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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
Royal London Asset Management
101
Royal London Asset Management
United Kingdom
$9.71M
LSWM
102
Lorne Steinberg Wealth Management
Canada
$9.63M
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$9.41M
GP
104
Guardian Partners
Canada
$9.16M
Balyasny Asset Management
105
Balyasny Asset Management
Illinois
$9.14M
Citigroup
106
Citigroup
New York
$9.11M
LIP
107
Lighthouse Investment Partners
Florida
$8.86M
LF
108
Lansforsakringar Fondforvaltning
Sweden
$8.48M
Citadel Advisors
109
Citadel Advisors
Florida
$8.36M
OBAM
110
ODDO BHF Asset Management
France
$7.61M
AF
111
Aviso Financial
Ontario, Canada
$7.25M
Arrowstreet Capital
112
Arrowstreet Capital
Massachusetts
$7.11M
Barclays
113
Barclays
United Kingdom
$7.03M
A
114
AustralianSuper
Australia
$6.89M
SLAM
115
Swiss Life Asset Management
$6.71M
Creative Planning
116
Creative Planning
Kansas
$6.61M
GAM
117
Generali Asset Management
Italy
$5.97M
SAM
118
SEB Asset Management
$5.64M
Janus Henderson Group
119
Janus Henderson Group
United Kingdom
$5.24M
HPG
120
Harvest Portfolios Group
Ontario, Canada
$5.23M
Cetera Investment Advisers
121
Cetera Investment Advisers
Illinois
$4.98M
IMCOOI
122
Investment Management Corp of Ontario (IMCO)
Canada
$4.94M
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$4.73M
UIM
124
USS Investment Management
United Kingdom
$4.67M
M
125
MOTCO
Texas
$4.56M