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Sun Life Financial

425 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, 146 increasing their positions, 140 reducing their positions, and 49 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:

14% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 49

14% less capital invested

Capital invested by funds: $17.6B → $15.1B (-$2.55B)

60% less call options, than puts

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

Holders
425
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
Jane Street
176
Jane Street
New York
$1.23M
CAPTRUST Financial Advisors
177
CAPTRUST Financial Advisors
North Carolina
$1.23M
Envestnet Asset Management
178
Envestnet Asset Management
Illinois
$1.23M
LNWWM
179
Laird Norton Wetherby Wealth Management
California
$1.22M
HNB
180
Hilltop National Bank
Wyoming
$1.21M
KAS
181
Kestra Advisory Services
Texas
$1.21M
HSA
182
HBK Sorce Advisory
Pennsylvania
$1.14M
BCI
183
Brinker Capital Investments
Pennsylvania
$1.13M
OPA
184
Old Port Advisors
Maine
$1.12M
SFA
185
Sequoia Financial Advisors
Ohio
$1.09M
Corient Private Wealth
186
Corient Private Wealth
Florida
$1.08M
BFG
187
Bleakley Financial Group
New Jersey
$1.03M
VCA
188
Verdence Capital Advisors
Maryland
$1.02M
FCM
189
FJ Capital Management
Virginia
$980K
Cambridge Investment Research Advisors
190
Cambridge Investment Research Advisors
Iowa
$979K
VA
191
Vident Advisory
Georgia
$975K
IC
192
IEQ Capital
California
$874K
VT
193
Vise Technologies
New York
$873K
Credit Agricole
194
Credit Agricole
France
$861K
William Blair & Company
195
William Blair & Company
Illinois
$855K
AQR Capital Management
196
AQR Capital Management
Connecticut
$851K
Arrowstreet Capital
197
Arrowstreet Capital
Massachusetts
$842K
UM
198
UniSuper Management
Australia
$819K
BNP Paribas Financial Markets
199
BNP Paribas Financial Markets
France
$814K
US Bancorp
200
US Bancorp
Minnesota
$807K