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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
Vontobel Holding
276
Vontobel Holding
Switzerland
$358K
CI
277
Corient IA
Florida
$357K
Rockefeller Capital Management
278
Rockefeller Capital Management
New York
$357K
MFIM
279
Mesirow Financial Investment Management
Illinois
$355K
HI
280
Harbour Investments
Wisconsin
$345K
PA
281
Pinnacle Associates
New York
$344K
VWM
282
Venturi Wealth Management
Texas
$340K
ST
283
Smithfield Trust
Pennsylvania
$337K
DMIC
284
Dixon Mitchell Investment Counsel
British Columbia, Canada
$331K
BEI
285
Benjamin Edwards Inc
Missouri
$327K
LI
286
Louisbourg Investments
New Brunswick, Canada
$319K
CFO
287
CVA Family Office
Colorado
$313K
SCM
288
Stonebridge Capital Management
California
$313K
CWS
289
Confluence Wealth Services
Pennsylvania
$312K
CF
290
Canoe Financial
Alberta, Canada
$310K
KeyBank National Association
291
KeyBank National Association
Ohio
$298K
EWA
292
EP Wealth Advisors
California
$295K
SRL
293
Scientech Research LLC
New Jersey
$293K
FAFN
294
First Affirmative Financial Network
Colorado
$291K
EMCIP
295
Ewing Morris & Co Investment Partners
Ontario, Canada
$291K
GC
296
Grimes & Company
Massachusetts
$285K
RAM
297
Rempart Asset Management
Canada
$283K
VA
298
VestGen Advisors
Illinois
$282K
PFA
299
Pathway Financial Advisors
Vermont
$276K
GT
300
Glenmede Trust
Pennsylvania
$276K