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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
EWA
351
EverSource Wealth Advisors
Alabama
$115K +$42.4K +692 +66%
CH
352
Cromwell Holdings
Wyoming
$114K +$29.1K +475 +38%
CWIG
353
Chung Wu Investment Group
Texas
$103K +$95.2K +1,553 New
AAS
354
Ameritas Advisory Services
Nebraska
$97K +$89.5K +1,460 New
UBP
355
Union Bancaire Privee
Switzerland
$94.2K
CA
356
CoreCap Advisors
Michigan
$92.4K +$36.8K +600 +76%
RIM
357
Ryan Investment Management
Colorado
$90.2K +$83.3K +1,358 New
B
358
Birchbrook
Maine
$86.1K
LWA
359
Lowe Wealth Advisors
Maryland
$85K -$16.1K -263 -17%
PP
360
Pacifica Partners
Canada
$85K
AG
361
AmeriFlex Group
Nevada
$83.9K
CTC
362
Central Trust Company
Missouri
$79.7K
BCWM
363
Bartlett & Co Wealth Management
Ohio
$79.7K +$73.6K +1,200 New
FFA
364
Farther Finance Advisors
California
$74.2K +$51.1K +834 +296%
LWCFA
365
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$73.1K
EPIM
366
Evelyn Partners Investment Management
$72.6K +$9.93K +162 +17%
NB
367
NBT Bank
New York
$71.4K
AF
368
Allworth Financial
California
$69.2K +$36.7K +598 +135%
CHC
369
City Holding Co
West Virginia
$66.5K
JWA
370
JFS Wealth Advisors
Pennsylvania
$65.9K +$307 +5 +0.5%
FGC
371
Financial Gravity Companies
Texas
$64K +$59.1K +963 New
GEA
372
Glen Eagle Advisors
New Jersey
$63.3K
CYG
373
Clean Yield Group
Vermont
$61.5K +$15.3K +249 +37%
AC
374
AlphaCore Capital
California
$61.1K +$56.4K +919 New
MCM
375
MAI Capital Management
Ohio
$59.5K +$30.2K +492 +122%

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.