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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
BONST
76
Bank of Nova Scotia Trust
Ontario, Canada
$20.6M +$394K +6,424 +2%
Fidelity International
77
Fidelity International
Bermuda
$20.5M -$9.98M -162,706 -35%
Franklin Resources
78
Franklin Resources
California
$20M +$660K +10,755 +4%
NWM
79
Nicola Wealth Management
British Columbia, Canada
$18.4M +$6.32M +103,100 +59%
Axa
80
Axa
France
$18.4M -$6.9M -112,524 -29%
APG Asset Management
81
APG Asset Management
Netherlands
$18M +$184K +3,000 +1%
QC
82
Quadrature Capital
United Kingdom
$17.7M +$16.4M +267,500 New
Caisse de Depot et Placement du Quebec (CDPQ)
83
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$17.5M -$41.9M -682,625 -72%
VanEck Associates
84
VanEck Associates
New York
$17M +$4.55M +74,246 +41%
SAI
85
Systematic Alpha Investments
New Jersey
$16.7M
CGH
86
Crossmark Global Holdings
Texas
$14.2M +$153K +2,502 +1%
MSV
87
MN Services Vermogensbeheer
Netherlands
$14.2M +$135K +2,200 +1%
Arrowstreet Capital
88
Arrowstreet Capital
Massachusetts
$14.1M +$7.43M +121,111 +134%
American Century Companies
89
American Century Companies
Missouri
$13.9M +$1.72M +28,085 +16%
Man Group
90
Man Group
United Kingdom
$11.8M -$15M -245,423 -58%
WCA
91
Waratah Capital Advisors
Ontario, Canada
$11.6M +$1.31M +21,433 +14%
Citigroup
92
Citigroup
New York
$11.4M +$1.05M +17,139 +11%
AC
93
Addenda Capital
Quebec, Canada
$11.3M -$51.8K -844 -0.7%
SG
94
Sienna Gestion
France
$11.3M +$1.13M +18,500 +11%
VMPIC
95
Varma Mutual Pension Insurance Co
Finland
$11.2M +$61.3K +1,000 +0.6%
LOAMS
96
Lombard Odier Asset Management (Switzerland)
Switzerland
$10.8M +$68.4K +1,115 +0.7%
Royal London Asset Management
97
Royal London Asset Management
United Kingdom
$10.5M
A
98
AustralianSuper
Australia
$10.3M -$75.1K -1,224 -0.8%
GP
99
Guardian Partners
Canada
$9.32M -$655K -10,679 -7%
AF
100
Aviso Financial
Ontario, Canada
$8.68M +$992K +16,182 +14%

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.