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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
MBI
76
Montrusco Bolton Investments
Quebec, Canada
$18.2M -$3.96M -65,818 -18%
APG Asset Management
77
APG Asset Management
Netherlands
$16.4M +$204K +3,400 +1%
American Century Companies
78
American Century Companies
Missouri
$15.2M +$2.65M +44,045 +21%
AIM
79
AXA Investment Managers
France
$15.1M +$15.1M +250,961 New
SAI
80
Systematic Alpha Investments
New Jersey
$15.1M
Franklin Resources
81
Franklin Resources
California
$13.6M -$4.48M -74,463 -25%
MSV
82
MN Services Vermogensbeheer
Netherlands
$13M +$186K +3,100 +1%
CGH
83
Crossmark Global Holdings
Texas
$12.7M -$183K -3,044 -1%
MSE
84
MUFG Securities EMEA
United Kingdom
$12M +$12M +200,000 New
D.E. Shaw & Co
85
D.E. Shaw & Co
New York
$11.2M +$9.21M +153,126 +468%
VMPIC
86
Varma Mutual Pension Insurance Co
Finland
$11M +$884K +14,700 +9%
AC
87
Addenda Capital
Quebec, Canada
$10.4M +$4.81K +80 +0.1%
SG
88
Sienna Gestion
France
$10.2M
Man Group
89
Man Group
United Kingdom
$9.56M -$1.14M -18,957 -11%
Royal London Asset Management
90
Royal London Asset Management
United Kingdom
$9.49M
Zurich Cantonal Bank
91
Zurich Cantonal Bank
Switzerland
$8.92M -$18.2M -302,745 -67%
GP
92
Guardian Partners
Canada
$8.84M -$261K -4,339 -3%
LOAMS
93
Lombard Odier Asset Management (Switzerland)
Switzerland
$8.2M -$1.57M -26,077 -16%
AF
94
Aviso Financial
Ontario, Canada
$7.66M -$176K -2,926 -2%
LF
95
Lansforsakringar Fondforvaltning
Sweden
$7.44M
LSWM
96
Lorne Steinberg Wealth Management
Canada
$7.07M +$93.3K +1,552 +1%
Two Sigma Investments
97
Two Sigma Investments
New York
$6.9M -$13.3M -221,610 -66%
OSAM
98
O'Shaughnessy Asset Management
Connecticut
$6.69M +$804K +13,375 +14%
A
99
AustralianSuper
Australia
$6.4M -$2.85M -47,444 -31%
Caisse de Depot et Placement du Quebec (CDPQ)
100
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$6.31M -$9.57M -159,064 -60%

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.