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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
CWIG
351
Chung Wu Investment Group
Texas
$93.2K
FFA
352
Farther Finance Advisors
California
$78.1K +$11.2K +186 +17%
B
353
Birchbrook
Maine
$77.7K
PP
354
Pacifica Partners
Canada
$77.5K
LWA
355
Lowe Wealth Advisors
Maryland
$76.8K
BCWM
356
Bartlett & Co Wealth Management
Ohio
$72K
CTC
357
Central Trust Company
Missouri
$72K
FC
358
Financial Consulate
Maryland
$72K +$72.2K +1,200 New
T
359
TOBAM
France
$68K +$9.62K +160 +24%
LWCFA
360
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$67.5K
EPIM
361
Evelyn Partners Investment Management
$65.5K
CA
362
CoreCap Advisors
Michigan
$65.5K -$18K -300 -22%
AF
363
Allworth Financial
California
$64.7K +$2.23K +37 +4%
NB
364
NBT Bank
New York
$64.5K
GFWA
365
Grey Fox Wealth Advisors
Delaware
$61.6K +$61.7K +1,026 New
CHC
366
City Holding Co
West Virginia
$60K
JWA
367
JFS Wealth Advisors
Pennsylvania
$59.5K
GEA
368
Glen Eagle Advisors
New Jersey
$57.2K
CYG
369
Clean Yield Group
Vermont
$55.5K
WIM
370
Westside Investment Management
California
$48.2K +$13.4K +223 +39%
MA
371
MCF Advisors
Kentucky
$48K
AWM
372
Abound Wealth Management
Tennessee
$47.9K -$4.57K -76 -9%
PWMG
373
Private Wealth Management Group
New Jersey
$47.8K
ADL
374
Asset Dedication LLC
California
$47.2K
EPIMS
375
Evelyn Partners Investment Management Services
$46.6K +$46.7K +776 New

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.