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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
TSS
326
Two Sigma Securities
New York
$316K +$290K +4,031 New
MMPW
327
Mitchell McLeod Pugh & Williams
Alabama
$302K
WHG
328
Westwood Holdings Group
Texas
$301K +$276K +3,841 New
MFG
329
Merit Financial Group
Georgia
$299K +$28.7K +399 +12%
WDL
330
Well Done LLC
Michigan
$296K
RAM
331
Rempart Asset Management
Canada
$289K -$61.2K -850 -19%
DACS
332
Dymon Asia Capital (Singapore)
Singapore
$289K +$265K +3,682 New
SA
333
Sanctuary Advisors
Indiana
$287K +$4.39K +61 +2%
EH
334
Equitable Holdings
New York
$284K +$261K +3,628 New
NP
335
Nilsine Partners
Colorado
$281K +$1.15K +16 +0.4%
CCA
336
Checchi Capital Advisers
California
$278K -$1.22K -17 -0.5%
BA
337
Bridgewater Advisors
New York
$274K +$239K +3,323 New
JWCA
338
J.W. Cole Advisors
Florida
$267K +$245K +3,399 New
OIA
339
OneDigital Investment Advisors
Kansas
$258K +$237K +3,288 New
AG
340
Ascent Group
Virginia
$256K +$235K +3,266 New
AWM
341
Axxcess Wealth Management
California
$254K +$935 +13 +0.4%
MCM
342
McDonough Capital Management
Florida
$251K
FSA
343
Franklin Street Advisors
North Carolina
$249K -$16.6K -230 -7%
MCM
344
MAI Capital Management
Ohio
$248K +$94.8K +1,317 +72%
JLBC
345
J.L. Bainbridge & Co
Florida
$247K +$227K +3,148 New
VA
346
VestGen Advisors
Illinois
$246K -$61.4K -853 -21%
MA
347
MONECO Advisors
Connecticut
$242K +$222K +3,080 New
GCM
348
Genus Capital Management
British Columbia, Canada
$240K +$220K +3,059 New
SOW
349
State of Wyoming
Wyoming
$239K +$219K +3,040 New
AAP
350
Arax Advisory Partners
Colorado
$235K +$182K +2,524 +540%

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.