SLF icon

Sun Life Financial
SLF

Overview Fund Activity

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
Holders
438
Holders Change
+24
Holders Change %
+5.8%
% of All Funds
5.87%
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
147
Reduced
133
Closed
30
Calls
$119M
Puts
$326M
Net Calls
-$207M
Net Calls Change
-$122M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.43B
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
$446M
3
PMAM
Picton Mahoney Asset Management
Ontario, Canada
$87.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.69B
5
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$56.8M

Top Sellers

1
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$369M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$188M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$730M
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$0
5
IIM
Intact Investment Management
Quebec, Canada
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
226
Jones Financial Companies
Missouri
$608K +$74.1K +1,124 +14%
Mercer Global Advisors
227
Mercer Global Advisors
Colorado
$587K +$104K +1,561 +21%
SC
228
Syon Capital
California
$585K +$23.6K +355 +4%
CAM
229
Claret Asset Management
Quebec, Canada
$566K -$11.1K -167 -2%
LGF
230
LGT Group Foundation
Liechtenstein
$565K – – –
FSA
231
Franklin Street Advisors
North Carolina
$558K – – –
YCM
232
Yousif Capital Management
Michigan
$557K +$39.9K +600 +8%
PCIA
233
Prime Capital Investment Advisors
Kansas
$544K +$66 +1 +0%
AIS
234
AM Investment Strategies
Tennessee
$538K +$1.13K +17 +0.2%
Millennium Management
235
Millennium Management
New York
$536K -$3.32M -49,879 -86%
S
236
SimplyRich
California
$529K +$16.7K +252 +3%
DAS
237
Diversify Advisory Services
Utah
$494K +$167K +2,900 +51%
ECM
238
Evergreen Capital Management
Washington
$472K -$20.8K -313 -4%
TA
239
TFB Advisors
Kansas
$465K – – –
MM
240
MQS Management
New York
$462K +$4.05K +61 +0.9%
QP
241
Quilter Plc
United Kingdom
$458K -$153K -2,305 -25%
MA
242
MONECO Advisors
Connecticut
$457K +$133 +2 +0%
RFC
243
Regions Financial Corp
Alabama
$447K +$98.3K +1,479 +28%
DO
244
denkapparat Operations
Germany
$446K +$446K +6,700 New
PCM
245
Parsons Capital Management
Rhode Island
$443K – – –
SVWAG
246
Sound View Wealth Advisors Group
Georgia
$443K -$21.1K -317 -5%
PP
247
PDS Planning
Ohio
$433K +$15.5K +234 +4%
BPA
248
Beacon Pointe Advisors
California
$429K -$111K -1,672 -21%
WFI
249
West Family Investments
California
$429K – – –
Carson Wealth (CWM LLC)
250
Carson Wealth (CWM LLC)
Nebraska
$427K +$92.8K +1,396 +28%
8 9
10
11 12