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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
CCMIC
26
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$139M +$74M +1,157,110 +108%
Wellington Management Group
27
Wellington Management Group
Massachusetts
$136M -$4.79M -74,860 -3%
Goldman Sachs
28
Goldman Sachs
New York
$133M +$34.8M +544,309 +35%
Swiss National Bank
29
Swiss National Bank
Switzerland
$117M +$24.2M +378,600 +25%
Charles Schwab
30
Charles Schwab
California
$109M +$3.31M +51,797 +3%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$106M +$4.05M +63,325 +4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
32
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$100M +$97.9M +1,531,200 +2,187%
Connor, Clark & Lunn Investment Management (CC&L)
33
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$93M -$80.7M -1,262,498 -46%
PMAM
34
Picton Mahoney Asset Management
Ontario, Canada
$86.2M +$87.9M +1,374,917 New
CIBC Asset Management
35
CIBC Asset Management
Ontario, Canada
$84.9M +$872K +13,633 +1%
Invesco
36
Invesco
Georgia
$74.4M -$12.5M -194,833 -14%
Amundi
37
Amundi
France
$73.6M -$3.56M -55,656 -5%
Bank of America
38
Bank of America
North Carolina
$70.7M -$30.3M -473,879 -30%
VPI
39
Value Partners Investments
Manitoba, Canada
$70.4M +$154K +2,412 +0.2%
VAM
40
Vanguard Asset Management
$69.9M +$71.3M +1,115,506 New
DekaBank Deutsche Girozentrale
41
DekaBank Deutsche Girozentrale
Germany
$66.7M
Deutsche Bank
42
Deutsche Bank
Germany
$62.9M -$8.19M -128,125 -11%
BNP Paribas Asset Management
43
BNP Paribas Asset Management
France
$62.7M +$44.3M +693,115 +225%
AM
44
AGF Management
Ontario, Canada
$62.1M +$207K +3,241 +0.5%
AIMCA
45
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$61.5M +$3.45M +53,953 +6%
Caisse de Depot et Placement du Quebec (CDPQ)
46
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$59.8M +$37.7M +590,033 +161%
BlackRock
47
BlackRock
New York
$57.2M +$3.81M +59,622 +7%
BAM
48
BCV Asset Management
$54.9M +$781K +12,214 +1%
JAM
49
Jupiter Asset Management
United Kingdom
$53.2M +$54.5M +852,474 New
MSC
50
MUFG Securities (Canada)
New York
$51.4M -$1.74M -27,178 -3%