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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
Jones Financial Companies
201
Jones Financial Companies
Missouri
$1.38M +$82.9K +1,152 +7%
WC
202
Westerkirk Capital
$1.37M
Envestnet Asset Management
203
Envestnet Asset Management
Illinois
$1.36M -$64.5K -896 -5%
EPW
204
Evolve Private Wealth
California
$1.35M +$84.3K +1,171 +7%
VT
205
Vise Technologies
New York
$1.35M +$20.5K +285 +2%
HNB
206
Hilltop National Bank
Wyoming
$1.3M
US Bancorp
207
US Bancorp
Minnesota
$1.29M +$161K +2,234 +16%
VCA
208
Verdence Capital Advisors
Maryland
$1.28M -$3.02K -42 -0.3%
XT
209
XTX Topco
Cayman Islands
$1.28M +$1.17M +16,273 New
Janney Montgomery Scott
210
Janney Montgomery Scott
Pennsylvania
$1.27M +$165K +2,294 +16%
Cambridge Investment Research Advisors
211
Cambridge Investment Research Advisors
Iowa
$1.25M +$14.1K +196 +1%
S
212
SimplyRich
California
$1.22M +$138K +1,922 +18%
Pathstone Holdings
213
Pathstone Holdings
New Jersey
$1.2M +$5.83K +81 +0.5%
Qube Research & Technologies (QRT)
214
Qube Research & Technologies (QRT)
United Kingdom
$1.16M +$1.06M +14,767 New
SC
215
Syon Capital
California
$1.13M +$95.9K +1,332 +10%
IAA
216
Independent Advisor Alliance
North Carolina
$1.03M -$4.32K -60 -0.5%
RG
217
Rathbones Group
United Kingdom
$1.02M +$5.4K +75 +0.6%
BNP Paribas Financial Markets
218
BNP Paribas Financial Markets
France
$1.02M +$128K +1,776 +16%
Credit Agricole
219
Credit Agricole
France
$1.01M -$90.5K -1,258 -9%
BHCM
220
Brevan Howard Capital Management
Jersey
$997K +$161K +2,237 +21%
JIM
221
JCP Investment Management
Texas
$982K -$17.4K -242 -2%
EWM
222
Empirical Wealth Management
Washington
$959K +$17.8K +248 +2%
Capital World Investors
223
Capital World Investors
California
$911K
Focus Partners Wealth
224
Focus Partners Wealth
Massachusetts
$874K -$37.1K -516 -4%
NAM
225
NorthCrest Asset Manangement
Minnesota
$867K

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.