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