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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
BC
426
Barrett & Company
Rhode Island
$5.88K
CIAS
427
CBIZ Investment Advisory Services
Ohio
$5.44K +$5.56K +87 New
FC
428
Financial Consulate
Maryland
$4.75K -$71.9K -1,124 -94%
HWP
429
Highline Wealth Partners
California
$4.32K +$3.77K +59 +590%
NSIM
430
North Star Investment Management
Illinois
$2.94K +$447 +7 +18%
TPCW
431
TD Private Client Wealth
New York
$2.56K -$128 -2 -5%
KG
432
Kilter Group
New York
$2.25K +$384 +6 +20%
RFP
433
Root Financial Partners
California
$2.19K +$767 +12 +52%
Optiver Holding
434
Optiver Holding
Netherlands
$2K +$1.73K +27 +540%
PCM
435
Penserra Capital Management
California
$2K
CFD
436
Creative Financial Designs
Indiana
$1.25K
NRG
437
Nemes Rush Group
Michigan
$1.19K
SHIM
438
Stone House Investment Management
Pennsylvania
$1K +$256 +4 +33%
GBT
439
Grove Bank & Trust
Florida
$1K +$1.02K +16 New
CFM
440
Cornerstone Financial Management
Massachusetts
$938
GFA
441
Godfrey Financial Associates
New York
$813
SGK
442
Steigerwald Gordon & Koch
Virginia
$751
MCM
443
MV Capital Management
Maryland
$689 +$384 +6 +120%
Simplex Trading
444
Simplex Trading
Illinois
$437 -$128 -2 -22%
Victory Capital Management
445
Victory Capital Management
Texas
$375
IPS
446
Investors Portfolio Services
Washington
$281 +$256 +4 New
BWL
447
Bogart Wealth LLC
Virginia
$250 +$256 +4 New
TFA
448
Transamerica Financial Advisors
Florida
$62 +$64 +1 New
MWM
449
Mascoma Wealth Management
New Hampshire
$61
Norges Bank
450
Norges Bank
Norway
-$398M -6,376,216 Closed