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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
Corient Private Wealth
201
Corient Private Wealth
Florida
$1.05M +$20.7K +338 +2%
Walleye Capital
202
Walleye Capital
New York
$1.05M +$965K +15,732 New
Victory Capital Management
203
Victory Capital Management
Texas
$1.02M +$940K +15,323 New
BFG
204
Bleakley Financial Group
New Jersey
$1.01M +$166K +2,707 +22%
US Bancorp
205
US Bancorp
Minnesota
$986K -$65.3K -1,065 -7%
William Blair & Company
206
William Blair & Company
Illinois
$951K +$123 +2 +0%
VT
207
Vise Technologies
New York
$926K +$854K +13,929 New
UM
208
UniSuper Management
Australia
$888K -$79.7K -1,300 -12%
IAA
209
Independent Advisor Alliance
North Carolina
$861K -$86.3K -1,407 -10%
AAS
210
Avantax Advisory Services
Texas
$851K +$67K +1,093 +9%
OPA
211
Old Port Advisors
Maine
$822K +$758K +12,367 New
RG
212
Rathbones Group
United Kingdom
$819K -$18.7K -305 -2%
Cambridge Investment Research Advisors
213
Cambridge Investment Research Advisors
Iowa
$789K -$61.9K -1,009 -8%
VCA
214
Verdence Capital Advisors
Maryland
$786K -$3.92K -64 -0.5%
Pathstone Holdings
215
Pathstone Holdings
New Jersey
$745K +$16.3K +265 +2%
PAG
216
Private Advisor Group
New Jersey
$722K +$355K +5,796 +114%
Fifth Third Bancorp
217
Fifth Third Bancorp
Ohio
$718K +$9.14K +149 +1%
NAM
218
NorthCrest Asset Manangement
Minnesota
$706K
Janney Montgomery Scott
219
Janney Montgomery Scott
Pennsylvania
$706K
UPS
220
UHLMANN PRICE SECURITIES
Illinois
$695K +$641K +10,461 New
Brown Advisory
221
Brown Advisory
Maryland
$688K -$9.01K -147 -1%
CI
222
Cigna Investments
Connecticut
$686K -$16.4K -268 -3%
Wealth Enhancement Advisory Services
223
Wealth Enhancement Advisory Services
Minnesota
$683K +$13.7K +224 +2%
SC
224
Savant Capital
Illinois
$660K +$192K +3,127 +46%
CS
225
Candriam SCA
Luxembourg
$660K -$280K -4,567 -31%

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.