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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
SHM
326
Sagard Holdings Management
Ontario, Canada
$193K
HNB
327
Huntington National Bank
Ohio
$181K +$15.9K +264 +10%
BGAI
328
Bruce G. Allen Investments
Colorado
$180K
DB
329
Danske Bank
Denmark
$178K +$11.8K +197 +7%
VCM
330
Versant Capital Management
Arizona
$172K -$126K -2,101 -42%
IBOK
331
Independence Bank of Kentucky
Kentucky
$171K
WANY
332
Wealthspire Advisors (New York)
New York
$169K -$18.1K -301 -10%
FHC
333
First Horizon Corporation
Tennessee
$166K +$167K +2,771 New
AAS
334
Ameritas Advisory Services
Nebraska
$164K +$76.3K +1,268 +87%
RC
335
Rexford Capital
Texas
$159K
Macquarie Group
336
Macquarie Group
Australia
$144K -$4.51M -75,032 -97%
MPWT
337
MassMutual Private Wealth & Trust
Connecticut
$136K +$2.1K +35 +2%
CIBC Private Wealth Group
338
CIBC Private Wealth Group
Georgia
$132K -$247K -4,110 -65%
BTI
339
Blue Trust Inc
Georgia
$128K -$133K -2,205 -51%
EWA
340
EverSource Wealth Advisors
Alabama
$126K +$22.4K +372 +21%
UBP
341
Union Bancaire Privee
Switzerland
$125K +$49.4K +821 +49%
RhumbLine Advisers
342
RhumbLine Advisers
Massachusetts
$123K
DMIC
343
Dixon Mitchell Investment Counsel
British Columbia, Canada
$119K +$101K +1,686 +572%
CAL
344
Capital Advisors Ltd
Ohio
$114K
CI
345
CX Institutional
Indiana
$114K
PCTC
346
Perkins Coie Trust Company
Washington
$112K
AssetMark Inc
347
AssetMark Inc
California
$111K -$1.38K -23 -1%
IA
348
IFP Advisors
Florida
$110K -$11.4K -189 -9%
PGAM
349
Princeton Global Asset Management
New Jersey
$105K
CH
350
Cromwell Holdings
Wyoming
$103K

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.