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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
Norges Bank
2
Norges Bank
Norway
$363M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$446M
4
PMAM
4
Picton Mahoney Asset Management
Ontario, Canada
$87.7M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.69B

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 %
BC
426
Barrett & Company
Rhode Island
$6.25K 94 – –
BFS
427
Bare Financial Services
Pennsylvania
$6.18K 93 +56 +151%
BIG
428
Brooklyn Investment Group
New York
$4.25K 64 – –
PCM
429
Penserra Capital Management
California
$3K 48 – –
SO
430
Sierra Ocean
California
$2.19K 33 – –
TPCW
431
TD Private Client Wealth
New York
$1.66K 25 – –
MWM
432
Mascoma Wealth Management
New Hampshire
$1.33K 20 – –
PWAM
433
Private Wealth Asset Management
Iowa
$1.2K 18 – –
PWA
434
Physician Wealth Advisors
Utah
$532 8 +8 New
HWP
435
Highline Wealth Partners
California
$332 5 – –
HNW
436
High Note Wealth
Minnesota
$133 2 +2 New
AIMCA
437
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– – -1,257,900 Closed
Voloridge Investment Management
438
Voloridge Investment Management
Florida
– – -100,025 Closed
TRCT
439
Tower Research Capital (TRC)
New York
– – -36,281 Closed
QT
440
Quantbot Technologies
New York
– – -25,738 Closed
USAA
441
United Services Automobile Association
Texas
– – -19,798 Closed
OCM
442
One Capital Management
California
– – -12,044 Closed
Citadel Advisors
443
Citadel Advisors
Florida
– – -11,546 Closed
Squarepoint
444
Squarepoint
New York
– – -9,862 Closed
XT
445
XTX Topco
Cayman Islands
– – -8,185 Closed
FCI
446
Financial Counselors Inc
Kansas
– – -6,296 Closed
AFP
447
Ausdal Financial Partners
Iowa
– – -6,088 Closed
Verition Fund Management
448
Verition Fund Management
Connecticut
– – -5,544 Closed
Pacer Advisors
449
Pacer Advisors
Pennsylvania
– – -5,029 Closed
GAM
450
Gotham Asset Management
New York
– – -4,838 Closed
15 16 17
18
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