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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
TC
251
Tacita Capital
Ontario, Canada
$454K +$5.82K +91 +1%
WA
252
Waverly Advisors
Alabama
$446K +$456K +7,131 New
N
253
Natixis
France
$444K -$83K -1,298 -15%
YCM
254
Yousif Capital Management
Michigan
$432K
EI
255
Ethic Inc
New York
$432K +$133K +2,077 +43%
CG
256
Caprock Group
Idaho
$427K +$177K +2,765 +68%
DO
257
denkapparat Operations
Germany
$420K
CP
258
Cumberland Partners
Ontario, Canada
$418K +$13.4K +209 +3%
PCM
259
Parsons Capital Management
Rhode Island
$417K
P
260
&Partners
Tennessee
$414K +$211K +3,297 +86%
RFC
261
Regions Financial Corp
Alabama
$413K
WFI
262
West Family Investments
California
$404K -$5.56K -87 -1%
SVWAG
263
Sound View Wealth Advisors Group
Georgia
$403K
DTC
264
Davidson Trust Company
Washington
$399K
PP
265
PDS Planning
Ohio
$397K -$5.95K -93 -1%
Carson Wealth (CWM LLC)
266
Carson Wealth (CWM LLC)
Nebraska
$383K -$64.4K -1,007 -14%
Millennium Management
267
Millennium Management
New York
$381K -$22.3M -349,193 -98%
Baird Financial Group
268
Baird Financial Group
Wisconsin
$381K +$64 +1 +0%
SCM
269
Summerhill Capital Management
Ontario, Canada
$380K +$389K +6,081 New
ALC
270
Alexander Labrunerie & Co
Missouri
$376K -$1.41K -22 -0.4%
ATC
271
Argent Trust Co
Tennessee
$372K
FL
272
FreeGulliver LLC
Louisiana
$371K
SEI Investments
273
SEI Investments
Pennsylvania
$362K +$12.5K +196 +4%
DJSG
274
D.J. St. Germain
Massachusetts
$360K
KJHP
275
K.J. Harrison & Partners
Ontario, Canada
$359K +$4.03K +63 +1%