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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
AA
376
Addison Advisors
Vermont
$49.4K
ADL
377
Asset Dedication LLC
California
$49.2K
MCM
378
Manchester Capital Management
Vermont
$48.9K
EPIMS
379
Evelyn Partners Investment Management Services
$48.6K
OC
380
Oakworth Capital
Alabama
$46.8K
BTD
381
BankPlus Trust Department
Mississippi
$42.6K
API
382
Asset Planning Inc
California
$42.4K
AWM
383
Abound Wealth Management
Tennessee
$39.9K
MSFP
384
Mark Sheptoff Financial Planning
Connecticut
$38.8K
CTC
385
Central Trust Company
Missouri
$37.5K
LFG
386
Larson Financial Group
Missouri
$37K
GI
387
GAMMA Investing
California
$36K
SA
388
Scarborough Advisors
Maryland
$32.7K
MWA
389
Medallion Wealth Advisors
Connecticut
$32.7K
CPG
390
Cornerstone Planning Group
New Jersey
$32.3K
SN
391
Sittner & Nelson
Oregon
$32.1K
AF
392
Advisornet Financial
Minnesota
$31.3K
SA
393
SRH Advisors
Kansas
$31.3K
TFIPS
394
Towarzystwo Funduszy Inwestycyjnych PZU SA
$31.3K
PTC
395
Private Trust Company
Ohio
$31.1K
BBHC
396
Brown Brothers Harriman & Co
New York
$30.1K
AAP
397
Arax Advisory Partners
Colorado
$29.2K
W
398
WealthCollab
Washington
$28.8K
DSC
399
Duncker Streett & Co
Missouri
$25.9K
CCWM
400
Cassaday & Co Wealth Management
Virginia
$25K