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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
Cetera Investment Advisers
126
Cetera Investment Advisers
Illinois
$4.28M +$92.8K +1,514 +2%
EAM
127
Erste Asset Management
Austria
$4.2M +$349K +5,693 +20%
OTPPB
128
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.07M +$1.09M +17,799 +41%
SF
129
Symphony Financial
Texas
$4.04M +$3.83M +62,477 New
JFL
130
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.9M +$12K +195 +0.3%
Commonwealth Equity Services
131
Commonwealth Equity Services
Massachusetts
$3.77M -$76.8K -1,253 -2%
GAM
132
Generali Asset Management
Italy
$3.72M -$596K -9,715 -19%
LPL Financial
133
LPL Financial
California
$3.63M +$330K +5,375 +11%
TPM
134
Triasima Portfolio Management
Quebec, Canada
$3.63M -$944K -15,400 -22%
MSRPS
135
Maryland State Retirement & Pension System
Maryland
$3.59M
HPG
136
Harvest Portfolios Group
Ontario, Canada
$3.58M +$34K +554 +1%
Natixis Advisors
137
Natixis Advisors
Massachusetts
$3.46M +$235K +3,827 +8%
Mariner
138
Mariner
Kansas
$3.33M +$671K +10,946 +28%
NP
139
Ninepoint Partners
Ontario, Canada
$3.23M -$875K -14,272 -23%
AllianceBernstein
140
AllianceBernstein
Tennessee
$3.06M +$159K +2,591 +6%
AF
141
Avanza Fonder
Sweden
$2.96M
Ohio Public Employees Retirement System (OPERS)
142
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.95M -$825K -13,452 -23%
KIA
143
Kraematon Investment Advisors
Massachusetts
$2.84M -$19.4K -317 -0.7%
ClearBridge Investments
144
ClearBridge Investments
New York
$2.77M -$18K -293 -0.7%
GIM
145
Gold Investment Management
Alberta, Canada
$2.72M +$15K +245 +0.6%
State Street
146
State Street
Massachusetts
$2.63M -$430K -7,019 -15%
Ensign Peak Advisors
147
Ensign Peak Advisors
Utah
$2.56M -$98.1K -1,600 -4%
MGP
148
Metis Global Partners
California
$2.54M +$144K +2,356 +7%
VA
149
Vident Advisory
Georgia
$2.52M +$150K +2,454 +7%
MME
150
Meag Munich Ergo
Germany
$2.49M -$42.8K -698 -2%

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.