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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
UBP
376
Union Bancaire Privee
Switzerland
$170K
SR
377
Swiss Re
Switzerland
$164K +$150K +2,084 New
AssetMark Inc
378
AssetMark Inc
California
$161K +$15.7K +218 +12%
UB
379
UMB Bank
Missouri
$160K
MPWT
380
MassMutual Private Wealth & Trust
Connecticut
$158K +$1.15K +16 +0.8%
T
381
TOBAM
France
$155K +$40.2K +559 +67%
RhumbLine Advisers
382
RhumbLine Advisers
Massachusetts
$154K -$4.03K -56 -3%
CAL
383
Capital Advisors Ltd
Ohio
$149K
CI
384
Corient IA
Florida
$149K -$274K -3,810 -67%
PCTC
385
Perkins Coie Trust Company
Washington
$147K
IA
386
IFP Advisors
Florida
$142K
PGAM
387
Princeton Global Asset Management
New Jersey
$137K
CH
388
Cromwell Holdings
Wyoming
$135K
PWPS
389
Pinnacle Wealth Planning Services
Ohio
$134K
CWIG
390
Chung Wu Investment Group
Texas
$122K
CA
391
CoreCap Advisors
Michigan
$107K +$4.46K +62 +5%
SAM
392
Smartleaf Asset Management
Massachusetts
$106K
PP
393
Pacifica Partners
Canada
$105K
PF
394
PlanVest Financial
Maryland
$105K
MG
395
Mather Group
Illinois
$103K +$31.1K +432 +49%
B
396
Birchbrook
Maine
$102K
FFA
397
Farther Finance Advisors
California
$94.8K +$72 +1 +0.1%
LAM
398
LOM Asset Management
$94.6K
BCWM
399
Bartlett & Co Wealth Management
Ohio
$94.1K
CI
400
CX Institutional
Indiana
$93K

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.