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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
CH
351
Cromwell Holdings
Wyoming
$108K
PWPS
352
Pinnacle Wealth Planning Services
Ohio
$107K -$19.6K -306 -15%
CWIG
353
Chung Wu Investment Group
Texas
$97.2K
BCWM
354
Bartlett & Co Wealth Management
Ohio
$86.6K
SAM
355
Smartleaf Asset Management
Massachusetts
$84.2K -$4.09K -64 -4%
PF
356
PlanVest Financial
Maryland
$83.4K +$85.2K +1,333 New
PP
357
Pacifica Partners
Canada
$83K
CA
358
CoreCap Advisors
Michigan
$81.7K +$13.7K +215 +20%
OP
359
Oslo Pensjonsforsikring
$81.2K +$83.1K +1,300 New
B
360
Birchbrook
Maine
$81K
FFA
361
Farther Finance Advisors
California
$76K +$64 +1 +0.1%
LAM
362
LOM Asset Management
$74.1K
CI
363
CX Institutional
Indiana
$74K -$45.7K -715 -38%
T
364
TOBAM
France
$72K +$16.1K +252 +44%
AF
365
Allworth Financial
California
$69.9K -$256 -4 -0.4%
NB
366
NBT Bank
New York
$67.2K
TCM
367
Triumph Capital Management
Colorado
$67.1K
BIAS
368
Beacon Investment Advisory Services
New Jersey
$65.7K +$67.1K +1,050 New
EPIM
369
Evelyn Partners Investment Management
$64.3K -$4.16K -65 -6%
DB
370
Danske Bank
Denmark
$62.9K -$108K -1,687 -63%
CHC
371
City Holding Co
West Virginia
$62.6K
BWA
372
Basecamp Wealth Advisors
Washington
$62.2K -$511 -8 -0.8%
GEA
373
Glen Eagle Advisors
New Jersey
$58.7K
JWA
374
JFS Wealth Advisors
Pennsylvania
$57.3K -$4.47K -70 -7%
MG
375
Mather Group
Illinois
$54.8K +$56K +876 New