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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
SOW
301
State of Wyoming
Wyoming
$243K +$189K +3,149 +353%
RAM
302
Rempart Asset Management
Canada
$242K -$66.2K -1,100 -21%
PA
303
Parallel Advisors
California
$242K -$5.65K -94 -2%
MMPW
304
Mitchell McLeod Pugh & Williams
Alabama
$240K
HAG
305
HighPoint Advisor Group
Illinois
$238K +$4.09K +68 +2%
HF
306
HRT Financial
New York
$238K -$97.3K -1,617 -29%
VF
307
Virtu Financial
New York
$238K +$239K +3,971 New
NB
308
Northwest Bancshares
Pennsylvania
$234K
CP
309
Canopy Partners
Ohio
$234K +$2.47K +41 +1%
P
310
&Partners
Tennessee
$232K +$3.31K +55 +1%
MFG
311
Merit Financial Group
Georgia
$230K +$9.02K +150 +4%
HWM
312
HB Wealth Management
Georgia
$227K +$12.5K +208 +6%
WDL
313
Well Done LLC
Michigan
$226K +$842 +14 +0.4%
IWC
314
Integrated Wealth Concepts
Massachusetts
$225K +$225K +3,749 New
AC
315
AlphaCore Capital
California
$225K +$170K +2,824 +307%
MOS
316
MGO One Seven
Ohio
$221K +$33.6K +558 +18%
Luther King Capital Management (LKCM)
317
Luther King Capital Management (LKCM)
Texas
$217K -$7.04K -117 -3%
NP
318
Nilsine Partners
Colorado
$214K
AAP
319
Arax Advisory Partners
Colorado
$214K +$212K +3,524 +10,365%
CCA
320
Checchi Capital Advisers
California
$204K
HI
321
Harbour Investments
Wisconsin
$203K +$16.7K +278 +9%
AWA
322
Arkadios Wealth Advisors
Georgia
$202K +$361 +6 +0.2%
OIA
323
OneDigital Investment Advisors
Kansas
$202K +$14.8K +246 +8%
AG
324
Ascent Group
Virginia
$200K +$201K +3,337 New
HIM
325
Hillsdale Investment Management
Ontario, Canada
$200K -$25.1M -417,806 -99%

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.