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Sun Life Financial

443 hedge funds and large institutions have $17.6B invested in Sun Life Financial in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 148 increasing their positions, 134 reducing their positions, and 30 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 funds holding

Funds holding:

2.09% more ownership

Funds ownership: 44.85%46.94% (+2.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

64% less call options, than puts

Call options by funds: $119M | Put options by funds: $326M

Holders
443
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
$119M
Puts
$326M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
176
Northwestern Mutual Wealth Management
Wisconsin
$1.52M
OCAM
177
Onex Canada Asset Management
Ontario, Canada
$1.49M
AV
178
ASR Vermogensbeheer
Netherlands
$1.49M
Osaic Holdings
179
Osaic Holdings
Arizona
$1.47M
MAC
180
Mason & Associates (California)
California
$1.46M
Jane Street
181
Jane Street
New York
$1.46M
Wells Fargo
182
Wells Fargo
California
$1.45M
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$1.42M
ECM
184
ExodusPoint Capital Management
New York
$1.38M
LNWWM
185
Laird Norton Wetherby Wealth Management
California
$1.38M
Ameriprise
186
Ameriprise
Minnesota
$1.36M
CAPTRUST Financial Advisors
187
CAPTRUST Financial Advisors
North Carolina
$1.36M
HT
188
HAP Trading
New York
$1.36M
KAS
189
Kestra Advisory Services
Texas
$1.35M
HNB
190
Hilltop National Bank
Wyoming
$1.34M
SEI Investments
191
SEI Investments
Pennsylvania
$1.33M
ARG
192
Advisory Resource Group
Oklahoma
$1.29M
SFA
193
Sequoia Financial Advisors
Ohio
$1.28M
Truist Financial
194
Truist Financial
North Carolina
$1.28M
HighTower Advisors
195
HighTower Advisors
Illinois
$1.24M
HSA
196
HBK Sorce Advisory
Pennsylvania
$1.21M
BCI
197
Brinker Capital Investments
Pennsylvania
$1.16M
TSWM
198
Tyler-Stone Wealth Management
Ohio
$1.16M
AQR Capital Management
199
AQR Capital Management
Connecticut
$1.16M
Corient Private Wealth
200
Corient Private Wealth
Florida
$1.05M