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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
GT
301
Glenmede Trust
Pennsylvania
$276K
STA
302
Summit Trail Advisors
New York
$272K
PA
303
Parallel Advisors
California
$267K
NW
304
NewEdge Wealth
Pennsylvania
$265K
WT
305
Washington Trust
Rhode Island
$265K
SDJVC
306
St. Denis J. Villere & Co
Louisiana
$261K
HWM
307
HB Wealth Management
Georgia
$260K
VCM
308
Versant Capital Management
Arizona
$260K
AWA
309
Aaron Wealth Advisors
Illinois
$258K
JG
310
Jain Global
New York
$257K
GG
311
Greenwood Gearhart
Arkansas
$256K
FRA
312
Frank Rimerman Advisors
California
$256K
BI
313
Ballast Inc
Kentucky
$255K
CAM
314
Cozad Asset Management
Illinois
$255K
GB
315
Goepper Burkhardt
South Carolina
$253K
NP
316
Nilsine Partners
Colorado
$252K
CP
317
Canopy Partners
Ohio
$246K
PI
318
PineBridge Investments
New York
$243K
MMPW
319
Mitchell McLeod Pugh & Williams
Alabama
$241K
WDL
320
Well Done LLC
Michigan
$236K
PP
321
Prudential plc
United Kingdom
$235K
DCM
322
DGS Capital Management
New Jersey
$231K
BIG
323
Brooklyn Investment Group
New York
$227K
CCA
324
Checchi Capital Advisers
California
$225K
SA
325
Sanctuary Advisors
Indiana
$225K