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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
OC
376
Oakworth Capital
Alabama
$44.9K
AA
377
Addison Advisors
Vermont
$42.3K
BTD
378
BankPlus Trust Department
Mississippi
$40.9K
API
379
Asset Planning Inc
California
$40.7K
SAM
380
Smartleaf Asset Management
Massachusetts
$34.9K +$22.9K +381 +184%
GI
381
GAMMA Investing
California
$34.6K
MSFP
382
Mark Sheptoff Financial Planning
Connecticut
$31.8K
MWA
383
Medallion Wealth Advisors
Connecticut
$31.4K
TFIPS
384
Towarzystwo Funduszy Inwestycyjnych PZU SA
$30K
AF
385
Advisornet Financial
Minnesota
$30K
SA
386
SRH Advisors
Kansas
$30K
PTC
387
Private Trust Company
Ohio
$29.9K +$4.09K +68 +16%
W
388
WealthCollab
Washington
$27.6K
MCM
389
MAI Capital Management
Ohio
$27.4K -$26.5K -440 -49%
DSC
390
Duncker Streett & Co
Missouri
$24.9K
LFG
391
Larson Financial Group
Missouri
$23.2K -$2.53K -42 -10%
UB
392
UMB Bank
Missouri
$21.2K
GRP
393
Global Retirement Partners
California
$20.1K -$13.1K -217 -39%
TCM
394
TruNorth Capital Management
Michigan
$19.8K
DWM
395
Dogwood Wealth Management
Kansas
$19.6K
FGAM
396
Financial Gravity Asset Management
Texas
$19K +$19.1K +317 New
CIAM
397
Caitong International Asset Management
Hong Kong
$17.3K +$1.26K +21 +8%
AA
398
Ancora Advisors
Ohio
$17K
PS
399
Principal Securities
Iowa
$16.1K +$6.25K +104 +63%
SIS
400
Strategic Investment Solutions
Illinois
$14.8K

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.