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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 %
GAM
276
Gotham Asset Management
New York
$277K -$177K -3,090 -39%
TI
277
Tidal Investments
Wisconsin
$277K -$18.2K -318 -6%
IC
278
IEQ Capital
California
$275K +$2.06K +36 +0.8%
RWM
279
Ritholtz Wealth Management
New York
$275K – – –
BJL
280
Brighton Jones LLC
Washington
$267K +$32K +559 +14%
NW
281
NewEdge Wealth
Pennsylvania
$266K +$1.2K +21 +0.5%
BP
282
Ballentine Partners
Massachusetts
$263K +$263K +4,599 New
CCT
283
Capital City Trust
Florida
$263K -$57 -1 -0%
KJHP
284
K.J. Harrison & Partners
Ontario, Canada
$263K +$14.4K +251 +6%
HAG
285
HighPoint Advisor Group
Illinois
$256K +$10.7K +181 +4%
CAM
286
Cozad Asset Management
Illinois
$251K – – –
WT
287
Washington Trust
Rhode Island
$250K -$407K -7,104 -62%
PFA
288
Pathway Financial Advisors
Vermont
$248K – – –
SDJVC
289
St. Denis J. Villere & Co
Louisiana
$239K – – –
CCA
290
Checchi Capital Advisers
California
$237K +$24.5K +428 +12%
BI
291
Ballast Inc
Kentucky
$234K – – –
PA
292
Parallel Advisors
California
$231K -$9.62K -168 -4%
GC
293
Grimes & Company
Massachusetts
$231K +$33.8K +590 +17%
HCM
294
Heathbridge Capital Management
Ontario, Canada
$229K – – –
LC
295
Lindbrook Capital
California
$224K +$5.73K +100 +3%
NB
296
Northwest Bancshares
Pennsylvania
$223K – – –
Focus Partners Wealth
297
Focus Partners Wealth
Massachusetts
$223K -$69K -1,205 -24%
WDL
298
Well Done LLC
Michigan
$222K +$890 +15 +0.4%
CP
299
Canopy Partners
Ohio
$221K -$4.98K -87 -2%
MMPW
300
Mitchell McLeod Pugh & Williams
Alabama
$220K – – –
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