We are live on ! Find out more
SLF icon

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
ZBNA
451
Zions Bancorporation, National Association
Utah
$15.8K
SS
452
SBI Securities
Japan
$14.5K
CMP
453
Coston McIsaac & Partners
Maine
$14K +$13.2K +183 New
KG
454
Kilter Group
New York
$13.6K +$9.93K +138 +383%
WTA
455
Washington Trust Advisors
Massachusetts
$12.9K
FMP
456
Financial Management Professionals
Texas
$12.9K +$1.44K +20 +14%
HBW
457
Hazlett, Burt & Watson
West Virginia
$12K
TWD
458
True Wealth Design
Ohio
$10.7K
AA
459
Ancora Advisors
Ohio
$10.6K -$10.7K -148 -52%
EWP
460
Elevation Wealth Partners
California
$9.49K +$8.71K +121 New
TPCW
461
TD Private Client Wealth
New York
$8.23K +$4.61K +64 +156%
KFI
462
Key Financial Inc
Pennsylvania
$7.76K
CFM
463
Cornerstone Financial Management
Massachusetts
$7.68K +$5.97K +83 +553%
BC
464
Barrett & Company
Rhode Island
$7.37K
APFP
465
Action Point Financial Planning
Michigan
$6.74K +$6.19K +86 New
FC
466
Financial Consulate
Maryland
$6.43K +$432 +6 +8%
JAM
467
JCIC Asset Management
Ontario, Canada
$5.94K
BIA
468
Bell Investment Advisors
California
$5.57K -$7.12K -99 -58%
IFWM
469
Institute for Wealth Management
Colorado
$5.46K +$5.04K +70 New
CIAS
470
CBIZ Investment Advisory Services
Ohio
$5.44K
HWP
471
Highline Wealth Partners
California
$5.41K
BFPW
472
BOK Financial Private Wealth
Colorado
$4.78K +$4.39K +61 New
JFA
473
JNBA Financial Advisors
Minnesota
$4.16K +$3.81K +53 New
NSIM
474
North Star Investment Management
Illinois
$3.69K
RWM
475
Raffa Wealth Management
District of Columbia
$3.21K +$1.15K +16 +64%

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.