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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
Two Sigma Advisers
451
Two Sigma Advisers
New York
-$24.8M -397,732 Closed
FAF
452
Första AP-fonden
Sweden
-$18.5M -296,300 Closed
JFG
453
Jefferies Financial Group
New York
-$8.05M -129,000 Closed
Skandinaviska Enskilda Banken (SEB)
454
Skandinaviska Enskilda Banken (SEB)
Sweden
-$5.38M -86,289 Closed
Qube Research & Technologies (QRT)
455
Qube Research & Technologies (QRT)
United Kingdom
-$2.79M -44,634 Closed
XT
456
XTX Topco
Cayman Islands
-$2.01M -32,256 Closed
Principal Financial Group
457
Principal Financial Group
Iowa
-$1.38M -22,033 Closed
CCIA
458
Campbell & Co Investment Adviser
Maryland
-$1.17M -18,771 Closed
HAG
459
HighPoint Advisor Group
Illinois
-$994K -15,931 Closed
Walleye Capital
460
Walleye Capital
New York
-$702K -11,252 Closed
QT
461
Quantbot Technologies
New York
-$699K -11,209 Closed
DAS
462
Diversify Advisory Services
Utah
-$539K -8,580 Closed
SOW
463
State of Wyoming
Wyoming
-$468K -7,490 Closed
AIM
464
Aigen Investment Management
New York
-$605K -7,059 Closed
TA
465
TFB Advisors
Kansas
-$437K -7,000 Closed
X
466
Xponance
Pennsylvania
-$378K -6,055 Closed
VA
467
Valmark Advisers
Ohio
-$288K -4,614 Closed
AC
468
AlphaCore Capital
California
-$276K -4,425 Closed
WANY
469
Wealthspire Advisors (New York)
New York
-$247K -3,966 Closed
ALAM
470
Asahi Life Asset Management
Japan
-$233K -3,729 Closed
MOS
471
MGO One Seven
Ohio
-$231K -3,696 Closed
FPAS
472
Focus Partners Advisor Solutions
Missouri
-$220K -3,524 Closed
IBOK
473
Independence Bank of Kentucky
Kentucky
-$177K -2,844 Closed
PWMG
474
Private Wealth Management Group
New Jersey
-$49.7K -797 Closed
EPG
475
Estate Planners Group
Pennsylvania
-$20.1K -323 Closed