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Sun Life Financial

445 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
445
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
CCMIC
26
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$139M
Wellington Management Group
27
Wellington Management Group
Massachusetts
$136M
Goldman Sachs
28
Goldman Sachs
New York
$133M
Swiss National Bank
29
Swiss National Bank
Switzerland
$117M
Charles Schwab
30
Charles Schwab
California
$109M
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$106M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
32
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$100M
Connor, Clark & Lunn Investment Management (CC&L)
33
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$93M
PMAM
34
Picton Mahoney Asset Management
Ontario, Canada
$86.2M
CIBC Asset Management
35
CIBC Asset Management
Ontario, Canada
$84.9M
Invesco
36
Invesco
Georgia
$74.4M
Amundi
37
Amundi
France
$73.6M
Bank of America
38
Bank of America
North Carolina
$70.7M
VPI
39
Value Partners Investments
Manitoba, Canada
$70.4M
VAM
40
Vanguard Asset Management
$69.9M
DekaBank Deutsche Girozentrale
41
DekaBank Deutsche Girozentrale
Germany
$66.7M
Deutsche Bank
42
Deutsche Bank
Germany
$62.9M
BNP Paribas Asset Management
43
BNP Paribas Asset Management
France
$62.7M
AM
44
AGF Management
Ontario, Canada
$62.1M
AIMCA
45
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$61.5M
Caisse de Depot et Placement du Quebec (CDPQ)
46
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$59.8M
BlackRock
47
BlackRock
New York
$57.2M
BAM
48
BCV Asset Management
$54.9M
JAM
49
Jupiter Asset Management
United Kingdom
$53.2M
MSC
50
MUFG Securities (Canada)
New York
$51.4M