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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
IMCOOI
176
Investment Management Corp of Ontario (IMCO)
Canada
$1.25M -$812K -13,500 -39%
IIM
177
INTECH Investment Management
Florida
$1.23M -$194K -3,226 -14%
Jane Street
178
Jane Street
New York
$1.23M -$82.6K -1,374 -6%
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$1.23M +$120 +2 +0%
Envestnet Asset Management
180
Envestnet Asset Management
Illinois
$1.23M -$239K -3,981 -16%
LNWWM
181
Laird Norton Wetherby Wealth Management
California
$1.22M -$26.5K -441 -2%
HNB
182
Hilltop National Bank
Wyoming
$1.21M
KAS
183
Kestra Advisory Services
Texas
$1.21M -$7.94K -132 -0.7%
HSA
184
HBK Sorce Advisory
Pennsylvania
$1.14M +$2.23K +37 +0.2%
BCI
185
Brinker Capital Investments
Pennsylvania
$1.13M +$82K +1,364 +8%
OPA
186
Old Port Advisors
Maine
$1.12M +$379K +6,305 +51%
SFA
187
Sequoia Financial Advisors
Ohio
$1.09M -$73.7K -1,225 -6%
Corient Private Wealth
188
Corient Private Wealth
Florida
$1.08M +$139K +2,314 +15%
BFG
189
Bleakley Financial Group
New Jersey
$1.03M +$115K +1,910 +13%
VCA
190
Verdence Capital Advisors
Maryland
$1.02M +$272K +4,516 +38%
FCM
191
FJ Capital Management
Virginia
$980K +$982K +16,324 New
Cambridge Investment Research Advisors
192
Cambridge Investment Research Advisors
Iowa
$979K +$267K +4,432 +37%
VA
193
Vident Advisory
Georgia
$975K -$1.31M -21,707 -57%
IC
194
IEQ Capital
California
$874K +$574K +9,541 +190%
VT
195
Vise Technologies
New York
$873K +$36.5K +607 +4%
Credit Agricole
196
Credit Agricole
France
$861K +$862K +14,336 New
William Blair & Company
197
William Blair & Company
Illinois
$855K -$4.27K -71 -0.5%
AQR Capital Management
198
AQR Capital Management
Connecticut
$851K -$196K -3,266 -19%
Arrowstreet Capital
199
Arrowstreet Capital
Massachusetts
$842K -$11.9M -197,450 -93%
UM
200
UniSuper Management
Australia
$819K

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.