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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
5.87%
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
Royal Bank of Canada
Ontario, Canada
+$453M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$106M
3
PMAM
Picton Mahoney Asset Management
Ontario, Canada
+$87.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$55M
5
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
+$53.1M

Top Sellers

1
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
-$106M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$93M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$76.2M
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$72M
5
IIM
Intact Investment Management
Quebec, Canada
-$61.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
351
Ryan Investment Management
Colorado
$90.2K +$90.2K +1,358 New
B
352
Birchbrook
Maine
$86.1K – – –
LWA
353
Lowe Wealth Advisors
Maryland
$85K -$17.5K -263 -17%
PP
354
Pacifica Partners
Canada
$85K – – –
AG
355
AmeriFlex Group
Nevada
$83.9K – – –
CTC
356
Central Trust Company
Missouri
$79.7K – – –
BCWM
357
Bartlett & Co Wealth Management
Ohio
$79.7K +$79.7K +1,200 New
FFA
358
Farther Finance Advisors
California
$74.2K +$55.4K +834 +296%
LWCFA
359
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$73.1K – – –
NB
360
NBT Bank
New York
$71.4K – – –
AF
361
Allworth Financial
California
$69.2K +$39.7K +598 +135%
CHC
362
City Holding Co
West Virginia
$66.5K – – –
JWA
363
JFS Wealth Advisors
Pennsylvania
$65.9K +$332 +5 +0.5%
FGC
364
Financial Gravity Companies
Texas
$64K +$64K +963 New
GEA
365
Glen Eagle Advisors
New Jersey
$63.3K – – –
CYG
366
Clean Yield Group
Vermont
$61.5K +$16.5K +249 +37%
AC
367
AlphaCore Capital
California
$61.1K +$61.1K +919 New
MCM
368
MAI Capital Management
Ohio
$59.5K +$32.7K +492 +122%
SOW
369
State of Wyoming
Wyoming
$59.2K -$6.31K -95 -10%
T
370
TOBAM
France
$59K +$59K +656 New
AWM
371
Abound Wealth Management
Tennessee
$58.1K – – –
TC
372
Tacita Capital
Ontario, Canada
$57.2K +$57.2K +860 New
MA
373
MCF Advisors
Kentucky
$53.2K – – –
RI
374
Ridgewood Investments
New Jersey
$53.2K – – –
PWMG
375
Private Wealth Management Group
New Jersey
$53K – – –
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15
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