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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 %
AG
326
AmeriFlex Group
Nevada
$73.4K +$73.4K +1,282 New
CH
327
Cromwell Holdings
Wyoming
$71.2K -$3.84K -67 -5%
CTC
328
Central Trust Company
Missouri
$68.7K – – –
PIM
329
Plato Investment Management
Australia
$66.4K -$34.5K -597 -34%
LWCFA
330
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$63.6K – – –
NB
331
NBT Bank
New York
$61.5K – – –
LI
332
Louisbourg Investments
New Brunswick, Canada
$61.1K -$10.6K -185 -15%
EWA
333
EverSource Wealth Advisors
Alabama
$59.7K +$14.5K +254 +32%
CHC
334
City Holding Co
West Virginia
$57.3K -$57.3K -1,000 -50%
JWA
335
JFS Wealth Advisors
Pennsylvania
$56.5K -$2.63K -46 -4%
SOW
336
State of Wyoming
Wyoming
$56.5K -$473K -8,261 -89%
FGAM
337
Financial Gravity Asset Management
Texas
$55.1K +$55.1K +963 New
GEA
338
Glen Eagle Advisors
New Jersey
$54.5K – – –
GWM
339
Geneos Wealth Management
Colorado
$54.5K +$32.1K +561 +143%
WSFS
340
Wilmington Savings Fund Society
Delaware
$50.3K – – –
AWM
341
Abound Wealth Management
Tennessee
$50K – – –
MA
342
MCF Advisors
Kentucky
$45.8K – – –
RI
343
Ridgewood Investments
New Jersey
$45.8K – – –
PWMG
344
Private Wealth Management Group
New Jersey
$45.6K – – –
CA
345
CoreCap Advisors
Michigan
$45.3K +$172 +3 +0.4%
ADL
346
Asset Dedication LLC
California
$45.1K – – –
DMIC
347
Dixon Mitchell Investment Counsel
British Columbia, Canada
$42.9K – – –
OC
348
Oakworth Capital
Alabama
$42.8K – – –
BTD
349
BankPlus Trust Department
Mississippi
$39K – – –
API
350
Asset Planning Inc
California
$38.8K – – –
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