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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
AWA
326
Arkadios Wealth Advisors
Georgia
$215K
MFG
327
Merit Financial Group
Georgia
$214K
FSA
328
Franklin Street Advisors
North Carolina
$213K
SLT
329
St Louis Trust
Missouri
$212K
Fidelity International
330
Fidelity International
Bermuda
$208K
AWM
331
Axxcess Wealth Management
California
$202K
MCM
332
McDonough Capital Management
Florida
$200K
BGAI
333
Bruce G. Allen Investments
Colorado
$187K
BTI
334
Blue Trust Inc
Georgia
$186K
HNB
335
Huntington National Bank
Ohio
$175K
FHC
336
First Horizon Corporation
Tennessee
$173K
RC
337
Rexford Capital
Texas
$166K
UBS AM
338
UBS AM
Illinois
$142K
UBP
339
Union Bancaire Privee
Switzerland
$135K
CIAM
340
Caitong International Asset Management
Hong Kong
$129K
UB
341
UMB Bank
Missouri
$128K
RhumbLine Advisers
342
RhumbLine Advisers
Massachusetts
$126K
MPWT
343
MassMutual Private Wealth & Trust
Connecticut
$125K
CAL
344
Capital Advisors Ltd
Ohio
$119K
PCTC
345
Perkins Coie Trust Company
Washington
$117K
AssetMark Inc
346
AssetMark Inc
California
$115K
MCM
347
MAI Capital Management
Ohio
$115K
IA
348
IFP Advisors
Florida
$114K
PGAM
349
Princeton Global Asset Management
New Jersey
$109K
CH
350
Cromwell Holdings
Wyoming
$108K