We are live on ! Find out more
SLF icon

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
LF
101
Lansforsakringar Fondforvaltning
Sweden
$8.22M -$329K -5,363 -4%
LSWM
102
Lorne Steinberg Wealth Management
Canada
$7.74M +$21.4K +349 +0.3%
Qube Research & Technologies (QRT)
103
Qube Research & Technologies (QRT)
United Kingdom
$7.59M -$417K -6,800 -6%
LIP
104
Lighthouse Investment Partners
Florida
$7.56M +$5.32M +86,779 +323%
Macquarie Group
105
Macquarie Group
Australia
$6.96M
OBAM
106
ODDO BHF Asset Management
France
$6.82M -$319K -5,200 -6%
OSAM
107
O'Shaughnessy Asset Management
Connecticut
$6.53M -$303K -4,949 -5%
QCM
108
Quantinno Capital Management
New York
$6.23M +$773K +12,599 +16%
SFI
109
Susquehanna Fundamental Investments
Pennsylvania
$6.19M -$2.73M -44,500 -32%
PFSRSONJ
110
Police & Firemen's Retirement System of New Jersey
New Jersey
$6.16M -$442K -7,202 -7%
Skandinaviska Enskilda Banken (SEB)
111
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.91M +$549K +8,945 +11%
BC
112
Burney Company
Virginia
$5.78M -$613 -10 -0%
Bessemer Group
113
Bessemer Group
New Jersey
$5.54M +$808K +13,172 +19%
SNT
114
SIG North Trading
Pennsylvania
$5.5M -$7.03M -114,721 -58%
UIM
115
USS Investment Management
United Kingdom
$4.92M
MPM
116
Meritage Portfolio Management
Kansas
$4.89M -$107K -1,746 -2%
Renaissance Technologies
117
Renaissance Technologies
New York
$4.89M +$2.5M +40,700 +124%
SLAM
118
Swiss Life Asset Management
$4.81M -$106K -1,728 -2%
Two Sigma Advisers
119
Two Sigma Advisers
New York
$4.79M -$3.89M -63,400 -47%
M
120
MOTCO
Texas
$4.57M -$145K -2,367 -3%
Raymond James Financial
121
Raymond James Financial
Florida
$4.51M +$156K +2,538 +4%
Creative Planning
122
Creative Planning
Kansas
$4.48M +$448K +7,306 +12%
Janus Henderson Group
123
Janus Henderson Group
United Kingdom
$4.48M -$435K -7,087 -9%
Stifel Financial
124
Stifel Financial
Missouri
$4.43M +$7.17K +117 +0.2%
URS
125
Utah Retirement Systems
Utah
$4.3M

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.