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Sun Life Financial
SLF

Overview Fund Activity

414 hedge funds and large institutions have $14.7B invested in Sun Life Financial in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 150 increasing their positions, 127 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
-23
Holders Change %
-5.26%
% of All Funds
5.62%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
33
Increased
150
Reduced
127
Closed
46
Calls
$206M
Puts
$290M
Net Calls
-$84.8M
Net Calls Change
+$163M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$117M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$77.5M
3
VPI
Value Partners Investments
Manitoba, Canada
+$52.6M
4
JAM
Jupiter Asset Management
United Kingdom
+$51M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$50.2M

Top Sellers

1
CIBC World Market
CIBC World Market
Ontario, Canada
-$70.6M
2
Two Sigma Investments
Two Sigma Investments
New York
-$62.3M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$50.3M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$48.4M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$40.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LGF
226
LGT Group Foundation
Liechtenstein
$486K -$145K -2,540 -23%
SC
227
Syon Capital
California
$484K +$82.1K +1,434 +20%
FSA
228
Franklin Street Advisors
North Carolina
$481K – – –
PCIA
229
Prime Capital Investment Advisors
Kansas
$469K -$5.1K -89 -1%
XT
230
XTX Topco
Cayman Islands
$469K +$469K +8,185 New
BPA
231
Beacon Pointe Advisors
California
$466K +$96K +1,676 +26%
AIS
232
AM Investment Strategies
Tennessee
$463K +$973 +17 +0.2%
Jones Financial Companies
233
Jones Financial Companies
Missouri
$459K +$44.3K +783 +11%
AQR Capital Management
234
AQR Capital Management
Connecticut
$454K +$242K +4,270 +114%
YCM
235
Yousif Capital Management
Michigan
$446K – – –
S
236
SimplyRich
California
$441K – – –
ECM
237
Evergreen Capital Management
Washington
$425K +$20.4K +357 +5%
SC
238
Savant Capital
Illinois
$419K +$19.6K +342 +5%
Mercer Global Advisors
239
Mercer Global Advisors
Colorado
$417K -$107K -1,872 -20%
TA
240
TFB Advisors
Kansas
$401K – – –
SVWAG
241
Sound View Wealth Advisors Group
Georgia
$400K -$109K -1,909 -21%
MM
242
MQS Management
New York
$395K +$395K +6,891 New
MA
243
MONECO Advisors
Connecticut
$394K +$115 +2 +0%
PCM
244
Parsons Capital Management
Rhode Island
$382K – – –
WFI
245
West Family Investments
California
$370K +$46.7K +816 +14%
DTC
246
Davidson Trust Company
Washington
$365K – – –
Baird Financial Group
247
Baird Financial Group
Wisconsin
$363K +$24.2K +423 +7%
FCI
248
Financial Counselors Inc
Kansas
$361K -$106K -1,852 -23%
PP
249
PDS Planning
Ohio
$360K +$43.6K +761 +14%
PI
250
PFG Investments
New York
$351K +$2.18K +38 +0.6%
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