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Sun Life Financial

432 hedge funds and large institutions have $15.1B invested in Sun Life Financial in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 149 increasing their positions, 142 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

5% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 142

2.34% less ownership

Funds ownership: 47.17%44.83% (-2.3%)

3% less funds holding

Funds holding: 447432 (-15)

15% less capital invested

Capital invested by funds: $17.7B → $15.1B (-$2.57B)

16% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 50

60% less call options, than puts

Call options by funds: $184M | Put options by funds: $456M

Holders
432
Holders Change
-15
Holders Change %
-3.36%
% of All Funds
5.67%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
42
Increased
149
Reduced
142
Closed
50
Calls
$184M
Puts
$456M
Net Calls
-$272M
Net Calls Change
-$64.8M
Name Holding Trade Value Shares
Change
Change in
Stake
IRP
226
Investment Research Partners
Pennsylvania
$540K +$526K +8,745 New
CAM
227
Claret Asset Management
Quebec, Canada
$539K +$28.3K +471 +6%
Lazard Asset Management
228
Lazard Asset Management
New York
$529K +$507K +8,428 +2,218%
DAS
229
Diversify Advisory Services
Utah
$523K
N
230
Natixis
France
$519K +$276K +4,583 +113%
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$515K +$130K +2,166 +34%
LGF
232
LGT Group Foundation
Liechtenstein
$512K
PAW
233
Plan A Wealth
Nebraska
$511K +$50.6K +841 +11%
FSA
234
Franklin Street Advisors
North Carolina
$504K
GAM
235
Gotham Asset Management
New York
$501K +$502K +8,342 New
PCIA
236
Prime Capital Investment Advisors
Kansas
$495K +$3.25K +54 +0.7%
TI
237
Tidal Investments
Wisconsin
$490K +$491K +8,161 New
MM
238
MQS Management
New York
$489K +$72.1K +1,198 +17%
AIS
239
AM Investment Strategies
Tennessee
$488K +$1.02K +17 +0.2%
S
240
SimplyRich
California
$482K +$3.97K +66 +0.8%
ASN
241
Advisory Services Network
Georgia
$460K +$461K +7,658 New
SC
242
Savant Capital
Illinois
$453K -$143K -2,382 -24%
TA
243
TFB Advisors
Kansas
$437K
YCM
244
Yousif Capital Management
Michigan
$414K -$89.6K -1,490 -18%
QP
245
Quilter Plc
United Kingdom
$413K
ECM
246
Evergreen Capital Management
Washington
$410K -$16.5K -274 -4%
PI
247
PFG Investments
New York
$406K +$30.7K +511 +8%
DO
248
denkapparat Operations
Germany
$402K
CP
249
Cumberland Partners
Ontario, Canada
$401K -$1.68M -28,008 -81%
PCM
250
Parsons Capital Management
Rhode Island
$400K

SLF Hedge Fund Activity: Q3 2025 in Review

432 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q3 2025, worth a combined $15.1B — down 15% from $17.7B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of SLF and 42 opened new positions — a net loss of 8 holders — while 142 trimmed existing stakes and 149 added.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $60.4M. The largest seller was CIBC Asset Management, cutting an estimated $126M.

  • 432 institutional investors held Sun Life Financial (SLF) as of Q3 2025, down from 447 in Q2 2025.
  • Funds reported $15.1B of Sun Life Financial stock for Q3 2025, down 15% quarter-over-quarter.
  • 42 funds opened new Sun Life Financial positions in Q3 2025 and 50 closed out, a net change of -8 holders.
  • The largest Sun Life Financial buyer in Q3 2025 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $60.4M added.
  • The largest Sun Life Financial seller in Q3 2025 was CIBC Asset Management, an estimated $126M sold.

Based on aggregated 13F filings for Q3 2025.