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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
PS
426
Planning Strategies
Pennsylvania
$43.9K +$40.3K +560 New
MSFP
427
Mark Sheptoff Financial Planning
Connecticut
$41.6K
MWA
428
Medallion Wealth Advisors
Connecticut
$41K
SN
429
Sittner & Nelson
Oregon
$40.2K
BWS
430
Buck Wealth Strategies
Colorado
$40K +$36.7K +510 New
AF
431
Advisornet Financial
Minnesota
$39.2K
SA
432
SRH Advisors
Kansas
$39.2K
SGFG
433
Silver Grove Financial Group
New York
$38.4K +$35.2K +489 New
BBHC
434
Brown Brothers Harriman & Co
New York
$37.7K
ADL
435
Asset Dedication LLC
California
$36.2K -$23.4K -325 -41%
W
436
WealthCollab
Washington
$36.1K
CPG
437
Cornerstone Planning Group
New Jersey
$35.9K
FB
438
First Bancorp
Maine
$34.8K +$32K +444 New
DSC
439
Duncker Streett & Co
Missouri
$32.5K
Bank Julius Baer & Co
440
Bank Julius Baer & Co
Switzerland
$31.9K +$29.2K +406 New
CCWM
441
Cassaday & Co Wealth Management
Virginia
$31.4K
CYG
442
Clean Yield Group
Vermont
$29.8K
DWM
443
Dogwood Wealth Management
Kansas
$25.6K
FGC
444
Financial Gravity Companies
Texas
$24.9K +$22.8K +317 New
BFS
445
Bare Financial Services
Pennsylvania
$21.1K +$8.28K +115 +75%
SIS
446
Strategic Investment Solutions
Illinois
$19.3K
OPTFSNA
447
Old Point Trust & Financial Services N A
Virginia
$19.1K +$17.6K +244 New
GWM
448
Geneos Wealth Management
Colorado
$18.9K
BL
449
BFSG LLC
California
$17.6K
HFS
450
Hughes Financial Services
Virginia
$16.1K

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.