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Sun Life Financial

443 hedge funds and large institutions have $17.6B invested in Sun Life Financial in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 148 increasing their positions, 134 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

2.09% more ownership

Funds ownership: 44.85%46.94% (+2.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

64% less call options, than puts

Call options by funds: $119M | Put options by funds: $326M

Holders
443
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$119M
Puts
$326M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWC
26
TD Waterhouse Canada
Ontario, Canada
$124M
HSBC Holdings
27
HSBC Holdings
United Kingdom
$120M
Swiss National Bank
28
Swiss National Bank
Switzerland
$115M
Charles Schwab
29
Charles Schwab
California
$110M
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$107M
Amundi
31
Amundi
France
$104M
AM
32
AGF Management
Ontario, Canada
$98M
Bank of America
33
Bank of America
North Carolina
$97.7M
PMAM
34
Picton Mahoney Asset Management
Ontario, Canada
$87.7M
BCIM
35
British Columbia Investment Management
British Columbia, Canada
$83.9M
Invesco
36
Invesco
Georgia
$82.6M
QI
37
QV Investors
Alberta, Canada
$79.3M
Deutsche Bank
38
Deutsche Bank
Germany
$77.9M
CCMIC
39
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$75.7M
VPI
40
Value Partners Investments
Manitoba, Canada
$74.2M
Wellington Management Group
41
Wellington Management Group
Massachusetts
$70.6M
DekaBank Deutsche Girozentrale
42
DekaBank Deutsche Girozentrale
Germany
$69M
UBS AM
43
UBS AM
Illinois
$63.9M
MSC
44
MUFG Securities (Canada)
New York
$63.7M
BlackRock
45
BlackRock
New York
$62M
Public Sector Pension Investment Board (PSP Investments)
46
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$56.8M
Fiera Capital (Canada)
47
Fiera Capital (Canada)
Quebec, Canada
$51.6M
JAM
48
Jupiter Asset Management
United Kingdom
$49.8M
UBS Group
49
UBS Group
Switzerland
$46M
NEI
50
Northwest & Ethical Investments
Ontario, Canada
$44.6M