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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
KC
51
Kepler Cheuvreux
$38.4M +$27.6M +459,276 New
Canada Life
52
Canada Life
Manitoba, Canada
$35.2M -$190K -3,160 -0.5%
Allianz Asset Management
53
Allianz Asset Management
Germany
$34.5M +$2.07M +34,346 +6%
Korea Investment Corp
54
Korea Investment Corp
South Korea
$33.1M +$5.13M +85,356 +18%
Russell Investments Group
55
Russell Investments Group
United Kingdom
$32.6M -$2.22M -36,867 -6%
Aviva
56
Aviva
United Kingdom
$32.5M +$3.87M +64,386 +13%
NEI
57
Northwest & Ethical Investments
Ontario, Canada
$32.3M -$7.91M -131,453 -20%
Public Sector Pension Investment Board (PSP Investments)
58
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$31.7M -$19.7M -327,740 -38%
Northern Trust
59
Northern Trust
Illinois
$30.1M -$33.7K -560 -0.1%
NCM
60
Nearwater Capital Markets
Ireland
$29.4M +$29.5M +490,000 New
SNT
61
SIG North Trading
Pennsylvania
$28.6M +$23.7M +393,599 +476%
GCC
62
Guardian Capital (Canada)
Ontario, Canada
$27.2M +$8.33M +138,548 +44%
Grantham, Mayo, Van Otterloo & Co (GMO)
63
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$26.7M -$1.99M -33,031 -7%
JAM
64
Jupiter Asset Management
United Kingdom
$26.2M -$18.8M -313,074 -42%
Neuberger Berman Group
65
Neuberger Berman Group
New York
$25.7M +$3.01M +50,092 +13%
TRSOTSOK
66
Teachers Retirement System of the State of Kentucky
Kentucky
$24.2M +$1.86M +31,000 +8%
FAF
67
Första AP-fonden
Sweden
$23.8M +$3.89M +64,600 +20%
N
68
Nuveen
North Carolina
$23.6M -$461K -7,658 -2%
Citigroup
69
Citigroup
New York
$22.4M +$12.1M +201,485 +118%
NWM
70
Nicola Wealth Management
British Columbia, Canada
$21.4M +$4.78M +79,500 +29%
State of Tennessee, Department of Treasury
71
State of Tennessee, Department of Treasury
Tennessee
$19.7M +$6.01K +100 +0%
VanEck Associates
72
VanEck Associates
New York
$19.1M +$3.78M +62,863 +25%
BA
73
Bridgewater Associates
Connecticut
$19M -$677K -11,257 -3%
BONST
74
Bank of Nova Scotia Trust
Ontario, Canada
$18.7M +$116K +1,929 +0.6%
Pictet Asset Management
75
Pictet Asset Management
Switzerland
$18.2M -$441K -7,338 -2%

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.