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Sun Life Financial

449 hedge funds and large institutions have $15.6B invested in Sun Life Financial in 2026 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 176 increasing their positions, 117 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 30

50% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 117

2% more funds holding

Funds holding: 439449 (+10)

0.27% less ownership

Funds ownership: 45.18%44.91% (-0.27%)

1% less capital invested

Capital invested by funds: $15.8B → $15.6B (-$154M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

57% less call options, than puts

Call options by funds: $169M | Put options by funds: $396M

Holders
449
Holders Change
+10
Holders Change %
+2.28%
% of All Funds
5.53%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
49
Increased
176
Reduced
117
Closed
30
Calls
$169M
Puts
$396M
Net Calls
-$226M
Net Calls Change
+$205M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
226
Diversify Wealth Management
Utah
$634K +$575K +8,996 New
CI
227
Cigna Investments
Connecticut
$625K
CS
228
Candriam SCA
Luxembourg
$612K +$11.3K +177 +2%
RWM
229
Ritholtz Wealth Management
New York
$605K +$312K +4,880 +102%
PP
230
PDT Partners
New York
$604K
WC
231
Woodstock Corp
Massachusetts
$604K
PAW
232
Plan A Wealth
Nebraska
$602K +$35K +547 +6%
IRP
233
Investment Research Partners
Pennsylvania
$594K +$43.5K +680 +8%
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$569K -$3.26K -51 -0.6%
FTA
235
Financial & Tax Architects
Missouri
$562K -$211K -3,298 -27%
Acadian Asset Management
236
Acadian Asset Management
Massachusetts
$554K -$801K -12,535 -58%
TI
237
Tidal Investments
Wisconsin
$535K +$172K +2,683 +46%
BPA
238
Beacon Pointe Advisors
California
$533K +$298K +4,661 +121%
LGF
239
LGT Group Foundation
Liechtenstein
$532K
1C
240
111 Capital
France
$527K +$538K +8,408 New
PCIA
241
Prime Capital Investment Advisors
Kansas
$517K -$3.13K -49 -0.6%
AIS
242
AM Investment Strategies
Tennessee
$511K +$1.22K +19 +0.2%
William Blair & Company
243
William Blair & Company
Illinois
$509K -$136K -2,121 -21%
SPIA
244
Steward Partners Investment Advisory
New York
$497K +$127K +1,984 +33%
ASN
245
Advisory Services Network
Georgia
$492K +$9.14K +143 +2%
PAG
246
Private Advisor Group
New Jersey
$492K +$111K +1,731 +28%
AFG
247
Atomi Financial Group
New York
$488K +$127K +1,980 +34%
FAMI
248
Fideuram Asset Management (Ireland)
$462K +$338K +5,282 New
Capstone Investment Advisors
249
Capstone Investment Advisors
New York
$457K +$467K +7,298 New
PI
250
PFG Investments
New York
$456K -$16.9K -265 -4%