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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
Osaic Holdings
176
Osaic Holdings
Arizona
$1.37M -$161K -2,514 -10%
BCI
177
Brinker Capital Investments
Pennsylvania
$1.37M +$107K +1,670 +8%
Ensign Peak Advisors
178
Ensign Peak Advisors
Utah
$1.36M -$313K -4,900 -18%
EF
179
Empowered Funds
Pennsylvania
$1.34M +$1.37M +21,397 New
KAS
180
Kestra Advisory Services
Texas
$1.32M +$63.7K +997 +5%
IC
181
IEQ Capital
California
$1.31M +$82.9K +1,297 +7%
HSA
182
HBK Sorce Advisory
Pennsylvania
$1.28M +$3.45K +54 +0.3%
DZ Bank
183
DZ Bank
Germany
$1.26M +$425K +6,646 +49%
MAC
184
Mason & Associates (California)
California
$1.24M
N
185
Numerai
California
$1.18M -$1.42M -22,286 -54%
SFA
186
Sequoia Financial Advisors
Ohio
$1.15M -$639 -10 -0.1%
Envestnet Asset Management
187
Envestnet Asset Management
Illinois
$1.14M -$105K -1,649 -8%
WC
188
Westerkirk Capital
$1.09M +$51.1K +800 +5%
Mercer Global Advisors
189
Mercer Global Advisors
Colorado
$1.09M +$463K +7,244 +71%
VT
190
Vise Technologies
New York
$1.06M
WWA
191
WCG Wealth Advisors
Nevada
$1.04M -$136K -2,120 -11%
HNB
192
Hilltop National Bank
Wyoming
$1.04M -$234K -3,662 -18%
VCA
193
Verdence Capital Advisors
Maryland
$1.02M -$1.47K -23 -0.1%
Corient Private Wealth
194
Corient Private Wealth
Florida
$1.02M -$1.6M -25,089 -61%
Jones Financial Companies
195
Jones Financial Companies
Missouri
$1.01M +$212K +3,321 +25%
EPW
196
Evolve Private Wealth
California
$1.01M +$58.6K +917 +6%
CLOS
197
Compagnie Lombard Odier SCmA
Switzerland
$987K +$260K +4,061 +35%
Cambridge Investment Research Advisors
198
Cambridge Investment Research Advisors
Iowa
$983K -$620K -9,701 -38%
UM
199
UniSuper Management
Australia
$976K
Pathstone Holdings
200
Pathstone Holdings
New Jersey
$950K +$239K +3,740 +33%