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Sun Life Financial

436 hedge funds and large institutions have $15.7B invested in Sun Life Financial in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 147 increasing their positions, 142 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.32% more ownership

Funds ownership: 44.83%45.16% (+0.32%)

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
436
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
MB
151
MidFirst Bank
Oklahoma
$1.9M
LOAMS
152
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.89M
LNWTC
153
Laird Norton Wetherby Trust Company
Washington
$1.88M
M&T Bank
154
M&T Bank
New York
$1.86M
GIBU
155
Gulf International Bank (UK)
United Kingdom
$1.77M
EAM
156
Erste Asset Management
Austria
$1.74M
QCG
157
Quadrant Capital Group
Ohio
$1.74M
S
158
SignatureFD
Georgia
$1.74M
Ensign Peak Advisors
159
Ensign Peak Advisors
Utah
$1.67M
CAM
160
Cidel Asset Management
Ontario, Canada
$1.66M
Cerity Partners
161
Cerity Partners
New York
$1.64M
Cambridge Investment Research Advisors
162
Cambridge Investment Research Advisors
Iowa
$1.59M
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$1.57M
PFA
164
Pathway Financial Advisers
Indiana
$1.53M
Osaic Holdings
165
Osaic Holdings
Arizona
$1.53M
Assenagon Asset Management
166
Assenagon Asset Management
Luxembourg
$1.52M
HighTower Advisors
167
HighTower Advisors
Illinois
$1.49M
ARG
168
Advisory Resource Group
Oklahoma
$1.44M
AV
169
ASR Vermogensbeheer
Netherlands
$1.42M
Principal Financial Group
170
Principal Financial Group
Iowa
$1.38M
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$1.35M
Acadian Asset Management
172
Acadian Asset Management
Massachusetts
$1.34M
OPA
173
Old Port Advisors
Maine
$1.3M
HNB
174
Hilltop National Bank
Wyoming
$1.26M
BCI
175
Brinker Capital Investments
Pennsylvania
$1.26M