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Sun Life Financial

446 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
446
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
VSQM
151
V-Square Quantitative Management
Illinois
$2.22M
Cerity Partners
152
Cerity Partners
New York
$2.18M
CPCM
153
Cardinal Point Capital Management
Ontario, Canada
$2.11M
OIMU
154
Osmosis Investment Management UK
United Kingdom
$2.09M
Ameriprise
155
Ameriprise
Minnesota
$1.97M
MB
156
MidFirst Bank
Oklahoma
$1.92M
VPIM
157
Vanguard Personalized Indexing Management
California
$1.89M
LNWTC
158
Laird Norton Wetherby Trust Company
Washington
$1.86M
M&T Bank
159
M&T Bank
New York
$1.8M
OSAM
160
O'Shaughnessy Asset Management
Connecticut
$1.77M
MGP
161
Metis Global Partners
California
$1.76M
S
162
SignatureFD
Georgia
$1.75M
Lazard Asset Management
163
Lazard Asset Management
New York
$1.74M
EAM
164
Erste Asset Management
Austria
$1.68M
PFA
165
Pathway Financial Advisers
Indiana
$1.6M
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$1.56M
CAM
167
Cidel Asset Management
Ontario, Canada
$1.55M
Assenagon Asset Management
168
Assenagon Asset Management
Luxembourg
$1.55M
QCG
169
Quadrant Capital Group
Ohio
$1.52M
OPA
170
Old Port Advisors
Maine
$1.51M
HighTower Advisors
171
HighTower Advisors
Illinois
$1.48M
ARG
172
Advisory Resource Group
Oklahoma
$1.43M
BFG
173
Bleakley Financial Group
New Jersey
$1.39M
AV
174
ASR Vermogensbeheer
Netherlands
$1.38M
Osaic Holdings
175
Osaic Holdings
Arizona
$1.37M