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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
NEI
51
Northwest & Ethical Investments
Ontario, Canada
$44.6M -$4.03M -65,650 -9%
First Trust Advisors
52
First Trust Advisors
Illinois
$43.9M -$8.62M -140,621 -18%
TAM
53
Todd Asset Management
Kentucky
$42.2M +$449K +7,314 +1%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$40.3M +$961K +15,671 +3%
Canada Life
55
Canada Life
Manitoba, Canada
$39.5M -$7.57M -123,479 -17%
Russell Investments Group
56
Russell Investments Group
United Kingdom
$38.5M -$519K -8,469 -1%
Allianz Asset Management
57
Allianz Asset Management
Germany
$35.8M -$12.3M -201,084 -27%
Northern Trust
58
Northern Trust
Illinois
$33.3M -$1.31M -21,417 -4%
Grantham, Mayo, Van Otterloo & Co (GMO)
59
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$31.8M +$2.29M +37,310 +8%
Aviva
60
Aviva
United Kingdom
$31.8M -$31.6M -515,947 -52%
Korea Investment Corp
61
Korea Investment Corp
South Korea
$30.9M -$1.18M -19,224 -4%
Zurich Cantonal Bank
62
Zurich Cantonal Bank
Switzerland
$30M +$421K +6,870 +2%
HIM
63
Hillsdale Investment Management
Ontario, Canada
$28M +$21.7M +353,839 +526%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
64
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$26.6M +$24.5M +400,000 New
N
65
Nuveen
North Carolina
$26.6M -$202K -3,288 -0.8%
IIM
66
Intact Investment Management
Quebec, Canada
$25.9M -$56.4M -919,940 -70%
Neuberger Berman Group
67
Neuberger Berman Group
New York
$25.1M +$73.2K +1,193 +0.3%
TRSOTSOK
68
Teachers Retirement System of the State of Kentucky
Kentucky
$24.8M
MBI
69
Montrusco Bolton Investments
Quebec, Canada
$24.5M +$994K +16,217 +5%
Two Sigma Investments
70
Two Sigma Investments
New York
$22.4M +$13.5M +220,810 +191%
FAF
71
Första AP-fonden
Sweden
$22M +$3.07M +50,000 +18%
State of Tennessee, Department of Treasury
72
State of Tennessee, Department of Treasury
Tennessee
$21.8M
BA
73
Bridgewater Associates
Connecticut
$21.8M -$4.56M -74,393 -19%
GCC
74
Guardian Capital (Canada)
Ontario, Canada
$20.8M +$660K +10,766 +4%
Pictet Asset Management
75
Pictet Asset Management
Switzerland
$20.7M -$490K -7,992 -3%

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.