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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 %
BFG
201
Bleakley Financial Group
New Jersey
$1.01M +$180K +2,707 +22%
US Bancorp
202
US Bancorp
Minnesota
$986K -$70.8K -1,065 -7%
William Blair & Company
203
William Blair & Company
Illinois
$951K +$133 +2 +0%
VT
204
Vise Technologies
New York
$926K +$926K +13,929 New
UM
205
UniSuper Management
Australia
$888K -$118K -1,300 -12%
IAA
206
Independent Advisor Alliance
North Carolina
$861K -$93.5K -1,407 -10%
AAS
207
Avantax Advisory Services
Texas
$851K +$72.6K +1,093 +9%
OPA
208
Old Port Advisors
Maine
$822K +$822K +12,367 New
Osaic Holdings
209
Osaic Holdings
Arizona
$821K -$101K -1,674 -11%
RG
210
Rathbones Group
United Kingdom
$819K -$20.3K -305 -2%
Cambridge Investment Research Advisors
211
Cambridge Investment Research Advisors
Iowa
$789K -$67K -1,009 -8%
VCA
212
Verdence Capital Advisors
Maryland
$786K -$4.25K -64 -0.5%
Pathstone Holdings
213
Pathstone Holdings
New Jersey
$745K +$17.6K +265 +2%
PAG
214
Private Advisor Group
New Jersey
$722K +$385K +5,796 +114%
Fifth Third Bancorp
215
Fifth Third Bancorp
Ohio
$718K +$9.9K +149 +1%
NAM
216
NorthCrest Asset Manangement
Minnesota
$706K – – –
Janney Montgomery Scott
217
Janney Montgomery Scott
Pennsylvania
$706K – – –
SC
218
Savant Capital
Illinois
$699K +$212K +3,186 +43%
UPS
219
UHLMANN PRICE SECURITIES
Illinois
$695K +$695K +10,461 New
Brown Advisory
220
Brown Advisory
Maryland
$688K -$9.77K -147 -1%
CI
221
Cigna Investments
Connecticut
$686K -$17.8K -268 -3%
Wealth Enhancement Advisory Services
222
Wealth Enhancement Advisory Services
Minnesota
$683K +$14.6K +224 +2%
CS
223
Candriam SCA
Luxembourg
$660K -$303K -4,567 -31%
WC
224
Woodstock Corp
Massachusetts
$641K – – –
SCM
225
Shelton Capital Management
Colorado
$623K +$623K +9,369 New
7 8
9
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