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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 %
ADL
376
Asset Dedication LLC
California
$52.3K – – –
OC
377
Oakworth Capital
Alabama
$49.7K – – –
IMC
378
Investment Management Corporation
Virginia
$47.9K +$6.78K +102 +16%
AA
379
Addison Advisors
Vermont
$46.8K +$15.4K +231 +49%
BTD
380
BankPlus Trust Department
Mississippi
$45.3K – – –
API
381
Asset Planning Inc
California
$45.1K – – –
LI
382
Louisbourg Investments
New Brunswick, Canada
$43.2K -$27.7K -417 -39%
WIM
383
Westside Investment Management
California
$38.4K +$14.8K +223 +63%
GI
384
GAMMA Investing
California
$38.3K – – –
GRP
385
Global Retirement Partners
California
$36.6K +$36.6K +551 New
MSFP
386
Mark Sheptoff Financial Planning
Connecticut
$35.2K – – –
AF
387
Advisornet Financial
Minnesota
$33.2K – – –
SA
388
SRH Advisors
Kansas
$33.2K – – –
TFIPS
389
Towarzystwo Funduszy Inwestycyjnych PZU SA
$33.1K – – –
AWM
390
Atticus Wealth Management
Florida
$32.6K – – –
W
391
WealthCollab
Washington
$30.6K – – –
PTC
392
Private Trust Company
Ohio
$28.5K +$16.2K +243 +131%
LFG
393
Larson Financial Group
Missouri
$28.4K +$20.7K +311 +266%
DSC
394
Duncker Streett & Co
Missouri
$27.5K – – –
TFM
395
TFC Financial Management
Massachusetts
$26K – – –
GWM
396
Geneos Wealth Management
Colorado
$26K -$37.3K -561 -59%
Lazard Asset Management
397
Lazard Asset Management
New York
$25K – – –
HBW
398
Hazlett, Burt & Watson
West Virginia
$25K – – –
AAP
399
Arax Advisory Partners
Colorado
$24.3K +$24.3K +34 New
UB
400
UMB Bank
Missouri
$23.5K – – –
14 15
16
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