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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
US Bancorp
201
US Bancorp
Minnesota
$807K
IAA
202
Independent Advisor Alliance
North Carolina
$778K
CCIA
203
Campbell & Co Investment Adviser
Maryland
$773K
Wealth Enhancement Advisory Services
204
Wealth Enhancement Advisory Services
Minnesota
$772K
Acadian Asset Management
205
Acadian Asset Management
Massachusetts
$770K
RG
206
Rathbones Group
United Kingdom
$764K
DZ Bank
207
DZ Bank
Germany
$747K
FTA
208
Financial & Tax Architects
Missouri
$736K
Truist Financial
209
Truist Financial
North Carolina
$736K
SC
210
Syon Capital
California
$724K
Jones Financial Companies
211
Jones Financial Companies
Missouri
$661K
Janney Montgomery Scott
212
Janney Montgomery Scott
Pennsylvania
$661K
Pathstone Holdings
213
Pathstone Holdings
New Jersey
$660K
NAM
214
NorthCrest Asset Manangement
Minnesota
$657K
Prudential Financial
215
Prudential Financial
New Jersey
$649K
Brown Advisory
216
Brown Advisory
Maryland
$622K
CI
217
Cigna Investments
Connecticut
$602K
Fifth Third Bancorp
218
Fifth Third Bancorp
Ohio
$599K
Fidelity International
219
Fidelity International
Bermuda
$593K
Mercer Global Advisors
220
Mercer Global Advisors
Colorado
$581K
WC
221
Woodstock Corp
Massachusetts
$579K
CS
222
Candriam SCA
Luxembourg
$577K
GCM
223
Graham Capital Management
Connecticut
$574K
CLOS
224
Compagnie Lombard Odier SCmA
Switzerland
$551K
IRPL
225
Investment Research Partners LLC
Pennsylvania
$540K