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Sun Life Financial

493 hedge funds and large institutions have $20B invested in Sun Life Financial in 2026 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 178 increasing their positions, 130 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 27

37% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 130

28% more capital invested

Capital invested by funds: $15.6B → $20B (+$4.39B)

9% more funds holding

Funds holding: 451493 (+42)

0.54% more ownership

Funds ownership: 44.91%45.45% (+0.54%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

46% less call options, than puts

Call options by funds: $252M | Put options by funds: $471M

Holders
493
Holders Change
+42
Holders Change %
+9.31%
% of All Funds
5.95%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
78
Increased
178
Reduced
130
Closed
27
Calls
$252M
Puts
$471M
Net Calls
-$219M
Net Calls Change
+$7.58M
Name Holding Trade Value Shares
Change
Change in
Stake
LIP
226
Lighthouse Investment Partners
Florida
$852K -$9.41M -130,825 -92%
Brown Advisory
227
Brown Advisory
Maryland
$851K -$127K -1,764 -14%
Wealth Enhancement Advisory Services
228
Wealth Enhancement Advisory Services
Minnesota
$837K -$46.4K -645 -3%
QP
229
Quilter Plc
United Kingdom
$832K -$98.4K -1,368 -15%
PAW
230
Plan A Wealth
Nebraska
$818K +$57.9K +805 +8%
IRP
231
Investment Research Partners
Pennsylvania
$815K +$65K +903 +10%
CLOS
232
Compagnie Lombard Odier SCmA
Switzerland
$799K -$405K -5,633 -36%
Squarepoint
233
Squarepoint
New York
$791K +$726K +10,086 New
DWM
234
Diversify Wealth Management
Utah
$790K +$37.8K +525 +6%
DAS
235
Diversify Advisory Services
Utah
$790K +$685K +9,521 New
CI
236
Cigna Investments
Connecticut
$786K
ASA
237
Axxion S.A.
Luxembourg
$784K +$720K +10,000 New
CS
238
Candriam SCA
Luxembourg
$782K +$13K +181 +2%
RWM
239
Ritholtz Wealth Management
New York
$766K +$7.34K +102 +1%
PP
240
PDT Partners
New York
$757K
WC
241
Woodstock Corp
Massachusetts
$757K
AFG
242
Atomi Financial Group
New York
$725K +$104K +1,451 +19%
William Blair & Company
243
William Blair & Company
Illinois
$713K +$68.7K +954 +12%
Fifth Third Bancorp
244
Fifth Third Bancorp
Ohio
$709K -$3.96K -55 -0.6%
N
245
Natixis
France
$690K +$123K +1,708 +24%
CAM
246
Claret Asset Management
Quebec, Canada
$687K -$102K -1,421 -14%
PCIA
247
Prime Capital Investment Advisors
Kansas
$680K +$28.9K +401 +5%
AIS
248
AM Investment Strategies
Tennessee
$642K +$1.37K +19 +0.2%
CG
249
Caprock Group
Idaho
$637K +$94.1K +1,308 +19%
OCM
250
One Capital Management
California
$637K

SLF Hedge Fund Activity: Q2 2026 in Review

493 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q2 2026, worth a combined $20B — up 28% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new SLF positions and 27 closed out — a net gain of 51 holders — while 178 added to existing stakes and 130 trimmed.

The largest buyer was Fidelity International, adding an estimated $426M. The largest seller was TD Asset Management, cutting an estimated $282M.

  • 493 institutional investors held Sun Life Financial (SLF) as of Q2 2026, up from 451 in Q1 2026.
  • Funds reported $20B of Sun Life Financial stock for Q2 2026, up 28% quarter-over-quarter.
  • 78 funds opened new Sun Life Financial positions in Q2 2026 and 27 closed out, a net change of +51 holders.
  • The largest Sun Life Financial buyer in Q2 2026 was Fidelity International, an estimated $426M added.
  • The largest Sun Life Financial seller in Q2 2026 was TD Asset Management, an estimated $282M sold.

Based on aggregated 13F filings for Q2 2026.