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Manulife Financial

717 hedge funds and large institutions have $26.1B invested in Manulife Financial in 2025 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 248 increasing their positions, 231 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 47

2% more funds holding

Funds holding: 705717 (+12)

7% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 231

0% more capital invested

Capital invested by funds: $26B → $26.1B (+$103M)

0.38% more ownership

Funds ownership: 48.1%48.48% (+0.38%)

5% less funds holding in top 10

Funds holding in top 10: 1918 (-1)

74% less call options, than puts

Call options by funds: $127M | Put options by funds: $490M

Holders
717
Holders Change
+12
Holders Change %
+1.7%
% of All Funds
9.62%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.24%
New
72
Increased
248
Reduced
231
Closed
47
Calls
$127M
Puts
$490M
Net Calls
-$363M
Net Calls Change
+$169M
Name Holding Trade Value Shares
Change
Change in
Stake
BIG
351
Boothe Investment Group
Delaware
$544K
WFI
352
West Family Investments
California
$543K
CIBC Private Wealth Group
353
CIBC Private Wealth Group
Georgia
$543K +$16K +528 +3%
SAI
354
Savvy Advisors Inc
New York
$535K +$133K +4,392 +34%
ACA
355
Atlas Capital Advisors
Wyoming
$532K +$4.11K +136 +0.8%
CIC
356
Crawford Investment Counsel
Georgia
$528K
NW
357
NewEdge Wealth
Pennsylvania
$528K +$12.8K +425 +3%
CFO
358
Callan Family Office
Pennsylvania
$515K -$378K -12,514 -43%
SPIA
359
Steward Partners Investment Advisory
New York
$515K -$12.8K -424 -3%
WANY
360
Wealthspire Advisors (New York)
New York
$514K -$20.4K -675 -4%
Carson Wealth (CWM LLC)
361
Carson Wealth (CWM LLC)
Nebraska
$513K +$71.2K +2,357 +17%
CSIC
362
Clifford Swan Investment Counsel
California
$511K
MGIA
363
Moneta Group Investment Advisors
Missouri
$509K +$189K +6,269 +62%
CC
364
Callan Capital
California
$504K +$3.56K +118 +0.7%
GWM
365
Geneos Wealth Management
Colorado
$504K +$465K +15,391 +1,989%
BIM
366
Bridges Investment Management
Nebraska
$504K
Fiera Capital (Canada)
367
Fiera Capital (Canada)
Quebec, Canada
$503K -$33.3K -1,101 -6%
CB
368
Commerce Bank
Missouri
$502K
PS
369
Principal Securities
Iowa
$498K
SDWMA
370
Schneider Downs Wealth Management Advisors
Pennsylvania
$496K +$483 +16 +0.1%
NHC
371
Nicholas Hoffman & Company
Georgia
$492K -$1.15K -38 -0.2%
Fayez Sarofim & Co
372
Fayez Sarofim & Co
Texas
$486K
BHPW
373
Beverly Hills Private Wealth
California
$481K -$3.29K -109 -0.7%
Pacer Advisors
374
Pacer Advisors
Pennsylvania
$480K +$13.4K +444 +3%
CCWM
375
Cassaday & Co Wealth Management
Virginia
$473K +$604 +20 +0.1%

MFC Hedge Fund Activity: Q1 2025 in Review

717 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q1 2025, worth a combined $26.1B — up 0.4% from $26B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new MFC positions and 47 closed out — a net gain of 25 holders — while 248 added to existing stakes and 231 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $172M. The largest seller was Jarislowsky, Fraser Ltd, cutting an estimated $384M.

  • 717 institutional investors held Manulife Financial (MFC) as of Q1 2025, up from 705 in Q4 2024.
  • Funds reported $26.1B of Manulife Financial stock for Q1 2025, up 0.4% quarter-over-quarter.
  • 72 funds opened new Manulife Financial positions in Q1 2025 and 47 closed out, a net change of +25 holders.
  • The largest Manulife Financial buyer in Q1 2025 was Bank of Montreal, an estimated $172M added.
  • The largest Manulife Financial seller in Q1 2025 was Jarislowsky, Fraser Ltd, an estimated $384M sold.

Based on aggregated 13F filings for Q1 2025.