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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
ST
276
Smithfield Trust
Pennsylvania
$358K -$30.7K -500 -8%
AFG
277
Atomi Financial Group
New York
$342K +$316K +5,151 New
RAM
278
Rempart Asset Management
Canada
$342K
IC
279
IEQ Capital
California
$333K +$12.9K +210 +4%
CFO
280
CVA Family Office
Colorado
$332K
SCM
281
Stonebridge Capital Management
California
$332K
CWS
282
Confluence Wealth Services
Pennsylvania
$331K
VCM
283
Versant Capital Management
Arizona
$330K -$6.81K -111 -2%
FAFN
284
First Affirmative Financial Network
Colorado
$329K -$13.9K -227 -4%
FRM
285
Fox Run Management
Connecticut
$319K +$294K +4,794 New
RWM
286
Ritholtz Wealth Management
New York
$317K -$1.41K -23 -0.5%
BEI
287
Benjamin Edwards Inc
Missouri
$302K -$31.3K -510 -10%
CAM
288
Cozad Asset Management
Illinois
$291K
CCT
289
Capital City Trust
Florida
$291K -$13.2K -216 -5%
BTI
290
Blue Trust Inc
Georgia
$288K +$55.4K +904 +26%
PFA
291
Pathway Financial Advisors
Vermont
$288K
WT
292
Washington Trust
Rhode Island
$287K -$2.88K -47 -1%
GIM
293
Glenmede Investment Management
Pennsylvania
$287K +$264K +4,312 New
NW
294
NewEdge Wealth
Pennsylvania
$284K -$1.29K -21 -0.5%
SDJVC
295
St. Denis J. Villere & Co
Louisiana
$278K
BJL
296
Brighton Jones LLC
Washington
$274K -$32.8K -535 -11%
PA
297
Parallel Advisors
California
$274K +$5.58K +91 +2%
EWA
298
EP Wealth Advisors
California
$274K +$253K +4,122 New
BI
299
Ballast Inc
Kentucky
$271K
GC
300
Grimes & Company
Massachusetts
$271K +$2.82K +46 +1%

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.