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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
M
126
MOTCO
Texas
$4.56M +$4.92K +77 +0.1%
PFSRSONJ
127
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.52M -$220K -3,437 -5%
LPL Financial
128
LPL Financial
California
$4.47M +$25.3K +395 +0.6%
Raymond James Financial
129
Raymond James Financial
Florida
$4.42M -$693K -10,838 -13%
BC
130
Burney Company
Virginia
$3.98M -$1.38M -21,659 -25%
MSRPS
131
Maryland State Retirement & Pension System
Maryland
$3.92M +$200K +3,135 +5%
URS
132
Utah Retirement Systems
Utah
$3.82M -$138K -2,151 -3%
AF
133
Avanza Fonder
Sweden
$3.74M
SF
134
Symphony Financial
Texas
$3.59M +$23.8K +372 +0.6%
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$3.5M +$2.2M +34,437 +160%
Thrivent Financial for Lutherans
136
Thrivent Financial for Lutherans
Minnesota
$3.42M +$3.5M +54,762 New
AllianceBernstein
137
AllianceBernstein
Tennessee
$3.38M -$49K -766 -1%
Stifel Financial
138
Stifel Financial
Missouri
$3.37M +$25.3K +395 +0.7%
Commonwealth Equity Services
139
Commonwealth Equity Services
Massachusetts
$3.33M +$18.1K +283 +0.5%
Natixis Advisors
140
Natixis Advisors
Massachusetts
$3.33M +$490K +7,670 +17%
IIM
141
INTECH Investment Management
Florida
$3.16M +$412K +6,452 +15%
HIM
142
Hillsdale Investment Management
Ontario, Canada
$3.14M +$2.98M +46,675 +1,342%
Bessemer Group
143
Bessemer Group
New Jersey
$3.11M +$29.6K +463 +0.9%
Jane Street
144
Jane Street
New York
$3.06M -$17.5M -273,070 -85%
Mariner
145
Mariner
Kansas
$2.95M +$162K +2,534 +6%
VA
146
Vident Advisory
Georgia
$2.91M +$2.24M +35,039 +306%
GIM
147
Gold Investment Management
Alberta, Canada
$2.85M +$62.6K +980 +2%
Wells Fargo
148
Wells Fargo
California
$2.7M +$47.7K +746 +2%
KIA
149
Kraematon Investment Advisors
Massachusetts
$2.69M +$9.97K +156 +0.4%
GIBU
150
Gulf International Bank (UK)
United Kingdom
$2.67M +$912K +14,262 +50%