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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
PWPS
351
Pinnacle Wealth Planning Services
Ohio
$107K
CWIG
352
Chung Wu Investment Group
Texas
$97.2K
BCWM
353
Bartlett & Co Wealth Management
Ohio
$86.6K
SAM
354
Smartleaf Asset Management
Massachusetts
$84.2K
PF
355
PlanVest Financial
Maryland
$83.4K
PP
356
Pacifica Partners
Canada
$83K
CA
357
CoreCap Advisors
Michigan
$81.7K
OP
358
Oslo Pensjonsforsikring
$81.2K
B
359
Birchbrook
Maine
$81K
FFA
360
Farther Finance Advisors
California
$76K
LAM
361
LOM Asset Management
$74.1K
CI
362
CX Institutional
Indiana
$74K
T
363
TOBAM
France
$72K
AF
364
Allworth Financial
California
$69.9K
NB
365
NBT Bank
New York
$67.2K
TCM
366
Triumph Capital Management
Colorado
$67.1K
BIAS
367
Beacon Investment Advisory Services
New Jersey
$65.7K
EPIM
368
Evelyn Partners Investment Management
$64.3K
DB
369
Danske Bank
Denmark
$62.9K
CHC
370
City Holding Co
West Virginia
$62.6K
GEA
371
Glen Eagle Advisors
New Jersey
$58.7K
JWA
372
JFS Wealth Advisors
Pennsylvania
$57.3K
MG
373
Mather Group
Illinois
$54.8K
WIM
374
Westside Investment Management
California
$50.6K
MA
375
MCF Advisors
Kentucky
$50K