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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
5.88%
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
1
Royal Bank of Canada
Ontario, Canada
$3.43B
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$446M
3
PMAM
3
Picton Mahoney Asset Management
Ontario, Canada
$87.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.69B
5
Public Sector Pension Investment Board (PSP Investments)
5
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$56.8M

Top Sellers

1
CIBC Asset Management
1
CIBC Asset Management
Ontario, Canada
$369M
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$188M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$730M
4
AIMCA
4
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$0
5
IIM
5
Intact Investment Management
Quebec, Canada
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
301
Canopy Partners
Ohio
$256K – – –
MMPW
302
Mitchell McLeod Pugh & Williams
Alabama
$256K – – –
P
303
&Partners
Tennessee
$253K +$5.12K +77 +2%
WDL
304
Well Done LLC
Michigan
$250K +$1.06K +16 +0.4%
Luther King Capital Management (LKCM)
305
Luther King Capital Management (LKCM)
Texas
$249K -$86.3K -1,299 -26%
MFG
306
Merit Financial Group
Georgia
$245K +$12.4K +187 +5%
MML Investors Services
307
MML Investors Services
Massachusetts
$243K +$1.26K +19 +0.5%
BCM
308
Bayesian Capital Management
New York
$241K +$241K +3,630 New
FPAS
309
Focus Partners Advisor Solutions
Missouri
$240K +$240K +3,608 New
HWM
310
HB Wealth Management
Georgia
$237K +$237K +3,569 New
NP
311
Nilsine Partners
Colorado
$237K – – –
Prudential Financial
312
Prudential Financial
New Jersey
$232K +$232K +3,500 New
ALAM
313
Asahi Life Asset Management
Japan
$229K +$229K +3,450 New
MFIM
314
Mesirow Financial Investment Management
Illinois
$227K +$227K +3,410 New
CCA
315
Checchi Capital Advisers
California
$226K -$49.4K -744 -18%
AWA
316
Arkadios Wealth Advisors
Georgia
$223K +$223K +3,361 New
IB
317
Intrust Bank
Kansas
$220K +$220K +3,308 New
SPIA
318
Steward Partners Investment Advisory
New York
$220K -$6.51K -98 -3%
1SB
319
1ST Source Bank
Indiana
$216K +$216K +3,253 New
SHM
320
Sagard Holdings Management
Ontario, Canada
$214K +$214K +3,221 New
AWM
321
Axxcess Wealth Management
California
$214K +$214K +3,216 New
JWCA
322
J.W. Cole Advisors
Florida
$212K +$212K +3,190 New
FAM
323
Flaharty Asset Management
Florida
$212K -$28.1K -423 -12%
MCM
324
McDonough Capital Management
Florida
$211K +$211K +3,182 New
JLBC
325
J.L. Bainbridge & Co
Florida
$209K +$209K +3,148 New
11 12
13
14 15