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Sun Life Financial

431 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, 149 increasing their positions, 142 reducing their positions, and 50 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:

15% less capital invested

Capital invested by funds: $17.7B → $15.1B (-$2.57B)

16% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 50

60% less call options, than puts

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

Holders
431
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
IMCOOI
176
Investment Management Corp of Ontario (IMCO)
Canada
$1.25M
IIM
177
INTECH Investment Management
Florida
$1.23M
Jane Street
178
Jane Street
New York
$1.23M
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$1.23M
Envestnet Asset Management
180
Envestnet Asset Management
Illinois
$1.23M
LNWWM
181
Laird Norton Wetherby Wealth Management
California
$1.22M
HNB
182
Hilltop National Bank
Wyoming
$1.21M
KAS
183
Kestra Advisory Services
Texas
$1.21M
HSA
184
HBK Sorce Advisory
Pennsylvania
$1.14M
BCI
185
Brinker Capital Investments
Pennsylvania
$1.13M
OPA
186
Old Port Advisors
Maine
$1.12M
SFA
187
Sequoia Financial Advisors
Ohio
$1.09M
Corient Private Wealth
188
Corient Private Wealth
Florida
$1.08M
BFG
189
Bleakley Financial Group
New Jersey
$1.03M
VCA
190
Verdence Capital Advisors
Maryland
$1.02M
FCM
191
FJ Capital Management
Virginia
$980K
Cambridge Investment Research Advisors
192
Cambridge Investment Research Advisors
Iowa
$979K
VA
193
Vident Advisory
Georgia
$975K
IC
194
IEQ Capital
California
$874K
VT
195
Vise Technologies
New York
$873K
Credit Agricole
196
Credit Agricole
France
$861K
William Blair & Company
197
William Blair & Company
Illinois
$855K
AQR Capital Management
198
AQR Capital Management
Connecticut
$851K
Arrowstreet Capital
199
Arrowstreet Capital
Massachusetts
$842K
UM
200
UniSuper Management
Australia
$819K