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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
FPAS
351
Focus Partners Advisor Solutions
Missouri
$234K +$215K +2,988 New
CIA
352
Concurrent Investment Advisors
Florida
$234K +$215K +2,983 New
MC
353
Maverick Capital
Texas
$234K +$215K +2,981 New
PSP
354
Principal Street Partners
Tennessee
$233K +$214K +2,977 New
BGAI
355
Bruce G. Allen Investments
Colorado
$233K -$1.87K -26 -0.9%
SG Americas Securities
356
SG Americas Securities
New York
$232K +$150K +2,083 New
CB
357
Commerce Bank
Missouri
$231K +$212K +2,946 New
UCFA
358
United Capital Financial Advisors
Texas
$228K +$209K +2,908 New
MCA
359
Magnolia Capital Advisors
Mississippi
$227K +$208K +2,891 New
ONB
360
Old National Bancorp
Indiana
$226K +$207K +2,882 New
IB
361
Intrust Bank
Kansas
$221K +$203K +2,816 New
HCM
362
Howland Capital Management
Massachusetts
$218K +$200K +2,783 New
FHC
363
First Horizon Corporation
Tennessee
$217K
WANY
364
Wealthspire Advisors (New York)
New York
$215K +$198K +2,745 New
EWA
365
EverSource Wealth Advisors
Alabama
$212K -$62.1K -863 -24%
FLPIM
366
F.L. Putnam Investment Management
Massachusetts
$211K +$194K +2,691 New
NA
367
NewEdge Advisors
Louisiana
$211K +$185K +2,577 +2,386%
RC
368
Rexford Capital
Texas
$208K
MCM
369
Mengis Capital Management
Oregon
$202K +$185K +2,577 New
VWM
370
Vigilare Wealth Management
Arizona
$202K +$185K +2,570 New
BTI
371
Blue Trust Inc
Georgia
$201K -$30K -417 -14%
LOAMS
372
Lombard Odier Asset Management (Switzerland)
Switzerland
$201K -$583K -8,100 -76%
CA
373
Clearstead Advisors
Ohio
$195K +$179K +2,487 New
GRP
374
Global Retirement Partners
California
$189K +$173K +2,411 New
UBS AM
375
UBS AM
Illinois
$178K

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.