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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
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.43B +$418M +6,816,721 +15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.69B +$50.7M +827,119 +3%
TD Asset Management
3
TD Asset Management
Ontario, Canada
$1.05B -$18.6M -303,824 -2%
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$730M -$70.2M -1,145,152 -9%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$719M -$30.2M -492,078 -4%
1832 Asset Management
6
1832 Asset Management
Ontario, Canada
$674M -$12.4M -202,483 -2%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$553M -$13.8M -225,302 -3%
National Bank of Canada
8
National Bank of Canada
Quebec, Canada
$446M +$97.7M +1,593,139 +31%
FDCDDQ
9
Federation des caisses Desjardins du Quebec
Quebec, Canada
$417M -$27.2M -442,947 -7%
Bank of Nova Scotia
10
Bank of Nova Scotia
Ontario, Canada
$410M +$23.1M +377,204 +7%
Toronto Dominion Bank
11
Toronto Dominion Bank
Ontario, Canada
$382M +$2.51M +40,958 +0.7%
CIBC Asset Management
12
CIBC Asset Management
Ontario, Canada
$369M -$97.3M -1,586,495 -22%
Norges Bank
13
Norges Bank
Norway
$363M -$56.9M -927,675 -15%
CIBC World Market
14
CIBC World Market
Ontario, Canada
$343M -$55.8M -910,098 -15%
Connor, Clark & Lunn Investment Management (CC&L)
15
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$317M -$11.7M -191,342 -4%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$314M -$9.08M -148,061 -3%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$312M +$46M +750,768 +19%
BGC
18
Beutel, Goodman & Co
Ontario, Canada
$306M -$17.4M -283,501 -6%
Legal & General Group
19
Legal & General Group
United Kingdom
$232M -$22.3M -364,013 -9%
Goldman Sachs
20
Goldman Sachs
New York
$210M +$23.1M +376,769 +14%
SC
21
Scotia Capital
Ontario, Canada
$206M +$1.63M +26,599 +0.9%
Canada Pension Plan Investment Board
22
Canada Pension Plan Investment Board
Ontario, Canada
$188M -$85.7M -1,397,083 -33%
LBA
23
Letko, Brosseau & Associates
Quebec, Canada
$183M -$1.3M -21,165 -0.8%
JP Morgan Chase
24
JP Morgan Chase
New York
$166M -$3.56M -58,021 -2%
Morgan Stanley
25
Morgan Stanley
New York
$146M +$8.08M +131,820 +6%

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.