Sun Life Financial
440 hedge funds and large institutions have $15.8B invested in Sun Life Financial in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 146 increasing their positions, 143 reducing their positions, and 38 closing their positions.
42% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 38
2% more funds holding
Funds holding: 433 → 440 (+7)
4% more capital invested
Capital invested by funds: $15.1B → $15.8B (+$628M)
2% more repeat investments, than reductions
Existing positions increased: 146 | Existing positions reduced: 143
0.35% more ownership
Funds ownership: 44.83% → 45.18% (+0.35%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
67% less call options, than puts
Call options by funds: $215M | Put options by funds: $647M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$111M |
| 2 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$102M |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$77.2M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$74.9M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$72.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$307M |
| 2 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$173M |
| 3 |
CIBC Asset Management
Toronto,
Ontario, Canada
|
-$126M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
-$117M |
| 5 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$80.7M |
SLF Hedge Fund Activity: Q4 2025 in Review
440 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q4 2025, worth a combined $15.8B — up 4.2% from $15.1B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new SLF positions and 38 closed out — a net gain of 16 holders — while 146 added to existing stakes and 143 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $111M. The largest seller was Royal Bank of Canada, cutting an estimated $307M.
- 440 institutional investors held Sun Life Financial (SLF) as of Q4 2025, up from 433 in Q3 2025.
- Funds reported $15.8B of Sun Life Financial stock for Q4 2025, up 4.2% quarter-over-quarter.
- 54 funds opened new Sun Life Financial positions in Q4 2025 and 38 closed out, a net change of +16 holders.
- The largest Sun Life Financial buyer in Q4 2025 was Morgan Stanley, an estimated $111M added.
- The largest Sun Life Financial seller in Q4 2025 was Royal Bank of Canada, an estimated $307M sold.
Based on aggregated 13F filings for Q4 2025.