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Sun Life Financial
SLF

Overview Fund Activity

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

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$117M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$77.5M
3
VPI
Value Partners Investments
Manitoba, Canada
+$52.6M
4
JAM
Jupiter Asset Management
United Kingdom
+$51M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$50.2M

Top Sellers

1
CIBC World Market
CIBC World Market
Ontario, Canada
-$70.6M
2
Two Sigma Investments
Two Sigma Investments
New York
-$62.3M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$50.3M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$48.4M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$40.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
201
Independent Advisor Alliance
North Carolina
$822K -$3.21K -56 -0.4%
William Blair & Company
202
William Blair & Company
Illinois
$819K +$172 +3 +0%
DZ Bank
203
DZ Bank
Germany
$764K +$418K +7,310 +121%
Cambridge Investment Research Advisors
204
Cambridge Investment Research Advisors
Iowa
$738K -$17K -297 -2%
RG
205
Rathbones Group
United Kingdom
$723K -$42.9K -749 -6%
BFG
206
Bleakley Financial Group
New Jersey
$718K +$211K +3,680 +42%
CIBC Private Wealth Group
207
CIBC Private Wealth Group
Georgia
$691K -$3.86K -72 -0.6%
OCM
208
One Capital Management
California
$689K +$689K +12,044 New
VCA
209
Verdence Capital Advisors
Maryland
$681K -$4.3K -75 -0.6%
AAS
210
Avantax Advisory Services
Texas
$670K -$20.2K -353 -3%
Citadel Advisors
211
Citadel Advisors
Florida
$661K +$158K +2,757 +31%
BCI
212
Brinker Capital Investments
Pennsylvania
$657K -$16.1K -281 -2%
OPS
213
Orion Portfolio Solutions
Nebraska
$657K -$16.1K -281 -2%
SFA
214
Sequoia Financial Advisors
Ohio
$644K +$2.52K +44 +0.4%
Pathstone Holdings
215
Pathstone Holdings
New Jersey
$627K -$2.98K -52 -0.5%
NAM
216
NorthCrest Asset Manangement
Minnesota
$618K +$10.3K +180 +2%
Fifth Third Bancorp
217
Fifth Third Bancorp
Ohio
$610K +$14.4K +252 +2%
Janney Montgomery Scott
218
Janney Montgomery Scott
Pennsylvania
$609K +$172K +3,006 +39%
CI
219
Cigna Investments
Connecticut
$607K – – –
Brown Advisory
220
Brown Advisory
Maryland
$601K +$7.79K +136 +1%
Wealth Enhancement Advisory Services
221
Wealth Enhancement Advisory Services
Minnesota
$585K +$94.2K +1,645 +19%
Squarepoint
222
Squarepoint
New York
$565K +$565K +9,862 New
WC
223
Woodstock Corp
Massachusetts
$552K – – –
QP
224
Quilter Plc
United Kingdom
$526K -$5.72K -100 -1%
CAM
225
Claret Asset Management
Quebec, Canada
$497K +$2.64K +46 +0.5%
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