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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

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: $15.8B → $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
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
DWM
226
Diversify Wealth Management
Utah
$634K
CI
227
Cigna Investments
Connecticut
$625K
CS
228
Candriam SCA
Luxembourg
$612K
RWM
229
Ritholtz Wealth Management
New York
$605K
PP
230
PDT Partners
New York
$604K
WC
231
Woodstock Corp
Massachusetts
$604K
PAW
232
Plan A Wealth
Nebraska
$602K
IRP
233
Investment Research Partners
Pennsylvania
$594K
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$569K
FTA
235
Financial & Tax Architects
Missouri
$562K
Acadian Asset Management
236
Acadian Asset Management
Massachusetts
$554K
TI
237
Tidal Investments
Wisconsin
$535K
BPA
238
Beacon Pointe Advisors
California
$533K
LGF
239
LGT Group Foundation
Liechtenstein
$532K
1C
240
111 Capital
France
$527K
PCIA
241
Prime Capital Investment Advisors
Kansas
$517K
AIS
242
AM Investment Strategies
Tennessee
$511K
William Blair & Company
243
William Blair & Company
Illinois
$509K
SPIA
244
Steward Partners Investment Advisory
New York
$497K
ASN
245
Advisory Services Network
Georgia
$492K
PAG
246
Private Advisor Group
New Jersey
$492K
AFG
247
Atomi Financial Group
New York
$488K
FAMI
248
Fideuram Asset Management (Ireland)
$462K
Capstone Investment Advisors
249
Capstone Investment Advisors
New York
$457K
PI
250
PFG Investments
New York
$456K