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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
AF
126
Aviso Financial
Ontario, Canada
$5.82M -$3M -41,697 -36%
JT
127
Jupiter Topco
New York
$5.77M +$5.3M +73,657 New
GAM
128
Generali Asset Management
Italy
$5.72M -$1.23M -17,074 -25%
Barclays
129
Barclays
United Kingdom
$5.68M -$2.87M -39,929 -36%
M
130
MOTCO
Texas
$5.56M -$137K -1,898 -3%
FAMI
131
Fideuram Asset Management (Ireland)
$5.24M +$3.23M +44,835 +849%
UIM
132
USS Investment Management
United Kingdom
$4.83M -$915K -12,719 -17%
AF
133
Avanza Fonder
Sweden
$4.77M
QT
134
Quantbot Technologies
New York
$4.74M +$4.35M +60,490 New
Natixis Advisors
135
Natixis Advisors
Massachusetts
$4.71M +$496K +6,898 +13%
BC
136
Burney Company
Virginia
$4.64M -$322K -4,479 -7%
SF
137
Symphony Financial
Texas
$4.57M +$6.19K +86 +0.1%
VA
138
Vident Advisory
Georgia
$4.37M +$658K +9,141 +20%
Commonwealth Equity Services
139
Commonwealth Equity Services
Massachusetts
$4.35M +$165K +2,299 +4%
URS
140
Utah Retirement Systems
Utah
$4.34M -$419K -5,829 -10%
Thrivent Financial for Lutherans
141
Thrivent Financial for Lutherans
Minnesota
$4.32M +$23.6K +328 +0.6%
Stifel Financial
142
Stifel Financial
Missouri
$4.26M +$29.1K +405 +0.8%
Ohio Public Employees Retirement System (OPERS)
143
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.98M +$592K +8,224 +19%
Bessemer Group
144
Bessemer Group
New Jersey
$3.91M +$9.86K +137 +0.3%
AllianceBernstein
145
AllianceBernstein
Tennessee
$3.65M +$300K +4,162 +8%
Mariner
146
Mariner
Kansas
$3.64M -$55.1K -766 -2%
GIM
147
Gold Investment Management
Alberta, Canada
$3.59M +$15.7K +218 +0.5%
CCIA
148
Campbell & Co Investment Adviser
Maryland
$3.53M +$3.23M +44,954 New
KIA
149
Kraematon Investment Advisors
Massachusetts
$3.36M -$7.99K -111 -0.3%
GIBU
150
Gulf International Bank (UK)
United Kingdom
$3.3M -$45.6K -633 -1%

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.