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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
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.83B -$307M -5,082,424 -10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.62B +$32.3M +534,772 +2%
TD Asset Management
3
TD Asset Management
Ontario, Canada
$959M -$22.8M -376,575 -2%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$645M +$31.2M +517,007 +5%
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$637M +$1.83M +30,259 +0.3%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$479M -$19.2M -317,381 -4%
CIBC World Market
7
CIBC World Market
Ontario, Canada
$418M +$102M +1,681,351 +34%
Norges Bank
8
Norges Bank
Norway
$398M +$385M +6,376,216 New
National Bank of Canada
9
National Bank of Canada
Quebec, Canada
$394M -$53.1M -879,332 -12%
Toronto Dominion Bank
10
Toronto Dominion Bank
Ontario, Canada
$390M +$27.7M +459,294 +8%
Mackenzie Financial
11
Mackenzie Financial
Ontario, Canada
$388M -$173M -2,866,634 -32%
Bank of Nova Scotia
12
Bank of Nova Scotia
Ontario, Canada
$374M +$77.2M +1,277,583 +27%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$353M +$21M +347,041 +7%
FDCDDQ
14
Federation des caisses Desjardins du Quebec
Quebec, Canada
$348M -$4.53M -74,950 -1%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$335M +$333K +5,506 +0.1%
Canada Pension Plan Investment Board
16
Canada Pension Plan Investment Board
Ontario, Canada
$311M +$72.7M +1,202,852 +32%
Morgan Stanley
17
Morgan Stanley
New York
$247M +$111M +1,834,772 +87%
Legal & General Group
18
Legal & General Group
United Kingdom
$244M +$2.22M +36,698 +1%
SC
19
Scotia Capital
Ontario, Canada
$204M -$1.77M -29,286 -0.9%
LBA
20
Letko, Brosseau & Associates
Quebec, Canada
$201M +$799K +13,219 +0.4%
BGC
21
Beutel, Goodman & Co
Ontario, Canada
$198M -$66M -1,091,806 -26%
Connor, Clark & Lunn Investment Management (CC&L)
22
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$172M -$55.6M -919,879 -25%
JP Morgan Chase
23
JP Morgan Chase
New York
$162M -$8.75M -144,794 -5%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$140M +$74.9M +1,240,241 +123%
TWC
25
TD Waterhouse Canada
Ontario, Canada
$136M +$13M +215,811 +11%