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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
Osaic Holdings
176
Osaic Holdings
Arizona
$1.37M
BCI
177
Brinker Capital Investments
Pennsylvania
$1.37M
Ensign Peak Advisors
178
Ensign Peak Advisors
Utah
$1.36M
EF
179
Empowered Funds
Pennsylvania
$1.34M
KAS
180
Kestra Advisory Services
Texas
$1.32M
IC
181
IEQ Capital
California
$1.31M
HSA
182
HBK Sorce Advisory
Pennsylvania
$1.28M
DZ Bank
183
DZ Bank
Germany
$1.26M
MAC
184
Mason & Associates (California)
California
$1.24M
N
185
Numerai
California
$1.18M
SFA
186
Sequoia Financial Advisors
Ohio
$1.15M
Envestnet Asset Management
187
Envestnet Asset Management
Illinois
$1.14M
WC
188
Westerkirk Capital
$1.09M
Mercer Global Advisors
189
Mercer Global Advisors
Colorado
$1.09M
VT
190
Vise Technologies
New York
$1.06M
WWA
191
WCG Wealth Advisors
Nevada
$1.04M
HNB
192
Hilltop National Bank
Wyoming
$1.04M
VCA
193
Verdence Capital Advisors
Maryland
$1.02M
Corient Private Wealth
194
Corient Private Wealth
Florida
$1.02M
Jones Financial Companies
195
Jones Financial Companies
Missouri
$1.01M
EPW
196
Evolve Private Wealth
California
$1.01M
CLOS
197
Compagnie Lombard Odier SCmA
Switzerland
$987K
Cambridge Investment Research Advisors
198
Cambridge Investment Research Advisors
Iowa
$983K
UM
199
UniSuper Management
Australia
$976K
Pathstone Holdings
200
Pathstone Holdings
New Jersey
$950K