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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
SC
201
Savant Capital
Illinois
$938K
US Bancorp
202
US Bancorp
Minnesota
$888K
Credit Agricole
203
Credit Agricole
France
$881K
Janney Montgomery Scott
204
Janney Montgomery Scott
Pennsylvania
$872K
Truist Financial
205
Truist Financial
North Carolina
$857K
IAA
206
Independent Advisor Alliance
North Carolina
$827K
SC
207
Syon Capital
California
$817K
RG
208
Rathbones Group
United Kingdom
$809K
JIM
209
JCP Investment Management
Texas
$798K
Brown Advisory
210
Brown Advisory
Maryland
$789K
QP
211
Quilter Plc
United Kingdom
$770K
EWM
212
Empirical Wealth Management
Washington
$750K
Focus Partners Wealth
213
Focus Partners Wealth
Massachusetts
$746K
Capital World Investors
214
Capital World Investors
California
$727K
State Street
215
State Street
Massachusetts
$725K
Wealth Enhancement Advisory Services
216
Wealth Enhancement Advisory Services
Minnesota
$711K
BNP Paribas Financial Markets
217
BNP Paribas Financial Markets
France
$699K
NAM
218
NorthCrest Asset Manangement
Minnesota
$687K
PIM
219
Plato Investment Management
Australia
$669K
LOAMS
220
Lombard Odier Asset Management (Switzerland)
Switzerland
$668K
GAM
221
Gotham Asset Management
New York
$662K
S
222
SimplyRich
California
$657K
BHCM
223
Brevan Howard Capital Management
Jersey
$655K
CAM
224
Claret Asset Management
Quebec, Canada
$637K
OCM
225
One Capital Management
California
$637K