We are live on ! Find out more
MFC icon

Manulife Financial
MFC

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: 705 → 717 (+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: 19 → 18 (-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

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$172M
2
Goldman Sachs
Goldman Sachs
New York
+$146M
3
Morgan Stanley
Morgan Stanley
New York
+$138M
4
TD Asset Management
TD Asset Management
Ontario, Canada
+$69.2M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$67.3M

Top Sellers

1
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
-$384M
2
Charles Schwab
Charles Schwab
California
-$158M
3
Fidelity International
Fidelity International
Bermuda
-$90.2M
4
Capital World Investors
Capital World Investors
California
-$82.4M
5
MGP
M&G plc
United Kingdom
-$67.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
501
Rehmann Capital Advisory Group
Michigan
$221K -$14.3K -474 -6%
WG
502
Winton Group
United Kingdom
$220K – – –
RP
503
Riverbridge Partners
Minnesota
$220K +$213K +7,057 New
MSF
504
Mustard Seed Financial
Arkansas
$216K – – –
SCP
505
Sivia Capital Partners
California
$216K +$209K +6,934 New
FWM
506
FMA Wealth Management
Massachusetts
$215K – – –
CMBA
507
C.M. Bidwell & Associates
Hawaii
$214K – – –
MAG
508
MRA Advisory Group
New Jersey
$213K +$207K +6,851 New
AWM
509
AE Wealth Management
Kansas
$213K +$207K +6,836 New
LIM
510
Leavell Investment Management
Alabama
$212K – – –
LBC
511
Lowe Brockenbrough & Co
Virginia
$212K – – –
JAM
512
JCIC Asset Management
Ontario, Canada
$210K +$10.9K +360 +6%
QCM
513
QRG Capital Management
Illinois
$210K -$4.05K -134 -2%
AWM
514
Ariadne Wealth Management
California
$210K -$17.6K -583 -8%
PMFA
515
Plante Moran Financial Advisors
Michigan
$207K -$32.9K -1,090 -14%
AP
516
Adero Partners
California
$207K +$201K +6,661 New
AWM
517
Avior Wealth Management
Nebraska
$205K -$22.3K -738 -10%
IFG
518
Independent Financial Group
California
$205K +$199K +6,589 New
FIA
519
Foundations Investment Advisors
Arizona
$205K +$199K +6,586 New
EWA
520
EverSource Wealth Advisors
Alabama
$203K +$13.6K +451 +7%
HHGC
521
Hunting Hill Global Capital
New York
$202K – – –
SW
522
Simplicity Wealth
New Jersey
$201K +$195K +6,443 New
VCA
523
Verdence Capital Advisors
Maryland
$201K +$195K +6,443 New
PFGIA
524
Patriot Financial Group Insurance Agency
Massachusetts
$200K +$194K +6,427 New
GA
525
GoalVest Advisory
New York
$199K – – –
19 20
21
22 23

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.