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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
MWM
426
Mascoma Wealth Management
New Hampshire
$1.2K
PWAM
427
Private Wealth Asset Management
Iowa
$1.08K
SHIM
428
Stone House Investment Management
Pennsylvania
$720 +$722 +12 New
KG
429
Kilter Group
New York
$481 +$481 +8 New
BC
430
Bayforest Capital
United Kingdom
$480 +$481 +8 New
Victory Capital Management
431
Victory Capital Management
Texas
$360 -$921K -15,317 -100%
HWP
432
Highline Wealth Partners
California
$300
Norges Bank
433
Norges Bank
Norway
-$363M -5,450,205 Closed
PMAM
434
Picton Mahoney Asset Management
Ontario, Canada
-$87.7M -1,322,756 Closed
UBS AM
435
UBS AM
Illinois
-$63.9M -960,897 Closed
Axa
436
Axa
France
-$18.4M -276,528 Closed
LIP
437
Lighthouse Investment Partners
Florida
-$7.56M -113,621 Closed
OTPPB
438
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$4.07M -61,113 Closed
TPM
439
Triasima Portfolio Management
Quebec, Canada
-$3.63M -54,630 Closed
ClearBridge Investments
440
ClearBridge Investments
New York
-$2.77M -41,757 Closed
MGP
441
M&G plc
United Kingdom
-$1.92M -28,740 Closed
OCAM
442
Onex Canada Asset Management
Ontario, Canada
-$1.49M -22,458 Closed
ECM
443
ExodusPoint Capital Management
New York
-$1.38M -20,726 Closed
AIM
444
Aigen Investment Management
New York
-$1.68M -18,537 Closed
Walleye Capital
445
Walleye Capital
New York
-$1.05M -15,732 Closed
UPS
446
UHLMANN PRICE SECURITIES
Illinois
-$695K -10,461 Closed
SCM
447
Shelton Capital Management
Colorado
-$623K -9,369 Closed
MA
448
MONECO Advisors
Connecticut
-$457K -6,877 Closed
BPA
449
Beacon Pointe Advisors
California
-$429K -6,463 Closed
PSP
450
Principal Street Partners
Tennessee
-$402K -6,056 Closed

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.