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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 %
IMC
376
Investment Management Corporation
Virginia
$47.9K 721 +102 +16%
AA
377
Addison Advisors
Vermont
$46.8K 704 +231 +49%
BTD
378
BankPlus Trust Department
Mississippi
$45.3K 681 – –
API
379
Asset Planning Inc
California
$45.1K 678 – –
LI
380
Louisbourg Investments
New Brunswick, Canada
$43.2K 650 -417 -39%
WIM
381
Westside Investment Management
California
$38.4K 578 +223 +63%
GI
382
GAMMA Investing
California
$38.3K 576 – –
GRP
383
Global Retirement Partners
California
$36.6K 551 +551 New
MSFP
384
Mark Sheptoff Financial Planning
Connecticut
$35.2K 530 – –
AF
385
Advisornet Financial
Minnesota
$33.2K 500 – –
SA
386
SRH Advisors
Kansas
$33.2K 500 – –
TFIPS
387
Towarzystwo Funduszy Inwestycyjnych PZU SA
$33.1K 500 – –
AWM
388
Atticus Wealth Management
Florida
$32.6K 491 – –
W
389
WealthCollab
Washington
$30.6K 460 – –
PTC
390
Private Trust Company
Ohio
$28.5K 429 +243 +131%
LFG
391
Larson Financial Group
Missouri
$28.4K 428 +311 +266%
DSC
392
Duncker Streett & Co
Missouri
$27.5K 414 – –
TFM
393
TFC Financial Management
Massachusetts
$26K 392 – –
GWM
394
Geneos Wealth Management
Colorado
$26K 391 -561 -59%
Lazard Asset Management
395
Lazard Asset Management
New York
$25K 380 – –
HBW
396
Hazlett, Burt & Watson
West Virginia
$25K 370 – –
AAP
397
Arax Advisory Partners
Colorado
$24.3K 34 +34 New
UB
398
UMB Bank
Missouri
$23.5K 353 – –
CPG
399
Cornerstone Planning Group
New Jersey
$23K 379 – –
TCM
400
TruNorth Capital Management
Michigan
$21.9K 330 – –
14 15
16
17 18