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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

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: $15.8B → $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
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
Ohio Public Employees Retirement System (OPERS)
151
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.65M
VSQM
152
V-Square Quantitative Management
Illinois
$2.22M
Cerity Partners
153
Cerity Partners
New York
$2.18M
CPCM
154
Cardinal Point Capital Management
Ontario, Canada
$2.11M
OIMU
155
Osmosis Investment Management UK
United Kingdom
$2.09M
Ameriprise
156
Ameriprise
Minnesota
$1.97M
MB
157
MidFirst Bank
Oklahoma
$1.92M
VPIM
158
Vanguard Personalized Indexing Management
California
$1.89M
LNWTC
159
Laird Norton Wetherby Trust Company
Washington
$1.86M
M&T Bank
160
M&T Bank
New York
$1.8M
OSAM
161
O'Shaughnessy Asset Management
Connecticut
$1.77M
MGP
162
Metis Global Partners
California
$1.76M
S
163
SignatureFD
Georgia
$1.75M
Lazard Asset Management
164
Lazard Asset Management
New York
$1.74M
EAM
165
Erste Asset Management
Austria
$1.68M
PFA
166
Pathway Financial Advisers
Indiana
$1.6M
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$1.56M
CAM
168
Cidel Asset Management
Ontario, Canada
$1.55M
Assenagon Asset Management
169
Assenagon Asset Management
Luxembourg
$1.55M
QCG
170
Quadrant Capital Group
Ohio
$1.52M
OPA
171
Old Port Advisors
Maine
$1.51M
HighTower Advisors
172
HighTower Advisors
Illinois
$1.48M
ARG
173
Advisory Resource Group
Oklahoma
$1.43M
BFG
174
Bleakley Financial Group
New Jersey
$1.39M
AV
175
ASR Vermogensbeheer
Netherlands
$1.38M