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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
HWP
426
Highline Wealth Partners
California
$4.32K
NSIM
427
North Star Investment Management
Illinois
$2.94K
TPCW
428
TD Private Client Wealth
New York
$2.56K
KG
429
Kilter Group
New York
$2.25K
RFP
430
Root Financial Partners
California
$2.19K
Optiver Holding
431
Optiver Holding
Netherlands
$2K
PCM
432
Penserra Capital Management
California
$2K
CFD
433
Creative Financial Designs
Indiana
$1.25K
NRG
434
Nemes Rush Group
Michigan
$1.19K
SHIM
435
Stone House Investment Management
Pennsylvania
$1K
GBT
436
Grove Bank & Trust
Florida
$1K
CFM
437
Cornerstone Financial Management
Massachusetts
$938
GFA
438
Godfrey Financial Associates
New York
$813
SGK
439
Steigerwald Gordon & Koch
Virginia
$751
MCM
440
MV Capital Management
Maryland
$689
Simplex Trading
441
Simplex Trading
Illinois
$437
Victory Capital Management
442
Victory Capital Management
Texas
$375
IPS
443
Investors Portfolio Services
Washington
$281
BWL
444
Bogart Wealth LLC
Virginia
$250
TFA
445
Transamerica Financial Advisors
Florida
$62
MWM
446
Mascoma Wealth Management
New Hampshire
$61
Norges Bank
447
Norges Bank
Norway
Two Sigma Advisers
448
Two Sigma Advisers
New York
FAF
449
Första AP-fonden
Sweden
JFG
450
Jefferies Financial Group
New York