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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
SAM
151
Shell Asset Management
Netherlands
$2.44M +$1.2M +19,600 +115%
WC
152
Westerkirk Capital
$2.33M +$2.15M +35,060 New
QCG
153
Quadrant Capital Group
Ohio
$2.32M +$66.7K +1,087 +3%
CP
154
Cumberland Partners
Ontario, Canada
$2.3M +$231K +3,770 +12%
CPCM
155
Cardinal Point Capital Management
Ontario, Canada
$2.29M -$43.4K -708 -2%
PIC
156
PCJ Investment Counsel
Ontario, Canada
$2.28M +$2.1M +34,290 New
IMCOOI
157
Investment Management Corp of Ontario (IMCO)
Canada
$2.28M -$147K -2,400 -7%
VSQM
158
V-Square Quantitative Management
Illinois
$2.25M
D.E. Shaw & Co
159
D.E. Shaw & Co
New York
$2.18M +$2.01M +32,714 New
VPIM
160
Vanguard Personalized Indexing Management
California
$2.02M +$321K +5,231 +21%
M&T Bank
161
M&T Bank
New York
$1.98M -$491 -8 -0%
GIBU
162
Gulf International Bank (UK)
United Kingdom
$1.94M -$268K -4,371 -13%
MGP
163
M&G plc
United Kingdom
$1.92M
S
164
SignatureFD
Georgia
$1.84M +$50.8K +829 +3%
CAM
165
Cidel Asset Management
Ontario, Canada
$1.8M +$22.4K +366 +1%
Barclays
166
Barclays
United Kingdom
$1.77M +$513K +8,369 +46%
PFA
167
Pathway Financial Advisers
Indiana
$1.77M -$24.5K -400 -1%
Assenagon Asset Management
168
Assenagon Asset Management
Luxembourg
$1.76M -$67.1K -1,094 -4%
Acadian Asset Management
169
Acadian Asset Management
Massachusetts
$1.74M -$4.58M -74,700 -74%
Principal Financial Group
170
Principal Financial Group
Iowa
$1.7M -$61.3K -1,000 -4%
AIM
171
Aigen Investment Management
New York
$1.68M -$226K -3,685 -17%
Cerity Partners
172
Cerity Partners
New York
$1.68M +$21K +342 +1%
Capital World Investors
173
Capital World Investors
California
$1.65M
PP
174
Prudential plc
United Kingdom
$1.64M -$186K -3,032 -11%
Envestnet Asset Management
175
Envestnet Asset Management
Illinois
$1.63M +$160K +2,613 +12%

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.