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Sun Life Financial

414 hedge funds and large institutions have $14.7B invested in Sun Life Financial in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 150 increasing their positions, 127 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
-23
Holders Change %
-5.26%
% of All Funds
5.62%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
33
Increased
150
Reduced
127
Closed
46
Calls
$206M
Puts
$290M
Net Calls
-$84.8M
Net Calls Change
+$163M
Name Holding Trade Value Shares
Change
Shares
Change %
Cerity Partners
176
Cerity Partners
New York
$1.43M +$58.5K +1,022 +4%
Capital World Investors
177
Capital World Investors
California
$1.42M +$96.4K +1,685 +7%
Wells Fargo
178
Wells Fargo
California
$1.32M -$234K -4,093 -15%
AV
179
ASR Vermogensbeheer
Netherlands
$1.28M +$1.28M +22,416 New
MAC
180
Mason & Associates (California)
California
$1.26M
Envestnet Asset Management
181
Envestnet Asset Management
Illinois
$1.25M +$2.98K +52 +0.2%
ARG
182
Advisory Resource Group
Oklahoma
$1.14M +$43.5K +760 +4%
USAA
183
United Services Automobile Association
Texas
$1.12M
SEI Investments
184
SEI Investments
Pennsylvania
$1.12M +$50.6K +884 +5%
KAS
185
Kestra Advisory Services
Texas
$1.11M -$16K -280 -1%
Truist Financial
186
Truist Financial
North Carolina
$1.08M +$632K +11,034 +141%
HighTower Advisors
187
HighTower Advisors
Illinois
$1.07M +$2.92K +51 +0.3%
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$1.05M -$2.92K -51 -0.3%
Barclays
189
Barclays
United Kingdom
$1.05M +$571K +9,978 +120%
HSA
190
HBK Sorce Advisory
Pennsylvania
$1.04M -$458 -8 -0%
Credit Agricole
191
Credit Agricole
France
$1.02M +$24.1K +421 +2%
TSWM
192
Tyler-Stone Wealth Management
Ohio
$999K
IIM
193
INTECH Investment Management
Florida
$997K -$204K -3,566 -17%
SAM
194
Shell Asset Management
Netherlands
$977K -$5.72K -100 -0.6%
UM
195
UniSuper Management
Australia
$914K
US Bancorp
196
US Bancorp
Minnesota
$910K -$13.1K -229 -1%
Corient Private Wealth
197
Corient Private Wealth
Florida
$882K -$271K -4,736 -24%
Osaic Holdings
198
Osaic Holdings
Arizona
$878K -$78.3K -1,367 -8%
Jane Street
199
Jane Street
New York
$857K -$3.97M -69,412 -82%
CS
200
Candriam SCA
Luxembourg
$830K +$165K +2,885 +25%