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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
Royal London Asset Management
101
Royal London Asset Management
United Kingdom
$9.71M
LSWM
102
Lorne Steinberg Wealth Management
Canada
$9.63M +$1.7M +26,582 +21%
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$9.41M +$313K +4,898 +3%
GP
104
Guardian Partners
Canada
$9.16M -$149K -2,327 -2%
Balyasny Asset Management
105
Balyasny Asset Management
Illinois
$9.14M +$8.98M +140,494 +2,474%
Citigroup
106
Citigroup
New York
$9.11M -$7.21M -112,772 -44%
LIP
107
Lighthouse Investment Partners
Florida
$8.86M +$9.06M +141,691 New
LF
108
Lansforsakringar Fondforvaltning
Sweden
$8.48M +$71.9K +1,125 +0.8%
Citadel Advisors
109
Citadel Advisors
Florida
$8.36M +$1.03M +16,055 +14%
P
110
PensionDanmark
Denmark
$8.2M -$500K -7,815 -6%
OBAM
111
ODDO BHF Asset Management
France
$7.61M +$230K +3,600 +4%
AF
112
Aviso Financial
Ontario, Canada
$7.25M -$364K -5,690 -5%
Arrowstreet Capital
113
Arrowstreet Capital
Massachusetts
$7.11M +$1.05M +16,376 +17%
Barclays
114
Barclays
United Kingdom
$7.03M -$14M -218,917 -66%
A
115
AustralianSuper
Australia
$6.89M +$222K +3,467 +3%
SLAM
116
Swiss Life Asset Management
$6.71M -$4.14M -64,829 -38%
Creative Planning
117
Creative Planning
Kansas
$6.61M +$1.41M +21,987 +26%
GAM
118
Generali Asset Management
Italy
$5.97M +$1.54M +24,096 +54%
SAM
119
SEB Asset Management
$5.64M +$5.78M +90,356 New
Janus Henderson Group
120
Janus Henderson Group
United Kingdom
$5.24M +$1.34M +20,993 +33%
HPG
121
Harvest Portfolios Group
Ontario, Canada
$5.23M +$916K +14,332 +21%
Cetera Investment Advisers
122
Cetera Investment Advisers
Illinois
$4.98M -$100K -1,571 -2%
IMCOOI
123
Investment Management Corp of Ontario (IMCO)
Canada
$4.94M +$678K +10,600 +16%
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$4.73M +$3.57M +55,802 +282%
UIM
125
USS Investment Management
United Kingdom
$4.67M +$26.5K +414 +0.6%