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Sun Life Financial

446 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, 175 increasing their positions, 115 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

less ownership

Funds ownership:

1% less capital invested

Capital invested by funds: $15.7B → $15.6B (-$153M)

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
446
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$169M
Puts
$396M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
226
Cigna Investments
Connecticut
$625K
CS
227
Candriam SCA
Luxembourg
$612K
RWM
228
Ritholtz Wealth Management
New York
$605K
PP
229
PDT Partners
New York
$604K
WC
230
Woodstock Corp
Massachusetts
$604K
PAW
231
Plan A Wealth
Nebraska
$602K
IRP
232
Investment Research Partners
Pennsylvania
$594K
Fifth Third Bancorp
233
Fifth Third Bancorp
Ohio
$569K
FTA
234
Financial & Tax Architects
Missouri
$562K
Acadian Asset Management
235
Acadian Asset Management
Massachusetts
$554K
TI
236
Tidal Investments
Wisconsin
$535K
BPA
237
Beacon Pointe Advisors
California
$533K
LGF
238
LGT Group Foundation
Liechtenstein
$532K
1C
239
111 Capital
France
$527K
PCIA
240
Prime Capital Investment Advisors
Kansas
$517K
AIS
241
AM Investment Strategies
Tennessee
$511K
William Blair & Company
242
William Blair & Company
Illinois
$509K
SPIA
243
Steward Partners Investment Advisory
New York
$497K
ASN
244
Advisory Services Network
Georgia
$492K
PAG
245
Private Advisor Group
New Jersey
$492K
AFG
246
Atomi Financial Group
New York
$488K
FAMI
247
Fideuram Asset Management (Ireland)
$462K
Capstone Investment Advisors
248
Capstone Investment Advisors
New York
$457K
PI
249
PFG Investments
New York
$456K
TC
250
Tacita Capital
Ontario, Canada
$454K