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
WC
151
Westerkirk Capital
$1.88M -$229K -3,800 -11%
M&T Bank
152
M&T Bank
New York
$1.79M -$241 -4 -0%
TRCT
153
Tower Research Capital (TRC)
New York
$1.72M +$1.72M +28,630 New
Wells Fargo
154
Wells Fargo
California
$1.71M +$399K +6,639 +30%
CAM
155
Cidel Asset Management
Ontario, Canada
$1.7M +$75.2K +1,251 +5%
EAM
156
Erste Asset Management
Austria
$1.69M -$342K -5,693 -17%
VPIM
157
Vanguard Personalized Indexing Management
California
$1.68M -$152K -2,533 -8%
S
158
SignatureFD
Georgia
$1.67M +$5.47K +91 +0.3%
Assenagon Asset Management
159
Assenagon Asset Management
Luxembourg
$1.66M +$65.6K +1,091 +4%
Barclays
160
Barclays
United Kingdom
$1.61M +$7.4K +123 +0.5%
Ensign Peak Advisors
161
Ensign Peak Advisors
Utah
$1.6M -$710K -11,800 -31%
PIC
162
PCJ Investment Counsel
Ontario, Canada
$1.54M -$515K -8,560 -25%
Cerity Partners
163
Cerity Partners
New York
$1.51M -$5.41K -90 -0.4%
PFA
164
Pathway Financial Advisers
Indiana
$1.49M -$108K -1,795 -7%
Balyasny Asset Management
165
Balyasny Asset Management
Illinois
$1.45M +$1.1M +18,246 +309%
HighTower Advisors
166
HighTower Advisors
Illinois
$1.44M +$321K +5,341 +29%
Principal Financial Group
167
Principal Financial Group
Iowa
$1.43M -$108K -1,800 -7%
SAM
168
Shell Asset Management
Netherlands
$1.41M -$793K -13,187 -36%
Osaic Holdings
169
Osaic Holdings
Arizona
$1.38M +$80.7K +1,342 +6%
AV
170
ASR Vermogensbeheer
Netherlands
$1.37M +$22.1K +368 +2%
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$1.33M +$42.8K +711 +3%
ARG
172
Advisory Resource Group
Oklahoma
$1.33M +$161K +2,671 +14%
MAC
173
Mason & Associates (California)
California
$1.32M
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
$1.31M -$60K -998 -4%
Ameriprise
175
Ameriprise
Minnesota
$1.25M -$2.65K -44 -0.3%

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.