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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
WA
251
Waverly Advisors
Alabama
$637K +$71.1K +988 +14%
SPIA
252
Steward Partners Investment Advisory
New York
$622K -$288 -4 -0.1%
ASN
253
Advisory Services Network
Georgia
$609K -$6.76K -94 -1%
TC
254
Tacita Capital
Ontario, Canada
$587K +$16.6K +231 +3%
BPA
255
Beacon Pointe Advisors
California
$584K -$77.4K -1,075 -13%
PAG
256
Private Advisor Group
New Jersey
$578K -$34.9K -485 -6%
PI
257
PFG Investments
New York
$575K +$3.89K +54 +0.7%
Simplex Trading
258
Simplex Trading
Illinois
$569K +$522K +7,253 +103,614%
KeyBank National Association
259
KeyBank National Association
Ohio
$563K +$173K +2,411 +51%
Baird Financial Group
260
Baird Financial Group
Wisconsin
$555K +$71.2K +990 +16%
EWA
261
EP Wealth Advisors
California
$543K +$159K +2,209 +47%
Truist Financial
262
Truist Financial
North Carolina
$542K -$488K -6,783 -50%
CBU
263
CIBC Bancorp USA
Illinois
$527K +$484K +6,720 New
PCM
264
Parsons Capital Management
Rhode Island
$523K
CP
265
Cumberland Partners
Ontario, Canada
$522K -$1.44K -20 -0.3%
RFC
266
Regions Financial Corp
Alabama
$518K
Rockefeller Capital Management
267
Rockefeller Capital Management
New York
$516K +$63.1K +877 +15%
WFI
268
West Family Investments
California
$513K +$6.26K +87 +1%
SVWAG
269
Sound View Wealth Advisors Group
Georgia
$505K
PP
270
PDS Planning
Ohio
$501K +$3.45K +48 +0.8%
DTC
271
Davidson Trust Company
Washington
$501K
CC
272
Centiva Capital
New York
$496K +$455K +6,324 New
AWA
273
Arkadios Wealth Advisors
Georgia
$490K +$202K +2,814 +82%
KJHP
274
K.J. Harrison & Partners
Ontario, Canada
$486K +$32.7K +454 +8%
VWM
275
Venturi Wealth Management
Texas
$483K +$51.7K +718 +13%

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.