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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 %
CYG
351
Clean Yield Group
Vermont
$38.7K – – –
HCP
352
Hexagon Capital Partners
Arkansas
$38.1K +$13.2K +231 +53%
DJSG
353
D.J. St. Germain
Massachusetts
$37.2K – – –
IMC
354
Investment Management Corporation
Virginia
$35.4K +$22K +385 +165%
GI
355
GAMMA Investing
California
$33K +$286 +5 +0.9%
MSFP
356
Mark Sheptoff Financial Planning
Connecticut
$30.3K – – –
TFIPS
357
Towarzystwo Funduszy Inwestycyjnych PZU SA
$28.7K – – –
AF
358
Advisornet Financial
Minnesota
$28.6K – – –
SA
359
SRH Advisors
Kansas
$28.6K – – –
AWM
360
Atticus Wealth Management
Florida
$28.1K – – –
AA
361
Addison Advisors
Vermont
$27.1K -$8.13K -142 -23%
W
362
WealthCollab
Washington
$26.3K – – –
AF
363
Allworth Financial
California
$25.8K +$1.87K +32 +8%
NA
364
Nordwand Advisors
Pennsylvania
$25.1K – – –
AssetMark Inc
365
AssetMark Inc
California
$24K -$4.47K -78 -16%
DSC
366
Duncker Streett & Co
Missouri
$23.7K – – –
MCM
367
MAI Capital Management
Ohio
$23.1K – – –
TFM
368
TFC Financial Management
Massachusetts
$22.4K – – –
HBW
369
Hazlett, Burt & Watson
West Virginia
$22K – – –
CPG
370
Cornerstone Planning Group
New Jersey
$21.9K -$289 -5 -1%
Lazard Asset Management
371
Lazard Asset Management
New York
$21K – – –
WIM
372
Westside Investment Management
California
$20.3K – – –
UB
373
UMB Bank
Missouri
$20.2K -$1.55K -27 -7%
TCM
374
TruNorth Capital Management
Michigan
$18.9K – – –
SAM
375
Smartleaf Asset Management
Massachusetts
$18.7K – – –
13 14
15
16 17