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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
JP Morgan Chase
26
JP Morgan Chase
New York
$233M +$15.5M +215,075 +8%
Wellington Management Group
27
Wellington Management Group
Massachusetts
$221M +$46.1M +639,979 +29%
Morgan Stanley
28
Morgan Stanley
New York
$198M -$32.9M -456,625 -15%
Goldman Sachs
29
Goldman Sachs
New York
$188M +$20.3M +282,549 +13%
PMAM
30
Picton Mahoney Asset Management
Ontario, Canada
$161M +$49.4M +686,356 +50%
Charles Schwab
31
Charles Schwab
California
$145M +$7.51M +104,328 +6%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$143M +$9.08M +126,206 +7%
Swiss National Bank
33
Swiss National Bank
Switzerland
$140M -$5.33M -74,000 -4%
BGC
34
Beutel, Goodman & Co
Ontario, Canada
$137M -$83.7M -1,163,635 -40%
Caisse de Depot et Placement du Quebec (CDPQ)
35
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$117M +$38.1M +528,973 +55%
Connor, Clark & Lunn Investment Management (CC&L)
36
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$103M -$12.2M -169,973 -11%
Amundi
37
Amundi
France
$101M +$8.43M +117,210 +10%
AIMCA
38
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$99.9M +$21.1M +292,719 +30%
Vanguard Asset Management
39
Vanguard Asset Management
$97.1M +$8.72M +121,171 +11%
CCMIC
40
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$91.6M -$76.5M -1,062,650 -48%
UBS Group
41
UBS Group
Switzerland
$87.1M +$29.1M +404,775 +57%
AM
42
AGF Management
Ontario, Canada
$84.8M +$7.39M +102,735 +14%
Deutsche Bank
43
Deutsche Bank
Germany
$84.2M +$4.86M +67,515 +7%
BlackRock
44
BlackRock
New York
$81.6M +$9.09M +126,302 +14%
PAMP
45
Polar Asset Management Partners
Ontario, Canada
$78.5M +$72M +1,001,122 New
VPI
46
Value Partners Investments
Manitoba, Canada
$72.2M -$14.8M -204,998 -18%
Public Sector Pension Investment Board (PSP Investments)
47
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$71.7M +$28.3M +393,134 +75%
Bank of America
48
Bank of America
North Carolina
$69.8M -$17.3M -240,323 -21%
BAM
49
BCV Asset Management
$67.8M -$951K -13,215 -2%
DekaBank Deutsche Girozentrale
50
DekaBank Deutsche Girozentrale
Germany
$65.4M

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.