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Sun Life Financial

439 hedge funds and large institutions have $15.8B invested in Sun Life Financial in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 147 increasing their positions, 142 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 38

2% more funds holding

Funds holding: 432439 (+7)

4% more capital invested

Capital invested by funds: $15.1B → $15.8B (+$630M)

4% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 142

0.35% more ownership

Funds ownership: 44.83%45.18% (+0.35%)

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
439
Holders Change
+7
Holders Change %
+1.62%
% of All Funds
5.34%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
54
Increased
147
Reduced
142
Closed
38
Calls
$215M
Puts
$647M
Net Calls
-$431M
Net Calls Change
-$159M
Name Holding Trade Value Shares
Change
Change in
Stake
MGP
151
Metis Global Partners
California
$1.93M -$384K -6,351 -17%
MB
152
MidFirst Bank
Oklahoma
$1.9M +$1.84M +30,489 New
LOAMS
153
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.89M -$6.42M -106,303 -78%
LNWTC
154
Laird Norton Wetherby Trust Company
Washington
$1.88M +$1.82M +30,098 New
M&T Bank
155
M&T Bank
New York
$1.86M -$967 -16 -0.1%
GIBU
156
Gulf International Bank (UK)
United Kingdom
$1.77M
EAM
157
Erste Asset Management
Austria
$1.74M -$36.3K -600 -2%
QCG
158
Quadrant Capital Group
Ohio
$1.74M -$338K -5,591 -17%
S
159
SignatureFD
Georgia
$1.74M +$1.51K +25 +0.1%
Ensign Peak Advisors
160
Ensign Peak Advisors
Utah
$1.67M
CAM
161
Cidel Asset Management
Ontario, Canada
$1.66M -$104K -1,728 -6%
Cerity Partners
162
Cerity Partners
New York
$1.64M +$69.5K +1,150 +5%
Cambridge Investment Research Advisors
163
Cambridge Investment Research Advisors
Iowa
$1.59M +$550K +9,104 +56%
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$1.57M +$200K +3,307 +15%
PFA
165
Pathway Financial Advisers
Indiana
$1.53M -$16.3K -270 -1%
Osaic Holdings
166
Osaic Holdings
Arizona
$1.53M +$61.1K +1,011 +4%
Assenagon Asset Management
167
Assenagon Asset Management
Luxembourg
$1.52M -$194K -3,205 -12%
HighTower Advisors
168
HighTower Advisors
Illinois
$1.49M -$9.91K -164 -0.7%
ARG
169
Advisory Resource Group
Oklahoma
$1.44M +$62.9K +1,041 +5%
AV
170
ASR Vermogensbeheer
Netherlands
$1.42M
Principal Financial Group
171
Principal Financial Group
Iowa
$1.38M -$103K -1,700 -7%
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$1.35M -$31K -513 -2%
Acadian Asset Management
173
Acadian Asset Management
Massachusetts
$1.34M +$520K +8,600 +67%
OPA
174
Old Port Advisors
Maine
$1.3M +$128K +2,122 +11%
HNB
175
Hilltop National Bank
Wyoming
$1.26M