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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
$3.43B
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
$446M
3
PMAM
Picton Mahoney Asset Management
Ontario, Canada
$87.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.69B
5
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$56.8M

Top Sellers

1
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$369M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$188M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$730M
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$0
5
IIM
Intact Investment Management
Quebec, Canada
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
426
NewEdge Advisors
Louisiana
$7.01K – – –
KFI
427
Key Financial Inc
Pennsylvania
$6.58K – – –
BC
428
Barrett & Company
Rhode Island
$6.25K – – –
BFS
429
Bare Financial Services
Pennsylvania
$6.18K +$3.72K +56 +151%
BIG
430
Brooklyn Investment Group
New York
$4.25K – – –
PCM
431
Penserra Capital Management
California
$3K – – –
SO
432
Sierra Ocean
California
$2.19K – – –
TPCW
433
TD Private Client Wealth
New York
$1.66K – – –
MWM
434
Mascoma Wealth Management
New Hampshire
$1.33K – – –
PWAM
435
Private Wealth Asset Management
Iowa
$1.2K – – –
PWA
436
Physician Wealth Advisors
Utah
$532 +$532 +8 New
HWP
437
Highline Wealth Partners
California
$332 – – –
HNW
438
High Note Wealth
Minnesota
$133 +$133 +2 New
AIMCA
439
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$72M -1,257,900 Closed
Voloridge Investment Management
440
Voloridge Investment Management
Florida
– -$5.73M -100,025 Closed
TRCT
441
Tower Research Capital (TRC)
New York
– -$2.08M -36,281 Closed
QT
442
Quantbot Technologies
New York
– -$1.47M -25,738 Closed
USAA
443
United Services Automobile Association
Texas
– -$1.12M -19,798 Closed
OCM
444
One Capital Management
California
– -$689K -12,044 Closed
Citadel Advisors
445
Citadel Advisors
Florida
– -$661K -11,546 Closed
Squarepoint
446
Squarepoint
New York
– -$565K -9,862 Closed
XT
447
XTX Topco
Cayman Islands
– -$469K -8,185 Closed
FCI
448
Financial Counselors Inc
Kansas
– -$361K -6,296 Closed
AFP
449
Ausdal Financial Partners
Iowa
– -$349K -6,088 Closed
Verition Fund Management
450
Verition Fund Management
Connecticut
– -$317K -5,544 Closed
15 16 17
18
19