We are live on ! Find out more
SLF icon

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
SVWAG
251
Sound View Wealth Advisors Group
Georgia
$400K
RFC
252
Regions Financial Corp
Alabama
$396K -$7.04K -117 -2%
WFI
253
West Family Investments
California
$393K +$5.23K +87 +1%
ALAM
254
Asahi Life Asset Management
Japan
$392K +$185K +3,070 +89%
PP
255
PDS Planning
Ohio
$386K -$4.93K -82 -1%
DTC
256
Davidson Trust Company
Washington
$383K
ATC
257
Argent Trust Co
Tennessee
$376K
Baird Financial Group
258
Baird Financial Group
Wisconsin
$365K -$15K -250 -4%
ALC
259
Alexander Labrunerie & Co
Missouri
$362K
FL
260
FreeGulliver LLC
Louisiana
$356K
RPCA
261
Running Point Capital Advisors
California
$354K
EWM
262
Empirical Wealth Management
Washington
$349K
DJSG
263
D.J. St. Germain
Massachusetts
$345K
KJHP
264
K.J. Harrison & Partners
Ontario, Canada
$343K
MFIM
265
Mesirow Financial Investment Management
Illinois
$338K +$134K +2,222 +65%
LRWA
266
Long Run Wealth Advisors
New York
$336K +$2.77K +46 +0.8%
PA
267
Pinnacle Associates
New York
$329K -$10.5K -175 -3%
ST
268
Smithfield Trust
Pennsylvania
$324K
Vontobel Holding
269
Vontobel Holding
Switzerland
$318K -$27K -449 -8%
Focus Partners Wealth
270
Focus Partners Wealth
Massachusetts
$316K -$11.5K -191 -4%
AFG
271
Atomi Financial Group
New York
$310K +$361 +6 +0.1%
CG
272
Caprock Group
Idaho
$306K +$312K +5,183 New
CFO
273
CVA Family Office
Colorado
$300K
CWS
274
Confluence Wealth Services
Pennsylvania
$299K
LI
275
Louisbourg Investments
New Brunswick, Canada
$298K +$260K +4,317 +664%

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.