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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

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: $15.8B → $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
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
WIM
376
Westside Investment Management
California
$50.6K
MA
377
MCF Advisors
Kentucky
$50K
AA
378
Addison Advisors
Vermont
$49.4K
ADL
379
Asset Dedication LLC
California
$49.2K
MCM
380
Manchester Capital Management
Vermont
$48.9K
EPIMS
381
Evelyn Partners Investment Management Services
$48.6K
OC
382
Oakworth Capital
Alabama
$46.8K
BTD
383
BankPlus Trust Department
Mississippi
$42.6K
API
384
Asset Planning Inc
California
$42.4K
AWM
385
Abound Wealth Management
Tennessee
$39.9K
MSFP
386
Mark Sheptoff Financial Planning
Connecticut
$38.8K
CTC
387
Central Trust Company
Missouri
$37.5K
LFG
388
Larson Financial Group
Missouri
$37K
GI
389
GAMMA Investing
California
$36K
SA
390
Scarborough Advisors
Maryland
$32.7K
MWA
391
Medallion Wealth Advisors
Connecticut
$32.7K
CPG
392
Cornerstone Planning Group
New Jersey
$32.3K
SN
393
Sittner & Nelson
Oregon
$32.1K
AF
394
Advisornet Financial
Minnesota
$31.3K
SA
395
SRH Advisors
Kansas
$31.3K
TFIPS
396
Towarzystwo Funduszy Inwestycyjnych PZU SA
$31.3K
PTC
397
Private Trust Company
Ohio
$31.1K
BBHC
398
Brown Brothers Harriman & Co
New York
$30.1K
AAP
399
Arax Advisory Partners
Colorado
$29.2K
W
400
WealthCollab
Washington
$28.8K