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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 %
BC
401
Barrett & Company
Rhode Island
$5.38K – – –
BIG
402
Brooklyn Investment Group
New York
$3.67K +$2.92K +51 +392%
PPWM
403
PFG Private Wealth Management
Florida
$3.26K – – –
BFS
404
Bare Financial Services
Pennsylvania
$2.12K +$2.12K +37 New
PCM
405
Penserra Capital Management
California
$2K – – –
SO
406
Sierra Ocean
California
$1.89K – – –
TPCW
407
TD Private Client Wealth
New York
$1.43K +$1.43K +25 New
GWSA
408
Global Wealth Strategies & Associates
Colorado
$1.37K +$1.37K +24 New
MWM
409
Mascoma Wealth Management
New Hampshire
$1.14K – – –
PWAM
410
Private Wealth Asset Management
Iowa
$1.03K +$1.03K +18 New
FMP
411
Financial Management Professionals
Texas
$859 +$859 +15 New
NC
412
NewSquare Capital
Pennsylvania
$744 +$744 +13 New
HWP
413
Highline Wealth Partners
California
$286 +$286 +5 New
Norges Bank
414
Norges Bank
Norway
– -$382M -6,444,829 Closed
LOAME
415
Lombard Odier Asset Management (Europe)
United Kingdom
– -$18.1M -147,056 Closed
QC
416
Quadrature Capital
United Kingdom
– -$4.11M -69,100 Closed
SF
417
Symphony Financial
Texas
– -$3.83M -64,978 Closed
Prudential Financial
418
Prudential Financial
New Jersey
– -$3.36M -56,650 Closed
PIC
419
PCJ Investment Counsel
Ontario, Canada
– -$2.69M -45,400 Closed
PAMP
420
Polar Asset Management Partners
Ontario, Canada
– -$1.65M -27,772 Closed
AI
421
AXS Investments
New York
– -$1.17M -19,666 Closed
VI
422
Versor Investments
New York
– -$878K -14,800 Closed
TCBWMS
423
Texas Capital Bank Wealth Management Services
Texas
– -$868K -14,621 Closed
O
424
Ossiam
France
– -$744K -12,539 Closed
Capstone Investment Advisors
425
Capstone Investment Advisors
New York
– -$623K -10,500 Closed
15 16
17
18 19