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Sun Life Financial

436 hedge funds and large institutions have $15.7B invested in Sun Life Financial in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 147 increasing their positions, 142 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.32% more ownership

Funds ownership: 44.83%45.16% (+0.32%)

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
436
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
$215M
Puts
$647M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
176
Kestra Advisory Services
Texas
$1.25M
MAC
177
Mason & Associates (California)
California
$1.25M
Envestnet Asset Management
178
Envestnet Asset Management
Illinois
$1.24M
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$1.24M
IC
180
IEQ Capital
California
$1.23M
BFG
181
Bleakley Financial Group
New Jersey
$1.2M
HSA
182
HBK Sorce Advisory
Pennsylvania
$1.19M
Ameriprise
183
Ameriprise
Minnesota
$1.19M
WWA
184
WCG Wealth Advisors
Nevada
$1.17M
CCIA
185
Campbell & Co Investment Adviser
Maryland
$1.17M
SFA
186
Sequoia Financial Advisors
Ohio
$1.15M
VT
187
Vise Technologies
New York
$1.06M
WC
188
Westerkirk Capital
$1.04M
VCA
189
Verdence Capital Advisors
Maryland
$1.02M
HAG
190
HighPoint Advisor Group
Illinois
$994K
UM
191
UniSuper Management
Australia
$960K
EPW
192
Evolve Private Wealth
California
$947K
Credit Agricole
193
Credit Agricole
France
$870K
US Bancorp
194
US Bancorp
Minnesota
$851K
DZ Bank
195
DZ Bank
Germany
$849K
Janney Montgomery Scott
196
Janney Montgomery Scott
Pennsylvania
$845K
Truist Financial
197
Truist Financial
North Carolina
$833K
IAA
198
Independent Advisor Alliance
North Carolina
$829K
Wealth Enhancement Advisory Services
199
Wealth Enhancement Advisory Services
Minnesota
$824K
SC
200
Syon Capital
California
$824K