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Sun Life Financial

429 hedge funds and large institutions have $15.1B invested in Sun Life Financial in 2025 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 148 increasing their positions, 141 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:

12% less first-time investments, than exits

New positions opened: 43 | 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
429
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
IIM
176
INTECH Investment Management
Florida
$1.23M
Jane Street
177
Jane Street
New York
$1.23M
CAPTRUST Financial Advisors
178
CAPTRUST Financial Advisors
North Carolina
$1.23M
Envestnet Asset Management
179
Envestnet Asset Management
Illinois
$1.23M
LNWWM
180
Laird Norton Wetherby Wealth Management
California
$1.22M
HNB
181
Hilltop National Bank
Wyoming
$1.21M
KAS
182
Kestra Advisory Services
Texas
$1.21M
HSA
183
HBK Sorce Advisory
Pennsylvania
$1.14M
BCI
184
Brinker Capital Investments
Pennsylvania
$1.13M
OPA
185
Old Port Advisors
Maine
$1.12M
SFA
186
Sequoia Financial Advisors
Ohio
$1.09M
Corient Private Wealth
187
Corient Private Wealth
Florida
$1.08M
BFG
188
Bleakley Financial Group
New Jersey
$1.03M
VCA
189
Verdence Capital Advisors
Maryland
$1.02M
FCM
190
FJ Capital Management
Virginia
$980K
Cambridge Investment Research Advisors
191
Cambridge Investment Research Advisors
Iowa
$979K
VA
192
Vident Advisory
Georgia
$975K
IC
193
IEQ Capital
California
$874K
VT
194
Vise Technologies
New York
$873K
Credit Agricole
195
Credit Agricole
France
$861K
William Blair & Company
196
William Blair & Company
Illinois
$855K
AQR Capital Management
197
AQR Capital Management
Connecticut
$851K
Arrowstreet Capital
198
Arrowstreet Capital
Massachusetts
$842K
UM
199
UniSuper Management
Australia
$819K
BNP Paribas Financial Markets
200
BNP Paribas Financial Markets
France
$814K