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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
TWC
26
TD Waterhouse Canada
Ontario, Canada
$124M +$7.79M +127,061 +7%
HSBC Holdings
27
HSBC Holdings
United Kingdom
$120M +$8.18M +133,442 +8%
Swiss National Bank
28
Swiss National Bank
Switzerland
$115M +$6.26M +102,100 +6%
Charles Schwab
29
Charles Schwab
California
$110M +$3.09M +50,466 +3%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$107M +$16.2K +264 +0%
Amundi
31
Amundi
France
$104M -$4.5M -73,367 -4%
AM
32
AGF Management
Ontario, Canada
$98M -$38.2M -622,200 -34%
Bank of America
33
Bank of America
North Carolina
$97.7M +$24.5M +398,969 +37%
PMAM
34
Picton Mahoney Asset Management
Ontario, Canada
$87.7M +$81.1M +1,322,756 New
AIMCA
35
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$86.4M +$2.45M +40,000 +3%
BCIM
36
British Columbia Investment Management
British Columbia, Canada
$83.9M -$520K -8,475 -0.7%
Invesco
37
Invesco
Georgia
$82.6M -$2.11M -34,383 -3%
QI
38
QV Investors
Alberta, Canada
$79.3M -$8.23M -134,141 -10%
Deutsche Bank
39
Deutsche Bank
Germany
$77.9M +$9.47M +154,464 +15%
CCMIC
40
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$75.7M +$552K +9,005 +0.8%
VPI
41
Value Partners Investments
Manitoba, Canada
$74.2M -$203K -3,318 -0.3%
Wellington Management Group
42
Wellington Management Group
Massachusetts
$70.6M +$15.6M +254,850 +32%
DekaBank Deutsche Girozentrale
43
DekaBank Deutsche Girozentrale
Germany
$69M -$654K -10,665 -1%
UBS AM
44
UBS AM
Illinois
$63.9M -$1.3M -21,195 -2%
MSC
45
MUFG Securities (Canada)
New York
$63.7M +$5.08M +82,914 +9%
BlackRock
46
BlackRock
New York
$62M +$1.75M +28,614 +3%
Public Sector Pension Investment Board (PSP Investments)
47
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$56.8M +$49M +799,300 +1,442%
Fiera Capital (Canada)
48
Fiera Capital (Canada)
Quebec, Canada
$51.6M -$4.9M -79,956 -9%
JAM
49
Jupiter Asset Management
United Kingdom
$49.8M -$8.63M -140,775 -16%
UBS Group
50
UBS Group
Switzerland
$46M +$6.9M +112,514 +19%

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.