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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
SC
201
Savant Capital
Illinois
$938K +$517K +8,081 +117%
US Bancorp
202
US Bancorp
Minnesota
$888K +$35.1K +549 +4%
Credit Agricole
203
Credit Agricole
France
$881K +$9.08K +142 +1%
Janney Montgomery Scott
204
Janney Montgomery Scott
Pennsylvania
$872K +$25.9K +405 +3%
Truist Financial
205
Truist Financial
North Carolina
$857K +$22.1K +346 +3%
IAA
206
Independent Advisor Alliance
North Carolina
$827K -$3.58K -56 -0.4%
SC
207
Syon Capital
California
$817K -$8.82K -138 -1%
RG
208
Rathbones Group
United Kingdom
$809K +$15K +235 +2%
JIM
209
JCP Investment Management
Texas
$798K +$816K +12,762 New
Brown Advisory
210
Brown Advisory
Maryland
$789K +$131K +2,051 +19%
QP
211
Quilter Plc
United Kingdom
$770K -$7.35K -115 -1%
EWM
212
Empirical Wealth Management
Washington
$750K +$37.5K +586 +5%
Focus Partners Wealth
213
Focus Partners Wealth
Massachusetts
$746K +$242K +3,786 +48%
Capital World Investors
214
Capital World Investors
California
$727K
State Street
215
State Street
Massachusetts
$725K -$4.03K -63 -0.5%
Wealth Enhancement Advisory Services
216
Wealth Enhancement Advisory Services
Minnesota
$711K +$579K +9,057 +70%
BNP Paribas Financial Markets
217
BNP Paribas Financial Markets
France
$699K +$9.08K +142 +1%
NAM
218
NorthCrest Asset Manangement
Minnesota
$687K
PIM
219
Plato Investment Management
Australia
$669K +$685K +10,716 New
LOAMS
220
Lombard Odier Asset Management (Switzerland)
Switzerland
$668K -$1.26M -19,677 -65%
GAM
221
Gotham Asset Management
New York
$662K +$297K +4,641 +78%
S
222
SimplyRich
California
$657K
BHCM
223
Brevan Howard Capital Management
Jersey
$655K +$670K +10,476 New
CAM
224
Claret Asset Management
Quebec, Canada
$637K +$87.5K +1,368 +16%
OCM
225
One Capital Management
California
$637K +$1.6K +25 +0.2%