We are live on ! Find out more
SLF icon

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
SHM
326
Sagard Holdings Management
Ontario, Canada
$214K +$198K +3,221 New
AWM
327
Axxcess Wealth Management
California
$214K +$197K +3,216 New
JWCA
328
J.W. Cole Advisors
Florida
$212K +$196K +3,190 New
FAM
329
Flaharty Asset Management
Florida
$212K -$25.9K -423 -12%
MCM
330
McDonough Capital Management
Florida
$211K +$195K +3,182 New
JLBC
331
J.L. Bainbridge & Co
Florida
$209K +$193K +3,148 New
WANY
332
Wealthspire Advisors (New York)
New York
$208K +$192K +3,124 New
MOS
333
MGO One Seven
Ohio
$207K +$191K +3,119 New
OIA
334
OneDigital Investment Advisors
Kansas
$207K +$191K +3,111 New
HI
335
Harbour Investments
Wisconsin
$206K -$12.7K -207 -6%
SCP
336
Sivia Capital Partners
California
$204K +$188K +3,063 New
BGAI
337
Bruce G. Allen Investments
Colorado
$199K
IBOK
338
Independence Bank of Kentucky
Kentucky
$189K
DB
339
Danske Bank
Denmark
$186K
FHA
340
First Horizon Advisors
Tennessee
$184K
HNB
341
Huntington National Bank
Ohio
$182K -$858 -14 -0.5%
RC
342
Rexford Capital
Texas
$176K +$163K +2,655 New
MPWT
343
MassMutual Private Wealth & Trust
Connecticut
$148K +$1.1K +18 +0.8%
RhumbLine Advisers
344
RhumbLine Advisers
Massachusetts
$137K -$1.53K -25 -1%
IA
345
IFP Advisors
Florida
$134K -$4.05K -66 -3%
CAL
346
Capital Advisors Ltd
Ohio
$126K
CI
347
CX Institutional
Indiana
$126K
AssetMark Inc
348
AssetMark Inc
California
$124K +$89.2K +1,454 +347%
PCTC
349
Perkins Coie Trust Company
Washington
$124K
PGAM
350
Princeton Global Asset Management
New Jersey
$116K +$4.54K +74 +4%

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.