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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
Ohio Public Employees Retirement System (OPERS)
151
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.65M -$52K -813 -2%
VSQM
152
V-Square Quantitative Management
Illinois
$2.22M
Cerity Partners
153
Cerity Partners
New York
$2.18M +$548K +8,567 +33%
CPCM
154
Cardinal Point Capital Management
Ontario, Canada
$2.11M +$31.3K +490 +1%
OIMU
155
Osmosis Investment Management UK
United Kingdom
$2.09M -$1.05M -16,417 -33%
Ameriprise
156
Ameriprise
Minnesota
$1.97M +$575K +8,994 +61%
MB
157
MidFirst Bank
Oklahoma
$1.92M +$8.5K +133 +0.4%
VPIM
158
Vanguard Personalized Indexing Management
California
$1.89M -$101K -1,580 -5%
LNWTC
159
Laird Norton Wetherby Trust Company
Washington
$1.86M -$27.2K -425 -1%
M&T Bank
160
M&T Bank
New York
$1.8M -$60.7K -950 -3%
OSAM
161
O'Shaughnessy Asset Management
Connecticut
$1.77M -$4.57M -71,471 -72%
MGP
162
Metis Global Partners
California
$1.76M -$172K -2,694 -9%
S
163
SignatureFD
Georgia
$1.75M +$14.3K +223 +0.8%
Lazard Asset Management
164
Lazard Asset Management
New York
$1.74M +$1.23M +19,248 +225%
EAM
165
Erste Asset Management
Austria
$1.68M -$38.4K -600 -2%
PFA
166
Pathway Financial Advisers
Indiana
$1.6M +$69.4K +1,085 +4%
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$1.56M -$12.6K -197 -0.8%
CAM
168
Cidel Asset Management
Ontario, Canada
$1.55M -$116K -1,816 -7%
Assenagon Asset Management
169
Assenagon Asset Management
Luxembourg
$1.55M +$25.1K +392 +2%
QCG
170
Quadrant Capital Group
Ohio
$1.52M -$228K -3,561 -13%
OPA
171
Old Port Advisors
Maine
$1.51M +$217K +3,396 +16%
HighTower Advisors
172
HighTower Advisors
Illinois
$1.48M -$9.59K -150 -0.6%
ARG
173
Advisory Resource Group
Oklahoma
$1.43M -$18K -281 -1%
BFG
174
Bleakley Financial Group
New Jersey
$1.39M +$190K +2,976 +16%
AV
175
ASR Vermogensbeheer
Netherlands
$1.38M -$44.8K -700 -3%