SLF icon

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 %
DWM
376
Dogwood Wealth Management
Kansas
$18.7K – – –
MIA
377
MeadowBrook Investment Advisors
Michigan
$16.5K – – –
FFA
378
Farther Finance Advisors
California
$16.4K -$7.21K -124 -31%
YAL
379
Your Advocates Ltd
Texas
$15.7K – – –
ZBNA
380
Zions Bancorporation, National Association
Utah
$14.7K +$14.7K +256 New
SIS
381
Strategic Investment Solutions
Illinois
$14.1K – – –
SS
382
SBI Securities
Japan
$13.9K -$57 -1 -0.4%
BL
383
BFSG LLC
California
$12.9K – – –
GBT
384
Grove Bank & Trust
Florida
$12.7K – – –
BIA
385
Bell Investment Advisors
California
$12.6K -$1.15K -20 -8%
HFS
386
Hughes Financial Services
Virginia
$11.9K +$11.9K +205 New
BSB
387
Bangor Savings Bank
Maine
$11.5K – – –
BBPWM
388
Blue Bell Private Wealth Management
Pennsylvania
$10.7K – – –
PTC
389
Private Trust Company
Ohio
$10.7K – – –
CCM
390
Coldstream Capital Management
Washington
$10.2K +$10.2K +178 New
LWANC
391
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.74K – – –
HPC
392
HM Payson & Co
Maine
$9.74K – – –
WTA
393
Washington Trust Advisors
Massachusetts
$9.45K – – –
MG
394
Mather Group
Illinois
$8.62K – – –
AA
395
Ancora Advisors
Ohio
$8.47K – – –
PS
396
Principal Securities
Iowa
$8.01K – – –
SS
397
Sunbelt Securities
Texas
$6.99K – – –
LFG
398
Larson Financial Group
Missouri
$6.7K +$4.98K +87 +290%
NA
399
NewEdge Advisors
Louisiana
$6.04K -$2K -35 -25%
KFI
400
Key Financial Inc
Pennsylvania
$5.67K – – –
14 15
16
17 18