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Sun Life Financial

425 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, 146 increasing their positions, 140 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:

14% less first-time investments, than exits

New positions opened: 42 | 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
425
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
IAA
201
Independent Advisor Alliance
North Carolina
$778K
CCIA
202
Campbell & Co Investment Adviser
Maryland
$773K
Wealth Enhancement Advisory Services
203
Wealth Enhancement Advisory Services
Minnesota
$772K
Acadian Asset Management
204
Acadian Asset Management
Massachusetts
$770K
RG
205
Rathbones Group
United Kingdom
$764K
DZ Bank
206
DZ Bank
Germany
$747K
FTA
207
Financial & Tax Architects
Missouri
$736K
Truist Financial
208
Truist Financial
North Carolina
$736K
SC
209
Syon Capital
California
$724K
Jones Financial Companies
210
Jones Financial Companies
Missouri
$661K
Janney Montgomery Scott
211
Janney Montgomery Scott
Pennsylvania
$661K
Pathstone Holdings
212
Pathstone Holdings
New Jersey
$660K
NAM
213
NorthCrest Asset Manangement
Minnesota
$657K
Prudential Financial
214
Prudential Financial
New Jersey
$649K
Brown Advisory
215
Brown Advisory
Maryland
$622K
CI
216
Cigna Investments
Connecticut
$602K
Fifth Third Bancorp
217
Fifth Third Bancorp
Ohio
$599K
Fidelity International
218
Fidelity International
Bermuda
$593K
Mercer Global Advisors
219
Mercer Global Advisors
Colorado
$581K
WC
220
Woodstock Corp
Massachusetts
$579K
CS
221
Candriam SCA
Luxembourg
$577K
GCM
222
Graham Capital Management
Connecticut
$574K
CLOS
223
Compagnie Lombard Odier SCmA
Switzerland
$551K
CAM
224
Claret Asset Management
Quebec, Canada
$539K
Lazard Asset Management
225
Lazard Asset Management
New York
$529K