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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
SC
201
Syon Capital
California
$824K +$69.4K +1,149 +10%
Jones Financial Companies
202
Jones Financial Companies
Missouri
$823K +$119K +1,973 +18%
RG
203
Rathbones Group
United Kingdom
$795K
FTA
204
Financial & Tax Architects
Missouri
$766K +$1.57K +26 +0.2%
CLOS
205
Compagnie Lombard Odier SCmA
Switzerland
$734K +$156K +2,576 +28%
State Street
206
State Street
Massachusetts
$727K -$1.66M -27,443 -70%
Capital World Investors
207
Capital World Investors
California
$724K -$1.39M -22,933 -66%
VA
208
Vident Advisory
Georgia
$715K -$288K -4,774 -29%
Pathstone Holdings
209
Pathstone Holdings
New Jersey
$715K +$28K +463 +4%
EWM
210
Empirical Wealth Management
Washington
$711K +$338K +5,590 +96%
Walleye Capital
211
Walleye Capital
New York
$702K +$680K +11,252 New
QT
212
Quantbot Technologies
New York
$699K +$426K +7,056 +170%
BNP Paribas Financial Markets
213
BNP Paribas Financial Markets
France
$689K -$152K -2,517 -19%
NAM
214
NorthCrest Asset Manangement
Minnesota
$686K
Brown Advisory
215
Brown Advisory
Maryland
$659K +$12.7K +211 +2%
S
216
SimplyRich
California
$655K +$149K +2,473 +31%
William Blair & Company
217
William Blair & Company
Illinois
$640K -$240K -3,977 -28%
OCM
218
One Capital Management
California
$635K +$614K +10,167 New
Mercer Global Advisors
219
Mercer Global Advisors
Colorado
$634K +$29.4K +486 +5%
CI
220
Cigna Investments
Connecticut
$626K -$665 -11 -0.1%
AIM
221
Aigen Investment Management
New York
$605K +$426K +7,059 New
PP
222
PDT Partners
New York
$602K -$2.08M -34,368 -78%
WC
223
Woodstock Corp
Massachusetts
$602K
CS
224
Candriam SCA
Luxembourg
$601K +$302 +5 +0.1%
Fifth Third Bancorp
225
Fifth Third Bancorp
Ohio
$571K -$50.8K -840 -8%