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Sun Life Financial

447 hedge funds and large institutions have $17.7B invested in Sun Life Financial in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 150 increasing their positions, 135 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 30

17% more capital invested

Capital invested by funds: $15.1B → $17.7B (+$2.58B)

11% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 135

6% more funds holding

Funds holding: 421447 (+26)

1.21% more ownership

Funds ownership: 45.97%47.17% (+1.2%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

64% less call options, than puts

Call options by funds: $119M | Put options by funds: $326M

Holders
447
Holders Change
+26
Holders Change %
+6.18%
% of All Funds
5.89%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
64
Increased
150
Reduced
135
Closed
30
Calls
$119M
Puts
$326M
Net Calls
-$207M
Net Calls Change
-$122M
Name Holding Trade Value Shares
Change
Change in
Stake
WC
226
Woodstock Corp
Massachusetts
$641K
SCM
227
Shelton Capital Management
Colorado
$623K +$575K +9,369 New
Jones Financial Companies
228
Jones Financial Companies
Missouri
$608K +$68.9K +1,124 +14%
Mercer Global Advisors
229
Mercer Global Advisors
Colorado
$587K +$95.7K +1,561 +21%
SC
230
Syon Capital
California
$585K +$21.8K +355 +4%
CAM
231
Claret Asset Management
Quebec, Canada
$566K -$10.2K -167 -2%
LGF
232
LGT Group Foundation
Liechtenstein
$565K
FSA
233
Franklin Street Advisors
North Carolina
$558K
YCM
234
Yousif Capital Management
Michigan
$557K +$36.8K +600 +8%
PCIA
235
Prime Capital Investment Advisors
Kansas
$544K +$61 +1 +0%
AIS
236
AM Investment Strategies
Tennessee
$538K +$1.04K +17 +0.2%
Millennium Management
237
Millennium Management
New York
$536K -$3.06M -49,879 -86%
S
238
SimplyRich
California
$529K +$15.5K +252 +3%
PAW
239
Plan A Wealth
Nebraska
$509K +$252K +4,103 +115%
DAS
240
Diversify Advisory Services
Utah
$494K +$178K +2,900 +51%
ECM
241
Evergreen Capital Management
Washington
$472K -$19.2K -313 -4%
TA
242
TFB Advisors
Kansas
$465K
MM
243
MQS Management
New York
$462K +$3.74K +61 +0.9%
QP
244
Quilter Plc
United Kingdom
$458K -$141K -2,305 -25%
MA
245
MONECO Advisors
Connecticut
$457K +$123 +2 +0%
RFC
246
Regions Financial Corp
Alabama
$447K +$90.7K +1,479 +28%
DO
247
denkapparat Operations
Germany
$446K +$411K +6,700 New
PCM
248
Parsons Capital Management
Rhode Island
$443K
SVWAG
249
Sound View Wealth Advisors Group
Georgia
$443K -$19.4K -317 -5%
PP
250
PDS Planning
Ohio
$433K +$14.3K +234 +4%

SLF Hedge Fund Activity: Q2 2025 in Review

447 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q2 2025, worth a combined $17.7B — up 17% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new SLF positions and 30 closed out — a net gain of 34 holders — while 150 added to existing stakes and 135 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $418M. The largest seller was CIBC Asset Management, cutting an estimated $97.3M.

  • 447 institutional investors held Sun Life Financial (SLF) as of Q2 2025, up from 421 in Q1 2025.
  • Funds reported $17.7B of Sun Life Financial stock for Q2 2025, up 17% quarter-over-quarter.
  • 64 funds opened new Sun Life Financial positions in Q2 2025 and 30 closed out, a net change of +34 holders.
  • The largest Sun Life Financial buyer in Q2 2025 was Royal Bank of Canada, an estimated $418M added.
  • The largest Sun Life Financial seller in Q2 2025 was CIBC Asset Management, an estimated $97.3M sold.

Based on aggregated 13F filings for Q2 2025.