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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
IIM
176
INTECH Investment Management
Florida
$1.58M +$389K +6,336 +36%
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$1.52M -$187K -3,046 -12%
OCAM
178
Onex Canada Asset Management
Ontario, Canada
$1.49M -$1.72M -28,123 -56%
AV
179
ASR Vermogensbeheer
Netherlands
$1.49M
Osaic Holdings
180
Osaic Holdings
Arizona
$1.47M +$416K +6,783 +44%
MAC
181
Mason & Associates (California)
California
$1.46M
Jane Street
182
Jane Street
New York
$1.46M +$426K +6,948 +46%
Wells Fargo
183
Wells Fargo
California
$1.45M -$73.4K -1,197 -5%
PNC Financial Services Group
184
PNC Financial Services Group
Pennsylvania
$1.42M +$189K +3,080 +17%
ECM
185
ExodusPoint Capital Management
New York
$1.38M +$1.27M +20,726 New
LNWWM
186
Laird Norton Wetherby Wealth Management
California
$1.38M +$1.27M +20,700 New
Ameriprise
187
Ameriprise
Minnesota
$1.36M -$535K -8,728 -35%
CAPTRUST Financial Advisors
188
CAPTRUST Financial Advisors
North Carolina
$1.36M -$448K -7,313 -26%
HT
189
HAP Trading
New York
$1.36M -$491K -8,000 -35%
KAS
190
Kestra Advisory Services
Texas
$1.35M +$57.2K +933 +5%
HNB
191
Hilltop National Bank
Wyoming
$1.34M +$1.24M +20,239 New
SEI Investments
192
SEI Investments
Pennsylvania
$1.33M +$23.2K +379 +2%
ARG
193
Advisory Resource Group
Oklahoma
$1.29M -$27.2K -443 -2%
SFA
194
Sequoia Financial Advisors
Ohio
$1.28M +$495K +8,065 +72%
Truist Financial
195
Truist Financial
North Carolina
$1.28M +$19.9K +324 +2%
HighTower Advisors
196
HighTower Advisors
Illinois
$1.24M -$2.82K -46 -0.2%
HSA
197
HBK Sorce Advisory
Pennsylvania
$1.21M +$1.04K +17 +0.1%
BCI
198
Brinker Capital Investments
Pennsylvania
$1.16M +$368K +5,994 +52%
TSWM
199
Tyler-Stone Wealth Management
Ohio
$1.16M
AQR Capital Management
200
AQR Capital Management
Connecticut
$1.16M +$578K +9,427 +118%

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.