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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
EWA
326
EverSource Wealth Advisors
Alabama
$223K +$70.4K +1,101 +45%
AWA
327
Arkadios Wealth Advisors
Georgia
$215K +$2.69K +42 +1%
MFG
328
Merit Financial Group
Georgia
$214K -$44.8K -700 -17%
FSA
329
Franklin Street Advisors
North Carolina
$213K -$320K -5,000 -60%
SLT
330
St Louis Trust
Missouri
$212K
Fidelity International
331
Fidelity International
Bermuda
$208K
AWM
332
Axxcess Wealth Management
California
$202K +$447 +7 +0.2%
MCM
333
McDonough Capital Management
Florida
$200K +$205K +3,201 New
BGAI
334
Bruce G. Allen Investments
Colorado
$187K
BTI
335
Blue Trust Inc
Georgia
$186K +$53.9K +843 +39%
HNB
336
Huntington National Bank
Ohio
$175K -$831 -13 -0.5%
FHC
337
First Horizon Corporation
Tennessee
$173K
RC
338
Rexford Capital
Texas
$166K
UBS AM
339
UBS AM
Illinois
$142K +$128K +2,006 +751%
UBP
340
Union Bancaire Privee
Switzerland
$135K
CIAM
341
Caitong International Asset Management
Hong Kong
$129K +$13.6K +213 +12%
UB
342
UMB Bank
Missouri
$128K -$20.3K -317 -13%
RhumbLine Advisers
343
RhumbLine Advisers
Massachusetts
$126K +$639 +10 +0.5%
MPWT
344
MassMutual Private Wealth & Trust
Connecticut
$125K -$12.8K -200 -9%
CAL
345
Capital Advisors Ltd
Ohio
$119K
PCTC
346
Perkins Coie Trust Company
Washington
$117K
AssetMark Inc
347
AssetMark Inc
California
$115K +$1.02K +16 +0.9%
MCM
348
MAI Capital Management
Ohio
$115K +$7.16K +112 +6%
IA
349
IFP Advisors
Florida
$114K -$959 -15 -0.8%
PGAM
350
Princeton Global Asset Management
New Jersey
$109K