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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
N
301
Natixis
France
$270K -$4.19M -68,315 -94%
EMCIP
302
Ewing Morris & Co Investment Partners
Ontario, Canada
$270K
FRA
303
Frank Rimerman Advisors
California
$270K +$249K +4,058 New
HAG
304
HighPoint Advisor Group
Illinois
$259K -$26.2K -428 -10%
NB
305
Northwest Bancshares
Pennsylvania
$259K
CP
306
Canopy Partners
Ohio
$256K
MMPW
307
Mitchell McLeod Pugh & Williams
Alabama
$256K
P
308
&Partners
Tennessee
$253K +$4.72K +77 +2%
WDL
309
Well Done LLC
Michigan
$250K +$981 +16 +0.4%
Luther King Capital Management (LKCM)
310
Luther King Capital Management (LKCM)
Texas
$249K -$79.7K -1,299 -26%
MFG
311
Merit Financial Group
Georgia
$245K +$11.5K +187 +5%
MML Investors Services
312
MML Investors Services
Massachusetts
$243K +$1.17K +19 +0.5%
BCM
313
Bayesian Capital Management
New York
$241K +$223K +3,630 New
FPAS
314
Focus Partners Advisor Solutions
Missouri
$240K +$221K +3,608 New
HWM
315
HB Wealth Management
Georgia
$237K +$219K +3,569 New
NP
316
Nilsine Partners
Colorado
$237K
Prudential Financial
317
Prudential Financial
New Jersey
$232K +$215K +3,500 New
ALAM
318
Asahi Life Asset Management
Japan
$229K +$212K +3,450 New
MFIM
319
Mesirow Financial Investment Management
Illinois
$227K +$209K +3,410 New
CCA
320
Checchi Capital Advisers
California
$226K -$45.6K -744 -18%
AWA
321
Arkadios Wealth Advisors
Georgia
$223K +$206K +3,361 New
IB
322
Intrust Bank
Kansas
$220K +$203K +3,308 New
SPIA
323
Steward Partners Investment Advisory
New York
$220K -$6.01K -98 -3%
1SB
324
1ST Source Bank
Indiana
$216K +$199K +3,253 New
SA
325
Sanctuary Advisors
Indiana
$215K +$199K +3,239 New

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.