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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
QCM
101
Quantinno Capital Management
New York
$5.84M +$217K +3,608 +4%
WCA
102
Waratah Capital Advisors
Ontario, Canada
$5.8M -$4.69M -77,978 -45%
OBAM
103
ODDO BHF Asset Management
France
$5.44M -$607K -10,100 -13%
AllianceBernstein
104
AllianceBernstein
Tennessee
$5.34M +$2.58M +42,869 +93%
Skandinaviska Enskilda Banken (SEB)
105
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.33M -$8.6K -143 -0.2%
SLAM
106
Swiss Life Asset Management
$5.25M +$901K +14,980 +21%
BC
107
Burney Company
Virginia
$5.2M -$26.3K -437 -0.5%
PFSRSONJ
108
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.98M -$592K -9,849 -11%
QC
109
Quadrature Capital
United Kingdom
$4.92M -$11.2M -185,600 -69%
Creative Planning
110
Creative Planning
Kansas
$4.82M +$771K +12,811 +19%
Cetera Investment Advisers
111
Cetera Investment Advisers
Illinois
$4.82M +$953K +15,849 +25%
M
112
MOTCO
Texas
$4.48M -$11.7K -194 -0.3%
UIM
113
USS Investment Management
United Kingdom
$4.44M
Raymond James Financial
114
Raymond James Financial
Florida
$4.34M +$268K +4,448 +7%
MPM
115
Meritage Portfolio Management
Kansas
$4.34M -$81.9K -1,361 -2%
Qube Research & Technologies (QRT)
116
Qube Research & Technologies (QRT)
United Kingdom
$4.18M -$2.67M -44,329 -39%
Stifel Financial
117
Stifel Financial
Missouri
$4.1M +$99.9K +1,661 +2%
Janus Henderson Group
118
Janus Henderson Group
United Kingdom
$3.95M -$108K -1,800 -3%
HPG
119
Harvest Portfolios Group
Ontario, Canada
$3.84M +$612K +10,177 +19%
URS
120
Utah Retirement Systems
Utah
$3.8M -$86.6K -1,440 -2%
JFL
121
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.69M +$164K +2,725 +5%
MSRPS
122
Maryland State Retirement & Pension System
Maryland
$3.57M +$334K +5,560 +10%
GAM
123
Generali Asset Management
Italy
$3.53M +$76.8K +1,277 +3%
LPL Financial
124
LPL Financial
California
$3.5M +$216K +3,588 +7%
SF
125
Symphony Financial
Texas
$3.5M -$223K -3,715 -6%

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.