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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
GWM
401
Geneos Wealth Management
Colorado
$14.5K -$9.02K -150 -38%
BL
402
BFSG LLC
California
$13.5K
BIA
403
Bell Investment Advisors
California
$13.2K
ZBNA
404
Zions Bancorporation, National Association
Utah
$12.9K -$2.41K -40 -16%
HFS
405
Hughes Financial Services
Virginia
$11.9K
BBPWM
406
Blue Bell Private Wealth Management
Pennsylvania
$11.2K
SS
407
SBI Securities
Japan
$11.1K -$3.43K -57 -24%
WTA
408
Washington Trust Advisors
Massachusetts
$9.9K
TWD
409
True Wealth Design
Ohio
$9.85K +$9.86K +164 New
CPG
410
Cornerstone Planning Group
New Jersey
$9.69K -$8.12K -135 -36%
MG
411
Mather Group
Illinois
$9.04K +$9.08K +151 New
HBW
412
Hazlett, Burt & Watson
West Virginia
$9K -$13.2K -220 -59%
BFS
413
Bare Financial Services
Pennsylvania
$8.34K +$2.77K +46 +49%
FMP
414
Financial Management Professionals
Texas
$8.16K
JAM
415
JCIC Asset Management
Ontario, Canada
$8.11K +$8.12K +135 New
BSB
416
Bangor Savings Bank
Maine
$7.32K
SS
417
Sunbelt Securities
Texas
$7.32K
NA
418
NewEdge Advisors
Louisiana
$6.4K +$60 +1 +0.9%
KFI
419
Key Financial Inc
Pennsylvania
$5.96K
BC
420
Barrett & Company
Rhode Island
$5.64K
HWM
421
HighMark Wealth Management
Minnesota
$3.24K +$3.25K +54 New
CA
422
Centerpoint Advisors
Massachusetts
$3K +$2.65K +44 New
PCM
423
Penserra Capital Management
California
$2K
TPCW
424
TD Private Client Wealth
New York
$1.5K
CFD
425
Creative Financial Designs
Indiana
$1.2K +$1.2K +20 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.