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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
Royal London Asset Management
101
Royal London Asset Management
United Kingdom
$11.9M -$232K -3,220 -2%
OBAM
102
ODDO BHF Asset Management
France
$10.6M +$554K +7,700 +9%
NAS
103
Nykredit A/S
Denmark
$10.2M +$9.34M +129,816 New
Allianz Asset Management
104
Allianz Asset Management
Germany
$10.1M
GP
105
Guardian Partners
Canada
$10.1M -$1.27M -17,666 -12%
MSRPS
106
Maryland State Retirement & Pension System
Maryland
$9.94M +$4.61M +64,101 +102%
LF
107
Lansforsakringar Fondforvaltning
Sweden
$9.82M -$763K -10,602 -8%
SLAM
108
Swiss Life Asset Management
$9.52M +$1.03M +14,325 +13%
Creative Planning
109
Creative Planning
Kansas
$9.33M +$965K +13,416 +13%
Citadel Advisors
110
Citadel Advisors
Florida
$9.15M -$1.22M -17,005 -13%
Citigroup
111
Citigroup
New York
$8.17M -$3.01M -41,774 -29%
Lazard Asset Management
112
Lazard Asset Management
New York
$7.4M +$4.79M +66,538 +239%
MR
113
Munich Reinsurance
$7.33M -$12M -166,534 -64%
Jane Street
114
Jane Street
New York
$7.25M +$3.13M +43,516 +89%
SAM
115
SEB Asset Management
$7.14M +$45.3K +630 +0.7%
Renaissance Technologies
116
Renaissance Technologies
New York
$7.14M +$6.55M +91,035 New
Man Group
117
Man Group
United Kingdom
$6.96M -$11.8M -164,672 -65%
IIM
118
INTECH Investment Management
Florida
$6.66M +$2.46M +34,222 +68%
HPG
119
Harvest Portfolios Group
Ontario, Canada
$6.43M -$115K -1,601 -2%
Cetera Investment Advisers
120
Cetera Investment Advisers
Illinois
$6.32M +$70.5K +979 +1%
LPL Financial
121
LPL Financial
California
$6.3M +$637K +8,857 +12%
Raymond James Financial
122
Raymond James Financial
Florida
$6.22M +$618K +8,587 +12%
IMCOOI
123
Investment Management Corp of Ontario (IMCO)
Canada
$6.2M +$14.4K +200 +0.3%
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$5.89M -$35.9K -499 -0.7%
PFSRSONJ
125
Police & Firemen's Retirement System of New Jersey
New Jersey
$5.85M +$160K +2,222 +3%

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.