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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
BBA
451
Baader Bank Aktiengesellschaft
Germany
-$386K -5,790 Closed
MT
452
Midwest Trust
Kansas
-$369K -5,556 Closed
FRM
453
Fox Run Management
Connecticut
-$319K -4,794 Closed
MML Investors Services
454
MML Investors Services
Massachusetts
-$243K -3,654 Closed
BCM
455
Bayesian Capital Management
New York
-$241K -3,630 Closed
FPAS
456
Focus Partners Advisor Solutions
Missouri
-$240K -3,608 Closed
IB
457
Intrust Bank
Kansas
-$220K -3,308 Closed
1SB
458
1ST Source Bank
Indiana
-$216K -3,253 Closed
SA
459
Sanctuary Advisors
Indiana
-$215K -3,239 Closed
AWM
460
Axxcess Wealth Management
California
-$214K -3,216 Closed
JWCA
461
J.W. Cole Advisors
Florida
-$212K -3,190 Closed
FAM
462
Flaharty Asset Management
Florida
-$212K -3,188 Closed
MCM
463
McDonough Capital Management
Florida
-$211K -3,182 Closed
JLBC
464
J.L. Bainbridge & Co
Florida
-$209K -3,148 Closed
SCP
465
Sivia Capital Partners
California
-$204K -3,063 Closed
RIM
466
Ryan Investment Management
Colorado
-$90.2K -1,358 Closed
AG
467
AmeriFlex Group
Nevada
-$83.9K -1,282 Closed
RI
468
Ridgewood Investments
New Jersey
-$53.2K -800 Closed
IMC
469
Investment Management Corporation
Virginia
-$47.9K -721 Closed
AWM
470
Atticus Wealth Management
Florida
-$32.6K -491 Closed
TFM
471
TFC Financial Management
Massachusetts
-$26K -392 Closed
WSFS
472
Wilmington Savings Fund Society
Delaware
-$19.4K -292 Closed
MPW
473
MASECO Private Wealth
-$15.9K -239 Closed
Optiver Holding
474
Optiver Holding
Netherlands
-$13.3K -200 Closed
HPC
475
HM Payson & Co
Maine
-$11.3K -170 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.