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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
FAFN
276
First Affirmative Financial Network
Colorado
$294K -$3.13K -52 -1%
SPIA
277
Steward Partners Investment Advisory
New York
$293K +$94.5K +1,571 +48%
RWM
278
Ritholtz Wealth Management
New York
$285K -$1.93K -32 -0.7%
TC
279
Tacita Capital
Ontario, Canada
$284K +$233K +3,874 +450%
SEI Investments
280
SEI Investments
Pennsylvania
$284K -$916K -15,234 -76%
JG
281
Jain Global
New York
$283K +$283K +4,710 New
PAG
282
Private Advisor Group
New Jersey
$282K -$371K -6,165 -57%
SFI
283
Susquehanna Fundamental Investments
Pennsylvania
$282K -$5.32M -88,400 -95%
YIH
284
Y-Intercept (HK)
Hong Kong
$277K +$278K +4,617 New
BEI
285
Benjamin Edwards Inc
Missouri
$274K +$1.56K +26 +0.6%
BJL
286
Brighton Jones LLC
Washington
$273K +$24.8K +413 +10%
Squarepoint
287
Squarepoint
New York
$273K +$273K +4,544 New
CAM
288
Cozad Asset Management
Illinois
$268K +$5.11K +85 +2%
CCT
289
Capital City Trust
Florida
$263K
PFA
290
Pathway Financial Advisors
Vermont
$260K
Rockefeller Capital Management
291
Rockefeller Capital Management
New York
$259K +$260K +4,317 New
GIM
292
Glenmede Investment Management
Pennsylvania
$259K +$120 +2 +0%
WT
293
Washington Trust
Rhode Island
$254K -$5.11K -85 -2%
NW
294
NewEdge Wealth
Pennsylvania
$252K -$32.3K -537 -12%
SDJVC
295
St. Denis J. Villere & Co
Louisiana
$251K
QT
296
Quantbot Technologies
New York
$249K +$250K +4,153 New
GC
297
Grimes & Company
Massachusetts
$246K +$1.8K +30 +0.7%
BI
298
Ballast Inc
Kentucky
$245K
FRA
299
Frank Rimerman Advisors
California
$244K +$481 +8 +0.2%
EMCIP
300
Ewing Morris & Co Investment Partners
Ontario, Canada
$244K

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.