We are live on ! Find out more
SLF icon

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
Bessemer Group
126
Bessemer Group
New Jersey
$3.29M -$1.72M -28,641 -34%
Two Sigma Advisers
127
Two Sigma Advisers
New York
$3.28M -$1.05M -17,500 -24%
Renaissance Technologies
128
Renaissance Technologies
New York
$3.22M -$1.2M -20,000 -27%
Commonwealth Equity Services
129
Commonwealth Equity Services
Massachusetts
$3.2M -$205K -3,407 -6%
Natixis Advisors
130
Natixis Advisors
Massachusetts
$3.08M -$47.2K -784 -2%
NP
131
Ninepoint Partners
Ontario, Canada
$2.92M -$4.39K -73 -0.2%
Millennium Management
132
Millennium Management
New York
$2.76M +$2.28M +37,901 +470%
AF
133
Avanza Fonder
Sweden
$2.73M
PP
134
PDT Partners
New York
$2.64M +$2.65M +44,016 New
Ohio Public Employees Retirement System (OPERS)
135
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.64M -$33.1K -551 -1%
Mariner
136
Mariner
Kansas
$2.6M -$410K -6,823 -14%
GIM
137
Gold Investment Management
Alberta, Canada
$2.57M +$115K +1,917 +5%
KIA
138
Kraematon Investment Advisors
Massachusetts
$2.57M +$5.77K +96 +0.2%
GIBU
139
Gulf International Bank (UK)
United Kingdom
$2.37M -$46.5K -773 -3%
State Street
140
State Street
Massachusetts
$2.35M -$24.7K -411 -1%
AIM
141
Achmea Investment Management
Netherlands
$2.34M +$2.34M +38,975 New
XT
142
XTX Topco
Cayman Islands
$2.31M +$2.31M +38,400 New
MGP
143
Metis Global Partners
California
$2.24M -$54.4K -904 -2%
MR
144
Munich Reinsurance
$2.12M +$2.12M +35,254 New
HT
145
HAP Trading
New York
$2.09M +$601K +10,000 +67%
Capital World Investors
146
Capital World Investors
California
$2.07M +$590K +9,805 +40%
VSQM
147
V-Square Quantitative Management
Illinois
$2.06M -$12.4K -206 -0.8%
QCG
148
Quadrant Capital Group
Ohio
$2.01M -$89.4K -1,486 -4%
PP
149
Prudential plc
United Kingdom
$1.96M +$479K +7,969 +32%
CPCM
150
Cardinal Point Capital Management
Ontario, Canada
$1.92M -$150K -2,500 -7%

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.