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Sun Life Financial

493 hedge funds and large institutions have $20B invested in Sun Life Financial in 2026 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 178 increasing their positions, 130 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 27

37% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 130

28% more capital invested

Capital invested by funds: $15.6B → $20B (+$4.39B)

9% more funds holding

Funds holding: 451493 (+42)

0.54% more ownership

Funds ownership: 44.91%45.45% (+0.54%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

46% less call options, than puts

Call options by funds: $252M | Put options by funds: $471M

Holders
493
Holders Change
+42
Holders Change %
+9.31%
% of All Funds
5.95%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
78
Increased
178
Reduced
130
Closed
27
Calls
$252M
Puts
$471M
Net Calls
-$219M
Net Calls Change
+$7.58M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
176
Quadrant Capital Group
Ohio
$1.9M
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$1.89M -$58.8K -817 -3%
Wells Fargo
178
Wells Fargo
California
$1.89M -$1.37M -19,066 -44%
PNC Financial Services Group
179
PNC Financial Services Group
Pennsylvania
$1.87M -$2.32M -32,191 -57%
1C
180
111 Capital
France
$1.86M +$1.11M +15,362 +183%
Twin Tree Management
181
Twin Tree Management
Texas
$1.82M +$1.67M +23,155 New
HighTower Advisors
182
HighTower Advisors
Illinois
$1.8M -$58.9K -818 -3%
Mercer Global Advisors
183
Mercer Global Advisors
Colorado
$1.79M +$391K +5,437 +31%
AV
184
ASR Vermogensbeheer
Netherlands
$1.76M +$22.1K +307 +1%
ARG
185
Advisory Resource Group
Oklahoma
$1.75M -$39.4K -548 -2%
MGP
186
Metis Global Partners
California
$1.72M -$456K -6,342 -22%
Susquehanna International Group
187
Susquehanna International Group
Pennsylvania
$1.71M +$1.57M +21,860 New
Ensign Peak Advisors
188
Ensign Peak Advisors
Utah
$1.71M
UM
189
UniSuper Management
Australia
$1.71M +$298K +4,142 +37%
KAS
190
Kestra Advisory Services
Texas
$1.65M -$1.51K -21 -0.1%
Ameriprise
191
Ameriprise
Minnesota
$1.65M -$511K -7,096 -30%
OIMU
192
Osmosis Investment Management UK
United Kingdom
$1.64M -$914K -12,695 -38%
Capstone Investment Advisors
193
Capstone Investment Advisors
New York
$1.63M +$967K +13,431 +184%
State Street
194
State Street
Massachusetts
$1.59M +$628K +8,726 +75%
DZ Bank
195
DZ Bank
Germany
$1.59M
EF
196
Empowered Funds
Pennsylvania
$1.58M -$89.8K -1,248 -6%
MAC
197
Mason & Associates (California)
California
$1.57M
HSA
198
HBK Sorce Advisory
Pennsylvania
$1.51M +$10.9K +152 +0.8%
SFA
199
Sequoia Financial Advisors
Ohio
$1.43M -$14.9K -207 -1%
Corient Private Wealth
200
Corient Private Wealth
Florida
$1.41M +$117K +1,629 +10%

SLF Hedge Fund Activity: Q2 2026 in Review

493 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q2 2026, worth a combined $20B — up 28% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new SLF positions and 27 closed out — a net gain of 51 holders — while 178 added to existing stakes and 130 trimmed.

The largest buyer was Fidelity International, adding an estimated $426M. The largest seller was TD Asset Management, cutting an estimated $282M.

  • 493 institutional investors held Sun Life Financial (SLF) as of Q2 2026, up from 451 in Q1 2026.
  • Funds reported $20B of Sun Life Financial stock for Q2 2026, up 28% quarter-over-quarter.
  • 78 funds opened new Sun Life Financial positions in Q2 2026 and 27 closed out, a net change of +51 holders.
  • The largest Sun Life Financial buyer in Q2 2026 was Fidelity International, an estimated $426M added.
  • The largest Sun Life Financial seller in Q2 2026 was TD Asset Management, an estimated $282M sold.

Based on aggregated 13F filings for Q2 2026.