SLF icon

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 %
CPG
401
Cornerstone Planning Group
New Jersey
$23K – – –
TCM
402
TruNorth Capital Management
Michigan
$21.9K – – –
DWM
403
Dogwood Wealth Management
Kansas
$20.3K – – –
DMIC
404
Dixon Mitchell Investment Counsel
British Columbia, Canada
$19.6K -$30.2K -455 -61%
WSFS
405
Wilmington Savings Fund Society
Delaware
$19.4K -$39K -587 -67%
AA
406
Ancora Advisors
Ohio
$18.8K +$8.97K +135 +91%
CIAM
407
Caitong International Asset Management
Hong Kong
$17.8K +$17.8K +268 New
ZBNA
408
Zions Bancorporation, National Association
Utah
$16.9K -$66 -1 -0.4%
SIS
409
Strategic Investment Solutions
Illinois
$16.3K – – –
SS
410
SBI Securities
Japan
$16.1K – – –
MPW
411
MASECO Private Wealth
$15.9K +$15.9K +239 New
BL
412
BFSG LLC
California
$15K – – –
BIA
413
Bell Investment Advisors
California
$14.6K – – –
SAM
414
Smartleaf Asset Management
Massachusetts
$13.6K -$8.18K -124 -37%
Optiver Holding
415
Optiver Holding
Netherlands
$13.3K +$13.3K +200 New
HFS
416
Hughes Financial Services
Virginia
$12.7K – – –
BBPWM
417
Blue Bell Private Wealth Management
Pennsylvania
$12.4K – – –
WTA
418
Washington Trust Advisors
Massachusetts
$11K – – –
PS
419
Principal Securities
Iowa
$10.9K +$1.93K +29 +21%
NC
420
NewSquare Capital
Pennsylvania
$9.1K +$8.24K +124 +954%
FMP
421
Financial Management Professionals
Texas
$9.04K +$8.04K +121 +807%
SWM
422
Spire Wealth Management
Virginia
$8.31K +$8.31K +125 New
BSB
423
Bangor Savings Bank
Maine
$8.11K -$5.18K -78 -39%
TPWA
424
Twin Peaks Wealth Advisors
California
$7.89K +$7.89K +137 New
SS
425
Sunbelt Securities
Texas
$7.24K – – –
15 16
17
18 19