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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
ECM
276
Evergreen Capital Management
Washington
$358K +$21.9K +343 +6%
Vontobel Holding
277
Vontobel Holding
Switzerland
$358K +$5.95K +93 +2%
CI
278
Corient IA
Florida
$357K
Rockefeller Capital Management
279
Rockefeller Capital Management
New York
$357K +$136K +2,132 +60%
MFIM
280
Mesirow Financial Investment Management
Illinois
$355K +$1.22K +19 +0.3%
HI
281
Harbour Investments
Wisconsin
$345K +$136K +2,128 +63%
PA
282
Pinnacle Associates
New York
$344K +$1.47K +23 +0.4%
VWM
283
Venturi Wealth Management
Texas
$340K +$348K +5,442 New
ST
284
Smithfield Trust
Pennsylvania
$337K
DMIC
285
Dixon Mitchell Investment Counsel
British Columbia, Canada
$331K
BEI
286
Benjamin Edwards Inc
Missouri
$327K +$12.7K +198 +4%
LI
287
Louisbourg Investments
New Brunswick, Canada
$319K +$9.59K +150 +3%
CFO
288
CVA Family Office
Colorado
$313K
SCM
289
Stonebridge Capital Management
California
$313K +$320K +5,000 New
CWS
290
Confluence Wealth Services
Pennsylvania
$312K
CF
291
Canoe Financial
Alberta, Canada
$310K +$316K +4,946 New
KeyBank National Association
292
KeyBank National Association
Ohio
$298K +$304K +4,763 New
EWA
293
EP Wealth Advisors
California
$295K +$26.7K +417 +10%
SRL
294
Scientech Research LLC
New Jersey
$293K +$300K +4,685 New
FAFN
295
First Affirmative Financial Network
Colorado
$291K +$298K +4,657 New
EMCIP
296
Ewing Morris & Co Investment Partners
Ontario, Canada
$291K +$34.5K +540 +13%
GC
297
Grimes & Company
Massachusetts
$285K +$26.9K +421 +10%
RAM
298
Rempart Asset Management
Canada
$283K
VA
299
VestGen Advisors
Illinois
$282K +$255K +3,993 New
PFA
300
Pathway Financial Advisors
Vermont
$276K