York
$1.68M
Cerity Partners
171
Cerity Partners
New York
$1.68M
Capital World Investors
172
Capital World Investors
California
$1.65M
PP
173
Prudential plc
United Kingdom
$1.64M
Envestnet Asset Management
174
Envestnet Asset Management
Illinois
$1.63M
IIM
175
INTECH Investment Management
Florida
$1.58M