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Sun Life Financial

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
Name Holding Trade Value Shares
Change
Shares
Change %
TWC
26
TD Waterhouse Canada
Ontario, Canada
$100M -$11.8M -206,571 -11%
Amundi
27
Amundi
France
$97.7M -$321K -5,519 -0.3%
HSBC Holdings
28
HSBC Holdings
United Kingdom
$95.4M -$24.3M -424,582 -20%
Swiss National Bank
29
Swiss National Bank
Switzerland
$93.9M -$2.18M -38,000 -2%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$92.5M -$5.91M -103,220 -6%
Charles Schwab
31
Charles Schwab
California
$92M +$645K +11,263 +0.7%
QI
32
QV Investors
Alberta, Canada
$76M -$1.35M -23,606 -2%
IIM
33
Intact Investment Management
Quebec, Canada
$74.9M -$34.5M -602,210 -32%
Invesco
34
Invesco
Georgia
$73.2M +$63.8K +1,115 +0.1%
BCIM
35
British Columbia Investment Management
British Columbia, Canada
$72.6M -$36.1M -630,499 -33%
AIMCA
36
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$72M
CCMIC
37
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$64.7M +$331K +5,785 +0.5%
VPI
38
Value Partners Investments
Manitoba, Canada
$64.2M +$52.6M +917,620 +451%
Bank of America
39
Bank of America
North Carolina
$61.3M -$26.5M -462,659 -30%
DekaBank Deutsche Girozentrale
40
DekaBank Deutsche Girozentrale
Germany
$59.5M +$599K +10,665 +1%
Deutsche Bank
41
Deutsche Bank
Germany
$58.3M +$3.96M +69,071 +7%
Aviva
42
Aviva
United Kingdom
$56.9M +$8.16M +142,533 +17%
UBS AM
43
UBS AM
Illinois
$56.2M -$14.5M -253,792 -21%
Caisse de Depot et Placement du Quebec (CDPQ)
44
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$54.2M +$801K +13,997 +2%
BlackRock
45
BlackRock
New York
$51.7M -$2.64M -46,187 -5%
JAM
46
Jupiter Asset Management
United Kingdom
$51M +$51M +890,680 New
MSC
47
MUFG Securities (Canada)
New York
$50.1M -$215K -3,753 -0.4%
Fiera Capital (Canada)
48
Fiera Capital (Canada)
Quebec, Canada
$49M +$2.32M +40,580 +5%
Wellington Management Group
49
Wellington Management Group
Massachusetts
$46.3M -$31M -542,442 -40%
First Trust Advisors
50
First Trust Advisors
Illinois
$45.9M +$306K +5,336 +0.7%