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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
STA
301
Summit Trail Advisors
New York
$272K
PA
302
Parallel Advisors
California
$267K
NW
303
NewEdge Wealth
Pennsylvania
$265K
WT
304
Washington Trust
Rhode Island
$265K
SDJVC
305
St. Denis J. Villere & Co
Louisiana
$261K
HWM
306
HB Wealth Management
Georgia
$260K
VCM
307
Versant Capital Management
Arizona
$260K
AWA
308
Aaron Wealth Advisors
Illinois
$258K
JG
309
Jain Global
New York
$257K
GG
310
Greenwood Gearhart
Arkansas
$256K
FRA
311
Frank Rimerman Advisors
California
$256K
BI
312
Ballast Inc
Kentucky
$255K
CAM
313
Cozad Asset Management
Illinois
$255K
GB
314
Goepper Burkhardt
South Carolina
$253K
NP
315
Nilsine Partners
Colorado
$252K
CP
316
Canopy Partners
Ohio
$246K
PI
317
PineBridge Investments
New York
$243K
MMPW
318
Mitchell McLeod Pugh & Williams
Alabama
$241K
WDL
319
Well Done LLC
Michigan
$236K
PP
320
Prudential plc
United Kingdom
$235K
DCM
321
DGS Capital Management
New Jersey
$231K
BIG
322
Brooklyn Investment Group
New York
$227K
CCA
323
Checchi Capital Advisers
California
$225K
SA
324
Sanctuary Advisors
Indiana
$225K
EWA
325
EverSource Wealth Advisors
Alabama
$223K