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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
CIAM
476
Caitong International Asset Management
Hong Kong
$2.67K -$146K -2,027 -98%
SHIM
477
Stone House Investment Management
Pennsylvania
$2.04K +$720 +10 +63%
PCM
478
Penserra Capital Management
California
$2K
FWA
479
Flagship Wealth Advisors
Massachusetts
$1.96K +$1.8K +25 New
MCM
480
MV Capital Management
Maryland
$1.8K +$864 +12 +109%
LI
481
LRI Investments
Florida
$1.8K +$1.66K +23 New
PWA
482
Physician Wealth Advisors
Utah
$1.65K +$1.51K +21 New
CFD
483
Creative Financial Designs
Indiana
$1.57K
NRG
484
Nemes Rush Group
Michigan
$1.49K
GBT
485
Grove Bank & Trust
Florida
$1.25K
GFA
486
Godfrey Financial Associates
New York
$1.02K
SGK
487
Steigerwald Gordon & Koch
Virginia
$941
FNWA
488
Financial Network Wealth Advisors
Utah
$549 +$504 +7 New
TFA
489
Transamerica Financial Advisors
Florida
$548 +$432 +6 +600%
Victory Capital Management
490
Victory Capital Management
Texas
$470
BWL
491
Bogart Wealth LLC
Virginia
$314
IPS
492
Investors Portfolio Services
Washington
$314
MWM
493
Mascoma Wealth Management
New Hampshire
$76
JAM
494
Jupiter Asset Management
United Kingdom
-$53.2M -852,474 Closed
PTPFOECYE
495
PBU - The Pension Fund of Early Childhood & Youth Educators
-$17.9M -286,362 Closed
BA
496
Bridgewater Associates
Connecticut
-$15.7M -250,635 Closed
SNT
497
SIG North Trading
Pennsylvania
-$14M -194,641 Closed
SG
498
Sienna Gestion
France
-$11.6M -186,385 Closed
Balyasny Asset Management
499
Balyasny Asset Management
Illinois
-$9.14M -146,173 Closed
Arrowstreet Capital
500
Arrowstreet Capital
Massachusetts
-$7.11M -113,654 Closed

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.