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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
SOW
376
State of Wyoming
Wyoming
$59.2K -$5.83K -95 -10%
T
377
TOBAM
France
$59K +$40.2K +656 New
AWM
378
Abound Wealth Management
Tennessee
$58.1K
TC
379
Tacita Capital
Ontario, Canada
$57.2K +$52.7K +860 New
MA
380
MCF Advisors
Kentucky
$53.2K
RI
381
Ridgewood Investments
New Jersey
$53.2K
PWMG
382
Private Wealth Management Group
New Jersey
$53K
ADL
383
Asset Dedication LLC
California
$52.3K
OC
384
Oakworth Capital
Alabama
$49.7K
IMC
385
Investment Management Corporation
Virginia
$47.9K +$6.25K +102 +16%
AA
386
Addison Advisors
Vermont
$46.8K +$14.2K +231 +49%
BTD
387
BankPlus Trust Department
Mississippi
$45.3K
API
388
Asset Planning Inc
California
$45.1K
LI
389
Louisbourg Investments
New Brunswick, Canada
$43.2K -$25.6K -417 -39%
WIM
390
Westside Investment Management
California
$38.4K +$13.7K +223 +63%
GI
391
GAMMA Investing
California
$38.3K
GRP
392
Global Retirement Partners
California
$36.6K +$33.8K +551 New
MSFP
393
Mark Sheptoff Financial Planning
Connecticut
$35.2K
MWA
394
Medallion Wealth Advisors
Connecticut
$34.7K
AF
395
Advisornet Financial
Minnesota
$33.2K
SA
396
SRH Advisors
Kansas
$33.2K
TFIPS
397
Towarzystwo Funduszy Inwestycyjnych PZU SA
$33.1K
AWM
398
Atticus Wealth Management
Florida
$32.6K
W
399
WealthCollab
Washington
$30.6K
PTC
400
Private Trust Company
Ohio
$28.5K +$14.9K +243 +131%

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.