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Sun Life Financial

438 hedge funds and large institutions have $17.6B invested in Sun Life Financial in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 147 increasing their positions, 133 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

2.09% more ownership

Funds ownership: 44.84%46.93% (+2.1%)

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
438
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$119M
Puts
$326M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.43B
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.69B
TD Asset Management
3
TD Asset Management
Ontario, Canada
$1.05B
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$730M
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$719M
1832 Asset Management
6
1832 Asset Management
Ontario, Canada
$674M
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$553M
National Bank of Canada
8
National Bank of Canada
Quebec, Canada
$446M
FDCDDQ
9
Federation des caisses Desjardins du Quebec
Quebec, Canada
$417M
Bank of Nova Scotia
10
Bank of Nova Scotia
Ontario, Canada
$410M
Toronto Dominion Bank
11
Toronto Dominion Bank
Ontario, Canada
$382M
CIBC Asset Management
12
CIBC Asset Management
Ontario, Canada
$369M
Norges Bank
13
Norges Bank
Norway
$363M
CIBC World Market
14
CIBC World Market
Ontario, Canada
$343M
Connor, Clark & Lunn Investment Management (CC&L)
15
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$317M
Fidelity Investments
16
Fidelity Investments
Massachusetts
$314M
Geode Capital Management
17
Geode Capital Management
Massachusetts
$312M
BGC
18
Beutel, Goodman & Co
Ontario, Canada
$306M
Legal & General Group
19
Legal & General Group
United Kingdom
$232M
Goldman Sachs
20
Goldman Sachs
New York
$210M
SC
21
Scotia Capital
Ontario, Canada
$206M
Canada Pension Plan Investment Board
22
Canada Pension Plan Investment Board
Ontario, Canada
$188M
LBA
23
Letko, Brosseau & Associates
Quebec, Canada
$183M
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$166M
Morgan Stanley
25
Morgan Stanley
New York
$146M