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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

63% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 30

50% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 117

2% more funds holding

Funds holding: 439449 (+10)

0.27% less ownership

Funds ownership: 45.18%44.91% (-0.27%)

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
+10
Holders Change %
+2.28%
% of All Funds
5.53%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
49
Increased
176
Reduced
117
Closed
30
Calls
$169M
Puts
$396M
Net Calls
-$226M
Net Calls Change
+$205M
Name Holding Trade Value Shares
Change
Change in
Stake
DSC
401
Duncker Streett & Co
Missouri
$25.9K
CCWM
402
Cassaday & Co Wealth Management
Virginia
$25K +$25.6K +400 New
CYG
403
Clean Yield Group
Vermont
$23.8K -$19.1K -299 -44%
DWM
404
Dogwood Wealth Management
Kansas
$20.5K
FGAM
405
Financial Gravity Asset Management
Texas
$19.8K
AA
406
Ancora Advisors
Ohio
$17.7K -$1.79K -28 -9%
SIS
407
Strategic Investment Solutions
Illinois
$15.4K
GWM
408
Geneos Wealth Management
Colorado
$15.1K
BL
409
BFSG LLC
California
$14.1K
HFS
410
Hughes Financial Services
Virginia
$12.8K
ZBNA
411
Zions Bancorporation, National Association
Utah
$12.6K -$1.22K -19 -9%
TPWA
412
Twin Peaks Wealth Advisors
California
$11.9K +$12.1K +190 New
BBPWM
413
Blue Bell Private Wealth Management
Pennsylvania
$11.7K
SS
414
SBI Securities
Japan
$11.6K
BIA
415
Bell Investment Advisors
California
$10.6K
WTA
416
Washington Trust Advisors
Massachusetts
$10.3K
BFS
417
Bare Financial Services
Pennsylvania
$9.63K +$1.92K +30 +24%
FMP
418
Financial Management Professionals
Texas
$9.01K
HBW
419
Hazlett, Burt & Watson
West Virginia
$9K
TWD
420
True Wealth Design
Ohio
$8.57K
SS
421
Sunbelt Securities
Texas
$7.63K
NA
422
NewEdge Advisors
Louisiana
$6.73K +$64 +1 +0.9%
TRCT
423
Tower Research Capital (TRC)
New York
$6.26K -$187K -2,921 -97%
KFI
424
Key Financial Inc
Pennsylvania
$6.19K
JAM
425
JCIC Asset Management
Ontario, Canada
$5.94K