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Sun Life Financial

493 hedge funds and large institutions have $20B invested in Sun Life Financial in 2026 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 178 increasing their positions, 130 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 27

37% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 130

28% more capital invested

Capital invested by funds: $15.6B → $20B (+$4.39B)

9% more funds holding

Funds holding: 451493 (+42)

0.54% more ownership

Funds ownership: 44.91%45.45% (+0.54%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

46% less call options, than puts

Call options by funds: $252M | Put options by funds: $471M

Holders
493
Holders Change
+42
Holders Change %
+9.31%
% of All Funds
5.95%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
78
Increased
178
Reduced
130
Closed
27
Calls
$252M
Puts
$471M
Net Calls
-$219M
Net Calls Change
+$7.58M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
301
Integrated Wealth Concepts
Massachusetts
$370K +$340K +4,719 New
DMIC
302
Dixon Mitchell Investment Counsel
British Columbia, Canada
$363K -$48.4K -672 -13%
AWA
303
Aaron Wealth Advisors
Illinois
$362K +$35.8K +497 +12%
GT
304
Glenmede Trust
Pennsylvania
$361K +$13.5K +188 +4%
CF
305
Canoe Financial
Alberta, Canada
$359K -$26.4K -367 -7%
BP
306
Ballentine Partners
Massachusetts
$355K +$326K +4,527 New
GG
307
Greenwood Gearhart
Arkansas
$353K +$28.8K +400 +10%
OL
308
Optas LLC
Texas
$349K +$321K +4,454 New
PFA
309
Pathway Financial Advisors
Vermont
$346K
HWM
310
HB Wealth Management
Georgia
$344K +$16.7K +232 +6%
LI
311
Louisbourg Investments
New Brunswick, Canada
$344K -$51.7K -719 -14%
STA
312
Summit Trail Advisors
New York
$341K +$288 +4 +0.1%
PA
313
Parallel Advisors
California
$340K +$4.89K +68 +2%
FRA
314
Frank Rimerman Advisors
California
$339K +$17.1K +238 +6%
AAS
315
Ameritas Advisory Services
Nebraska
$335K +$307K +4,268 New
WT
316
Washington Trust
Rhode Island
$332K
ALAM
317
Asahi Life Asset Management
Japan
$329K +$301K +4,187 New
SDJVC
318
St. Denis J. Villere & Co
Louisiana
$328K
GC
319
Grimes & Company
Massachusetts
$327K -$27.5K -382 -8%
NW
320
NewEdge Wealth
Pennsylvania
$325K -$6.76K -94 -2%
HSBC Holdings
321
HSBC Holdings
United Kingdom
$322K +$295K +4,106 New
BJL
322
Brighton Jones LLC
Washington
$322K -$4.03K -56 -1%
BI
323
Ballast Inc
Kentucky
$320K
GB
324
Goepper Burkhardt
South Carolina
$317K
CP
325
Canopy Partners
Ohio
$317K +$8.13K +113 +3%

SLF Hedge Fund Activity: Q2 2026 in Review

493 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q2 2026, worth a combined $20B — up 28% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new SLF positions and 27 closed out — a net gain of 51 holders — while 178 added to existing stakes and 130 trimmed.

The largest buyer was Fidelity International, adding an estimated $426M. The largest seller was TD Asset Management, cutting an estimated $282M.

  • 493 institutional investors held Sun Life Financial (SLF) as of Q2 2026, up from 451 in Q1 2026.
  • Funds reported $20B of Sun Life Financial stock for Q2 2026, up 28% quarter-over-quarter.
  • 78 funds opened new Sun Life Financial positions in Q2 2026 and 27 closed out, a net change of +51 holders.
  • The largest Sun Life Financial buyer in Q2 2026 was Fidelity International, an estimated $426M added.
  • The largest Sun Life Financial seller in Q2 2026 was TD Asset Management, an estimated $282M sold.

Based on aggregated 13F filings for Q2 2026.