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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
GT
301
Glenmede Trust
Pennsylvania
$276K +$7.03K +110 +3%
STA
302
Summit Trail Advisors
New York
$272K +$278K +4,346 New
PA
303
Parallel Advisors
California
$267K +$35.7K +559 +15%
NW
304
NewEdge Wealth
Pennsylvania
$265K +$3.07K +48 +1%
WT
305
Washington Trust
Rhode Island
$265K
SDJVC
306
St. Denis J. Villere & Co
Louisiana
$261K
HWM
307
HB Wealth Management
Georgia
$260K +$12K +187 +5%
VCM
308
Versant Capital Management
Arizona
$260K +$49.6K +776 +23%
AWA
309
Aaron Wealth Advisors
Illinois
$258K +$264K +4,122 New
JG
310
Jain Global
New York
$257K +$263K +4,110 New
GG
311
Greenwood Gearhart
Arkansas
$256K +$262K +4,098 New
FRA
312
Frank Rimerman Advisors
California
$256K
BI
313
Ballast Inc
Kentucky
$255K
CAM
314
Cozad Asset Management
Illinois
$255K -$25.3K -396 -9%
GB
315
Goepper Burkhardt
South Carolina
$253K +$259K +4,046 New
NP
316
Nilsine Partners
Colorado
$252K
CP
317
Canopy Partners
Ohio
$246K +$5.95K +93 +2%
PI
318
PineBridge Investments
New York
$243K +$178K +2,789 New
MMPW
319
Mitchell McLeod Pugh & Williams
Alabama
$241K
WDL
320
Well Done LLC
Michigan
$236K
PP
321
Prudential plc
United Kingdom
$235K -$106K -1,664 -31%
DCM
322
DGS Capital Management
New Jersey
$231K +$22.1K +345 +10%
BIG
323
Brooklyn Investment Group
New York
$227K +$232K +3,632 New
CCA
324
Checchi Capital Advisers
California
$225K +$13.7K +214 +6%
SA
325
Sanctuary Advisors
Indiana
$225K +$2.81K +44 +1%