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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
IA
401
IFG Advisory
Georgia
$92.7K +$85.1K +1,182 New
AF
402
Allworth Financial
California
$85.3K -$2.09K -29 -3%
TCM
403
Triumph Capital Management
Colorado
$84.1K
BIAS
404
Beacon Investment Advisory Services
New Jersey
$82.3K
DB
405
Danske Bank
Denmark
$78.7K
CHC
406
City Holding Co
West Virginia
$78.4K
TRCT
407
Tower Research Capital (TRC)
New York
$78.4K +$64.8K +900 +900%
BWA
408
Basecamp Wealth Advisors
Washington
$77.9K
GEA
409
Glen Eagle Advisors
New Jersey
$73.6K
JWA
410
JFS Wealth Advisors
Pennsylvania
$72.8K +$864 +12 +1%
EP
411
Evelyn Partners
$71.1K +$65.2K +906 New
WIM
412
Westside Investment Management
California
$62.8K
LFG
413
Larson Financial Group
Missouri
$62.5K +$14.8K +205 +35%
TFIPS
414
Towarzystwo Funduszy Inwestycyjnych PZU SA
$60.2K +$19.4K +270 +54%
OC
415
Oakworth Capital
Alabama
$58.7K
CAL
416
Capital Analysts LLC
Pennsylvania
$58K +$53.1K +738 New
BTD
417
BankPlus Trust Department
Mississippi
$53.4K
API
418
Asset Planning Inc
California
$53.2K
PTC
419
Private Trust Company
Ohio
$51.1K +$11.1K +154 +31%
AWM
420
Abound Wealth Management
Tennessee
$50K
MIP
421
Mondrian Investment Partners
United Kingdom
$49.2K +$31.8K +442 New
MCM
422
Manchester Capital Management
Vermont
$47.8K -$12.4K -173 -22%
CTC
423
Central Trust Company
Missouri
$47.1K
MA
424
MCF Advisors
Kentucky
$46K -$15.4K -214 -27%
GI
425
GAMMA Investing
California
$45.2K

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.