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Sun Life Financial

439 hedge funds and large institutions have $15.8B invested in Sun Life Financial in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 147 increasing their positions, 142 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 38

2% more funds holding

Funds holding: 432439 (+7)

4% more capital invested

Capital invested by funds: $15.1B → $15.8B (+$630M)

4% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 142

0.35% more ownership

Funds ownership: 44.83%45.18% (+0.35%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

67% less call options, than puts

Call options by funds: $215M | Put options by funds: $647M

Holders
439
Holders Change
+7
Holders Change %
+1.62%
% of All Funds
5.34%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
54
Increased
147
Reduced
142
Closed
38
Calls
$215M
Puts
$647M
Net Calls
-$431M
Net Calls Change
-$159M
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
176
Brinker Capital Investments
Pennsylvania
$1.26M +$82.2K +1,361 +7%
KAS
177
Kestra Advisory Services
Texas
$1.25M -$1.57K -26 -0.1%
MAC
178
Mason & Associates (California)
California
$1.25M -$117K -1,932 -9%
Envestnet Asset Management
179
Envestnet Asset Management
Illinois
$1.24M -$33.9K -561 -3%
CAPTRUST Financial Advisors
180
CAPTRUST Financial Advisors
North Carolina
$1.24M -$41.1K -681 -3%
IC
181
IEQ Capital
California
$1.23M +$312K +5,156 +35%
BFG
182
Bleakley Financial Group
New Jersey
$1.2M +$121K +2,008 +12%
HSA
183
HBK Sorce Advisory
Pennsylvania
$1.19M -$604 -10 -0.1%
Ameriprise
184
Ameriprise
Minnesota
$1.19M -$71.9K -1,190 -7%
WWA
185
WCG Wealth Advisors
Nevada
$1.17M +$1.13M +18,781 New
CCIA
186
Campbell & Co Investment Adviser
Maryland
$1.17M +$356K +5,891 +46%
SFA
187
Sequoia Financial Advisors
Ohio
$1.15M +$20.8K +345 +2%
VT
188
Vise Technologies
New York
$1.06M +$147K +2,427 +17%
WC
189
Westerkirk Capital
$1.04M -$882K -14,600 -47%
VCA
190
Verdence Capital Advisors
Maryland
$1.02M +$1.09K +18 +0.1%
HAG
191
HighPoint Advisor Group
Illinois
$994K +$723K +11,961 +301%
UM
192
UniSuper Management
Australia
$960K +$84.6K +1,400 +14%
EPW
193
Evolve Private Wealth
California
$947K +$917K +15,182 New
Credit Agricole
194
Credit Agricole
France
$870K -$24K -398 -3%
US Bancorp
195
US Bancorp
Minnesota
$851K +$11.9K +197 +1%
DZ Bank
196
DZ Bank
Germany
$849K +$70.9K +1,173 +9%
Janney Montgomery Scott
197
Janney Montgomery Scott
Pennsylvania
$845K +$153K +2,526 +23%
Truist Financial
198
Truist Financial
North Carolina
$833K +$66K +1,092 +9%
IAA
199
Independent Advisor Alliance
North Carolina
$829K +$19.5K +322 +2%
Wealth Enhancement Advisory Services
200
Wealth Enhancement Advisory Services
Minnesota
$824K +$13.4K +222 +2%