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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

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

6% less capital invested

Capital invested by funds: $15.7B → $14.7B (-$917M)

28% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 46

29% less call options, than puts

Call options by funds: $206M | Put options by funds: $290M

Holders
414
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$206M
Puts
$290M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.56B
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.41B
TD Asset Management
3
TD Asset Management
Ontario, Canada
$921M
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$693M
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$646M
1832 Asset Management
6
1832 Asset Management
Ontario, Canada
$592M
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$494M
CIBC Asset Management
8
CIBC Asset Management
Ontario, Canada
$409M
FDCDDQ
9
Federation des caisses Desjardins du Quebec
Quebec, Canada
$386M
CIBC World Market
10
CIBC World Market
Ontario, Canada
$347M
Bank of Nova Scotia
11
Bank of Nova Scotia
Ontario, Canada
$331M
Toronto Dominion Bank
12
Toronto Dominion Bank
Ontario, Canada
$326M
National Bank of Canada
13
National Bank of Canada
Quebec, Canada
$293M
Connor, Clark & Lunn Investment Management (CC&L)
14
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$284M
BGC
15
Beutel, Goodman & Co
Ontario, Canada
$280M
Fidelity Investments
16
Fidelity Investments
Massachusetts
$278M
Canada Pension Plan Investment Board
17
Canada Pension Plan Investment Board
Ontario, Canada
$242M
Geode Capital Management
18
Geode Capital Management
Massachusetts
$226M
Legal & General Group
19
Legal & General Group
United Kingdom
$220M
SC
20
Scotia Capital
Ontario, Canada
$176M
Goldman Sachs
21
Goldman Sachs
New York
$159M
LBA
22
Letko, Brosseau & Associates
Quebec, Canada
$159M
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$146M
AM
24
AGF Management
Ontario, Canada
$123M
Morgan Stanley
25
Morgan Stanley
New York
$119M