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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
HPC
426
HM Payson & Co
Maine
$11.3K
WTA
427
Washington Trust Advisors
Massachusetts
$11K
PS
428
Principal Securities
Iowa
$10.9K +$1.78K +29 +21%
NC
429
NewSquare Capital
Pennsylvania
$9.1K +$7.6K +124 +954%
FMP
430
Financial Management Professionals
Texas
$9.04K +$7.42K +121 +807%
SWM
431
Spire Wealth Management
Virginia
$8.31K +$7.67K +125 New
BSB
432
Bangor Savings Bank
Maine
$8.11K -$4.78K -78 -39%
TPWA
433
Twin Peaks Wealth Advisors
California
$7.89K +$8.4K +137 New
SS
434
Sunbelt Securities
Texas
$7.24K
NA
435
NewEdge Advisors
Louisiana
$7.01K
KFI
436
Key Financial Inc
Pennsylvania
$6.58K
BC
437
Barrett & Company
Rhode Island
$6.25K
BFS
438
Bare Financial Services
Pennsylvania
$6.18K +$3.43K +56 +151%
BIG
439
Brooklyn Investment Group
New York
$4.25K
PCM
440
Penserra Capital Management
California
$3K
SO
441
Sierra Ocean
California
$2.19K
TPCW
442
TD Private Client Wealth
New York
$1.66K
MWM
443
Mascoma Wealth Management
New Hampshire
$1.33K
PWAM
444
Private Wealth Asset Management
Iowa
$1.2K
PWA
445
Physician Wealth Advisors
Utah
$532 +$491 +8 New
HWP
446
Highline Wealth Partners
California
$332
HNW
447
High Note Wealth
Minnesota
$133 +$123 +2 New
Voloridge Investment Management
448
Voloridge Investment Management
Florida
-$5.73M -100,025 Closed
TRCT
449
Tower Research Capital (TRC)
New York
-$2.08M -36,281 Closed
QT
450
Quantbot Technologies
New York
-$1.47M -25,738 Closed

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.