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Sun Life Financial

431 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, 149 increasing their positions, 142 reducing their positions, and 50 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:

15% less capital invested

Capital invested by funds: $17.7B → $15.1B (-$2.57B)

16% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 50

60% less call options, than puts

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

Holders
431
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
WC
151
Westerkirk Capital
$1.88M
M&T Bank
152
M&T Bank
New York
$1.79M
TRCT
153
Tower Research Capital (TRC)
New York
$1.72M
Wells Fargo
154
Wells Fargo
California
$1.71M
CAM
155
Cidel Asset Management
Ontario, Canada
$1.7M
EAM
156
Erste Asset Management
Austria
$1.69M
VPIM
157
Vanguard Personalized Indexing Management
California
$1.68M
S
158
SignatureFD
Georgia
$1.67M
Assenagon Asset Management
159
Assenagon Asset Management
Luxembourg
$1.66M
Barclays
160
Barclays
United Kingdom
$1.61M
Ensign Peak Advisors
161
Ensign Peak Advisors
Utah
$1.6M
PIC
162
PCJ Investment Counsel
Ontario, Canada
$1.54M
Cerity Partners
163
Cerity Partners
New York
$1.51M
PFA
164
Pathway Financial Advisers
Indiana
$1.49M
Balyasny Asset Management
165
Balyasny Asset Management
Illinois
$1.45M
HighTower Advisors
166
HighTower Advisors
Illinois
$1.44M
Principal Financial Group
167
Principal Financial Group
Iowa
$1.43M
SAM
168
Shell Asset Management
Netherlands
$1.41M
Osaic Holdings
169
Osaic Holdings
Arizona
$1.38M
AV
170
ASR Vermogensbeheer
Netherlands
$1.37M
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$1.33M
ARG
172
Advisory Resource Group
Oklahoma
$1.33M
MAC
173
Mason & Associates (California)
California
$1.32M
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
$1.31M
Ameriprise
175
Ameriprise
Minnesota
$1.25M