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.
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+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: 447 → 432 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$60.4M |
| 2 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$57.3M |
| 3 |
IIM
Intact Investment Management
Montreal,
Quebec, Canada
|
+$53.1M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$39.3M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$33.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC Asset Management
Toronto,
Ontario, Canada
|
-$126M |
| 2 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$113M |
| 3 |
PMAM
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
-$87.7M |
| 4 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$86.8M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$71.7M |
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.