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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 %
WANY
326
Wealthspire Advisors (New York)
New York
$208K +$208K +3,124 New
MOS
327
MGO One Seven
Ohio
$207K +$207K +3,119 New
OIA
328
OneDigital Investment Advisors
Kansas
$207K +$207K +3,111 New
HI
329
Harbour Investments
Wisconsin
$206K -$13.8K -207 -6%
SCP
330
Sivia Capital Partners
California
$204K +$204K +3,063 New
BGAI
331
Bruce G. Allen Investments
Colorado
$199K – – –
IBOK
332
Independence Bank of Kentucky
Kentucky
$189K – – –
FHA
333
First Horizon Advisors
Tennessee
$184K – – –
HNB
334
Huntington National Bank
Ohio
$182K -$930 -14 -0.5%
RC
335
Rexford Capital
Texas
$176K +$176K +2,655 New
LWANC
336
Laurel Wealth Advisors (North Carolina)
North Carolina
$170K +$167K +11,127 +6,545%
MPWT
337
MassMutual Private Wealth & Trust
Connecticut
$148K +$1.2K +18 +0.8%
RhumbLine Advisers
338
RhumbLine Advisers
Massachusetts
$137K -$1.66K -25 -1%
IA
339
IFP Advisors
Florida
$134K -$4.39K -66 -3%
CI
340
CX Institutional
Indiana
$126K – – –
CAL
341
Capital Advisors Ltd
Ohio
$126K – – –
AssetMark Inc
342
AssetMark Inc
California
$124K +$96.6K +1,454 +347%
PCTC
343
Perkins Coie Trust Company
Washington
$124K – – –
PGAM
344
Princeton Global Asset Management
New Jersey
$116K +$4.92K +74 +4%
EWA
345
EverSource Wealth Advisors
Alabama
$115K +$46K +692 +66%
CH
346
Cromwell Holdings
Wyoming
$114K +$31.6K +475 +38%
CWIG
347
Chung Wu Investment Group
Texas
$103K +$103K +1,553 New
AAS
348
Ameritas Advisory Services
Nebraska
$97K +$97K +1,460 New
UBP
349
Union Bancaire Privee
Switzerland
$94.2K – – –
CA
350
CoreCap Advisors
Michigan
$92.4K +$39.9K +600 +76%
12 13
14
15 16