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Sun Life Financial

443 hedge funds and large institutions have $17.6B invested in Sun Life Financial in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 148 increasing their positions, 134 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

2.09% more ownership

Funds ownership: 44.85%46.94% (+2.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

64% less call options, than puts

Call options by funds: $119M | Put options by funds: $326M

Holders
443
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
$119M
Puts
$326M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Walleye Capital
201
Walleye Capital
New York
$1.05M
Victory Capital Management
202
Victory Capital Management
Texas
$1.02M
BFG
203
Bleakley Financial Group
New Jersey
$1.01M
US Bancorp
204
US Bancorp
Minnesota
$986K
William Blair & Company
205
William Blair & Company
Illinois
$951K
VT
206
Vise Technologies
New York
$926K
UM
207
UniSuper Management
Australia
$888K
IAA
208
Independent Advisor Alliance
North Carolina
$861K
AAS
209
Avantax Advisory Services
Texas
$851K
OPA
210
Old Port Advisors
Maine
$822K
RG
211
Rathbones Group
United Kingdom
$819K
Cambridge Investment Research Advisors
212
Cambridge Investment Research Advisors
Iowa
$789K
VCA
213
Verdence Capital Advisors
Maryland
$786K
Pathstone Holdings
214
Pathstone Holdings
New Jersey
$745K
PAG
215
Private Advisor Group
New Jersey
$722K
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$718K
NAM
217
NorthCrest Asset Manangement
Minnesota
$706K
Janney Montgomery Scott
218
Janney Montgomery Scott
Pennsylvania
$706K
SC
219
Savant Capital
Illinois
$699K
UPS
220
UHLMANN PRICE SECURITIES
Illinois
$695K
Brown Advisory
221
Brown Advisory
Maryland
$688K
CI
222
Cigna Investments
Connecticut
$686K
Wealth Enhancement Advisory Services
223
Wealth Enhancement Advisory Services
Minnesota
$683K
CS
224
Candriam SCA
Luxembourg
$660K
WC
225
Woodstock Corp
Massachusetts
$641K