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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
MAC
176
Mason & Associates (California)
California
$1.25M
Envestnet Asset Management
177
Envestnet Asset Management
Illinois
$1.24M
CAPTRUST Financial Advisors
178
CAPTRUST Financial Advisors
North Carolina
$1.24M
IC
179
IEQ Capital
California
$1.23M
BFG
180
Bleakley Financial Group
New Jersey
$1.2M
HSA
181
HBK Sorce Advisory
Pennsylvania
$1.19M
Ameriprise
182
Ameriprise
Minnesota
$1.19M
WWA
183
WCG Wealth Advisors
Nevada
$1.17M
CCIA
184
Campbell & Co Investment Adviser
Maryland
$1.17M
SFA
185
Sequoia Financial Advisors
Ohio
$1.15M
VT
186
Vise Technologies
New York
$1.06M
WC
187
Westerkirk Capital
$1.04M
VCA
188
Verdence Capital Advisors
Maryland
$1.02M
HAG
189
HighPoint Advisor Group
Illinois
$994K
UM
190
UniSuper Management
Australia
$960K
EPW
191
Evolve Private Wealth
California
$947K
Credit Agricole
192
Credit Agricole
France
$870K
US Bancorp
193
US Bancorp
Minnesota
$851K
DZ Bank
194
DZ Bank
Germany
$849K
Janney Montgomery Scott
195
Janney Montgomery Scott
Pennsylvania
$845K
Truist Financial
196
Truist Financial
North Carolina
$833K
IAA
197
Independent Advisor Alliance
North Carolina
$829K
Wealth Enhancement Advisory Services
198
Wealth Enhancement Advisory Services
Minnesota
$824K
SC
199
Syon Capital
California
$824K
Jones Financial Companies
200
Jones Financial Companies
Missouri
$823K