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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
LFG
401
Larson Financial Group
Missouri
$28.4K +$19.1K +311 +266%
DSC
402
Duncker Streett & Co
Missouri
$27.5K
TFM
403
TFC Financial Management
Massachusetts
$26K
GWM
404
Geneos Wealth Management
Colorado
$26K -$34.4K -561 -59%
HBW
405
Hazlett, Burt & Watson
West Virginia
$25K
Lazard Asset Management
406
Lazard Asset Management
New York
$25K
AAP
407
Arax Advisory Partners
Colorado
$24.3K +$2.08K +34 New
UB
408
UMB Bank
Missouri
$23.5K
CPG
409
Cornerstone Planning Group
New Jersey
$23K
TCM
410
TruNorth Capital Management
Michigan
$21.9K
DWM
411
Dogwood Wealth Management
Kansas
$20.3K
DMIC
412
Dixon Mitchell Investment Counsel
British Columbia, Canada
$19.6K -$27.9K -455 -61%
WSFS
413
Wilmington Savings Fund Society
Delaware
$19.4K -$36K -587 -67%
AA
414
Ancora Advisors
Ohio
$18.8K +$8.28K +135 +91%
CIAM
415
Caitong International Asset Management
Hong Kong
$17.8K +$16.4K +268 New
ZBNA
416
Zions Bancorporation, National Association
Utah
$16.9K -$61 -1 -0.4%
SIS
417
Strategic Investment Solutions
Illinois
$16.3K
SS
418
SBI Securities
Japan
$16.1K
MPW
419
MASECO Private Wealth
$15.9K +$14.7K +239 New
BL
420
BFSG LLC
California
$15K
BIA
421
Bell Investment Advisors
California
$14.6K
SAM
422
Smartleaf Asset Management
Massachusetts
$13.6K -$7.6K -124 -37%
Optiver Holding
423
Optiver Holding
Netherlands
$13.3K +$12.3K +200 New
HFS
424
Hughes Financial Services
Virginia
$12.7K
BBPWM
425
Blue Bell Private Wealth Management
Pennsylvania
$12.4K

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.