We are live on ! Find out more
SLF icon

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
BPA
251
Beacon Pointe Advisors
California
$429K -$103K -1,672 -21%
WFI
252
West Family Investments
California
$429K
Carson Wealth (CWM LLC)
253
Carson Wealth (CWM LLC)
Nebraska
$427K +$85.6K +1,396 +28%
BNP Paribas Financial Markets
254
BNP Paribas Financial Markets
France
$426K -$1.7M -27,663 -81%
DTC
255
Davidson Trust Company
Washington
$424K
Baird Financial Group
256
Baird Financial Group
Wisconsin
$421K -$61 -1 -0%
CIBC Private Wealth Group
257
CIBC Private Wealth Group
Georgia
$419K -$404K -6,594 -51%
ATC
258
Argent Trust Co
Tennessee
$416K +$49.2K +803 +15%
PI
259
PFG Investments
New York
$415K +$7.6K +124 +2%
DZ Bank
260
DZ Bank
Germany
$414K -$437K -7,129 -53%
PSP
261
Principal Street Partners
Tennessee
$402K +$371K +6,056 New
ALC
262
Alexander Labrunerie & Co
Missouri
$401K
FL
263
FreeGulliver LLC
Louisiana
$394K +$3.19K +52 +0.9%
Balyasny Asset Management
264
Balyasny Asset Management
Illinois
$392K +$362K +5,897 New
RPCA
265
Running Point Capital Advisors
California
$392K -$2.21K -36 -0.6%
EWM
266
Empirical Wealth Management
Washington
$386K +$2.15K +35 +0.6%
BBA
267
Baader Bank Aktiengesellschaft
Germany
$386K +$355K +5,790 New
Vontobel Holding
268
Vontobel Holding
Switzerland
$383K -$2.46M -40,178 -87%
DJSG
269
D.J. St. Germain
Massachusetts
$382K +$313K +5,097 +784%
KJHP
270
K.J. Harrison & Partners
Ontario, Canada
$378K +$68K +1,109 +24%
PA
271
Pinnacle Associates
New York
$376K
HF
272
HRT Financial
New York
$371K +$343K +5,598 New
LRWA
273
Long Run Wealth Advisors
New York
$369K +$2.88K +47 +0.9%
MT
274
Midwest Trust
Kansas
$369K +$341K +5,556 New
Focus Partners Wealth
275
Focus Partners Wealth
Massachusetts
$362K +$95.9K +1,564 +40%

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.