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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 %
IC
276
IEQ Capital
California
$333K +$14K +210 +4%
CFO
277
CVA Family Office
Colorado
$332K – – –
SCM
278
Stonebridge Capital Management
California
$332K – – –
CWS
279
Confluence Wealth Services
Pennsylvania
$331K – – –
VCM
280
Versant Capital Management
Arizona
$330K -$7.38K -111 -2%
FRM
281
Fox Run Management
Connecticut
$319K +$319K +4,794 New
RWM
282
Ritholtz Wealth Management
New York
$317K -$1.53K -23 -0.5%
BEI
283
Benjamin Edwards Inc
Missouri
$302K -$33.9K -510 -10%
CAM
284
Cozad Asset Management
Illinois
$291K – – –
CCT
285
Capital City Trust
Florida
$291K -$14.4K -216 -5%
BTI
286
Blue Trust Inc
Georgia
$288K +$60.1K +904 +26%
PFA
287
Pathway Financial Advisors
Vermont
$288K – – –
WT
288
Washington Trust
Rhode Island
$287K -$3.12K -47 -1%
GIM
289
Glenmede Investment Management
Pennsylvania
$287K +$287K +4,312 New
NW
290
NewEdge Wealth
Pennsylvania
$284K -$1.29K -21 -0.5%
SDJVC
291
St. Denis J. Villere & Co
Louisiana
$278K – – –
BJL
292
Brighton Jones LLC
Washington
$274K -$35.6K -535 -11%
PA
293
Parallel Advisors
California
$274K +$6.05K +91 +2%
EWA
294
EP Wealth Advisors
California
$274K +$274K +4,122 New
GC
295
Grimes & Company
Massachusetts
$271K +$3.06K +46 +1%
N
296
Natixis
France
$270K -$4.54M -68,315 -94%
EMCIP
297
Ewing Morris & Co Investment Partners
Ontario, Canada
$270K – – –
FRA
298
Frank Rimerman Advisors
California
$270K +$270K +4,058 New
HAG
299
HighPoint Advisor Group
Illinois
$259K -$28.4K -428 -10%
NB
300
Northwest Bancshares
Pennsylvania
$259K – – –
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