We are live on ! Find out more
SLF icon

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
USAA
451
United Services Automobile Association
Texas
-$1.12M -19,798 Closed
OCM
452
One Capital Management
California
-$689K -12,044 Closed
Citadel Advisors
453
Citadel Advisors
Florida
-$708K -11,546 Closed
Squarepoint
454
Squarepoint
New York
-$565K -9,862 Closed
XT
455
XTX Topco
Cayman Islands
-$469K -8,185 Closed
FCI
456
Financial Counselors Inc
Kansas
-$361K -6,296 Closed
AFP
457
Ausdal Financial Partners
Iowa
-$349K -6,088 Closed
Verition Fund Management
458
Verition Fund Management
Connecticut
-$317K -5,544 Closed
Pacer Advisors
459
Pacer Advisors
Pennsylvania
-$288K -5,029 Closed
GAM
460
Gotham Asset Management
New York
-$277K -4,838 Closed
TI
461
Tidal Investments
Wisconsin
-$277K -4,829 Closed
BP
462
Ballentine Partners
Massachusetts
-$263K -4,599 Closed
HCM
463
Heathbridge Capital Management
Ontario, Canada
-$229K -4,000 Closed
KeyBank National Association
464
KeyBank National Association
Ohio
-$205K -3,585 Closed
PIM
465
Plato Investment Management
Australia
-$66.4K -1,148 Closed
HCP
466
Hexagon Capital Partners
Arkansas
-$38.1K -665 Closed
NA
467
Nordwand Advisors
Pennsylvania
-$25.1K -438 Closed
MIA
468
MeadowBrook Investment Advisors
Michigan
-$16.5K -289 Closed
YAL
469
Your Advocates Ltd
Texas
-$15.7K -275 Closed
GBT
470
Grove Bank & Trust
Florida
-$12.7K -221 Closed
CCM
471
Coldstream Capital Management
Washington
-$10.2K -178 Closed
LWANC
472
Laurel Wealth Advisors (North Carolina)
North Carolina
-$9.73K -170 Closed
RCM
473
Ravenstone Capital Management
-$9.73K -170 Closed
MG
474
Mather Group
Illinois
-$8.62K -151 Closed
PPWM
475
PFG Private Wealth Management
Florida
-$3.26K -57 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.