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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
CYG
401
Clean Yield Group
Vermont
$23.8K
DWM
402
Dogwood Wealth Management
Kansas
$20.5K
FGAM
403
Financial Gravity Asset Management
Texas
$19.8K
AA
404
Ancora Advisors
Ohio
$17.7K
SIS
405
Strategic Investment Solutions
Illinois
$15.4K
GWM
406
Geneos Wealth Management
Colorado
$15.1K
BL
407
BFSG LLC
California
$14.1K
HFS
408
Hughes Financial Services
Virginia
$12.8K
ZBNA
409
Zions Bancorporation, National Association
Utah
$12.6K
TPWA
410
Twin Peaks Wealth Advisors
California
$11.9K
BBPWM
411
Blue Bell Private Wealth Management
Pennsylvania
$11.7K
SS
412
SBI Securities
Japan
$11.6K
BIA
413
Bell Investment Advisors
California
$10.6K
WTA
414
Washington Trust Advisors
Massachusetts
$10.3K
BFS
415
Bare Financial Services
Pennsylvania
$9.63K
FMP
416
Financial Management Professionals
Texas
$9.01K
HBW
417
Hazlett, Burt & Watson
West Virginia
$9K
TWD
418
True Wealth Design
Ohio
$8.57K
SS
419
Sunbelt Securities
Texas
$7.63K
TRCT
420
Tower Research Capital (TRC)
New York
$6.26K
KFI
421
Key Financial Inc
Pennsylvania
$6.19K
JAM
422
JCIC Asset Management
Ontario, Canada
$5.94K
BC
423
Barrett & Company
Rhode Island
$5.88K
CIAS
424
CBIZ Investment Advisory Services
Ohio
$5.44K
FC
425
Financial Consulate
Maryland
$4.75K