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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
HSBC Holdings
26
HSBC Holdings
United Kingdom
$117M +$9.22M +153,275 +9%
Amundi
27
Amundi
France
$101M +$3.35M +55,672 +3%
Bank of America
28
Bank of America
North Carolina
$99.4M +$11.2M +186,108 +13%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$98.4M +$1.39M +23,102 +1%
Charles Schwab
30
Charles Schwab
California
$97.5M -$2.11M -35,065 -2%
Swiss National Bank
31
Swiss National Bank
Switzerland
$97.4M -$7.18M -119,300 -7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
32
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$84.4M +$60.4M +1,005,000 +251%
Invesco
33
Invesco
Georgia
$81.5M +$6.9M +114,697 +9%
IIM
34
Intact Investment Management
Quebec, Canada
$76.3M +$53.1M +882,070 +227%
Deutsche Bank
35
Deutsche Bank
Germany
$70.7M +$337K +5,607 +0.5%
AM
36
AGF Management
Ontario, Canada
$70.7M -$19.1M -318,164 -26%
CCMIC
37
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$68.8M +$426K +7,080 +0.6%
VPI
38
Value Partners Investments
Manitoba, Canada
$67.2M +$94K +1,563 +0.1%
AIMCA
39
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$66.2M -$11.8M -195,600 -15%
DekaBank Deutsche Girozentrale
40
DekaBank Deutsche Girozentrale
Germany
$61.6M
Wellington Management Group
41
Wellington Management Group
Massachusetts
$60.4M -$3.5M -58,191 -5%
QI
42
QV Investors
Alberta, Canada
$60.2M -$11.5M -191,936 -16%
MSC
43
MUFG Securities (Canada)
New York
$56M -$1.6M -26,631 -3%
BlackRock
44
BlackRock
New York
$53.8M -$2.15M -35,785 -4%
UBS Group
45
UBS Group
Switzerland
$46.9M +$5.34M +88,839 +13%
Fiera Capital (Canada)
46
Fiera Capital (Canada)
Quebec, Canada
$45.3M -$1.29M -21,528 -3%
BCIM
47
British Columbia Investment Management
British Columbia, Canada
$44.7M -$31M -515,535 -41%
First Trust Advisors
48
First Trust Advisors
Illinois
$42.6M +$2.89M +48,105 +7%
TAM
49
Todd Asset Management
Kentucky
$40.3M +$2.18M +36,204 +6%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$38.4M +$1.98M +32,927 +5%

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.