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Sun Life Financial
SLF

Overview Fund Activity

436 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, 131 reducing their positions, and 30 closing their positions.

Holders
436
Holders Change
+22
Holders Change %
+5.31%
% of All Funds
5.85%
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
131
Closed
30
Calls
$119M
Puts
$326M
Net Calls
-$208M
Net Calls Change
-$123M

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 Market Value Shares Shares
Change 		Shares
Change %
LWA
351
Lowe Wealth Advisors
Maryland
$85K 1,279 -263 -17%
PP
352
Pacifica Partners
Canada
$85K 1,288 – –
AG
353
AmeriFlex Group
Nevada
$83.9K 1,282 – –
CTC
354
Central Trust Company
Missouri
$79.7K 1,200 – –
BCWM
355
Bartlett & Co Wealth Management
Ohio
$79.7K 1,200 +1,200 New
FFA
356
Farther Finance Advisors
California
$74.2K 1,116 +834 +296%
LWCFA
357
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$73.1K 1,100 – –
NB
358
NBT Bank
New York
$71.4K 1,074 – –
AF
359
Allworth Financial
California
$69.2K 1,041 +598 +135%
CHC
360
City Holding Co
West Virginia
$66.5K 1,000 – –
JWA
361
JFS Wealth Advisors
Pennsylvania
$65.9K 991 +5 +0.5%
FGC
362
Financial Gravity Companies
Texas
$64K 963 +963 New
GEA
363
Glen Eagle Advisors
New Jersey
$63.3K 953 – –
CYG
364
Clean Yield Group
Vermont
$61.5K 925 +249 +37%
AC
365
AlphaCore Capital
California
$61.1K 919 +919 New
MCM
366
MAI Capital Management
Ohio
$59.5K 896 +492 +122%
SOW
367
State of Wyoming
Wyoming
$59.2K 891 -95 -10%
T
368
TOBAM
France
$59K 656 +656 New
AWM
369
Abound Wealth Management
Tennessee
$58.1K 874 – –
TC
370
Tacita Capital
Ontario, Canada
$57.2K 860 +860 New
MA
371
MCF Advisors
Kentucky
$53.2K 800 – –
RI
372
Ridgewood Investments
New Jersey
$53.2K 800 – –
PWMG
373
Private Wealth Management Group
New Jersey
$53K 797 – –
ADL
374
Asset Dedication LLC
California
$52.3K 787 – –
OC
375
Oakworth Capital
Alabama
$49.7K 748 – –
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15
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