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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
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.61B -$233M -3,650,465 -8%
VCM
2
Vanguard Capital Management
Pennsylvania
$1B +$1.02B +15,974,651 New
TD Asset Management
3
TD Asset Management
Ontario, Canada
$876M -$84.5M -1,321,926 -9%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$651M +$3.23M +50,572 +0.5%
CIBC World Market
5
CIBC World Market
Ontario, Canada
$583M +$167M +2,617,720 +39%
1832 Asset Management
6
1832 Asset Management
Ontario, Canada
$567M -$73.2M -1,144,360 -11%
Toronto Dominion Bank
7
Toronto Dominion Bank
Ontario, Canada
$442M +$51.7M +808,992 +13%
Manulife (Manufacturers Life Insurance)
8
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$435M -$45.2M -706,303 -9%
Bank of Nova Scotia
9
Bank of Nova Scotia
Ontario, Canada
$430M +$56.1M +878,031 +15%
National Bank of Canada
10
National Bank of Canada
Quebec, Canada
$417M +$23.1M +360,872 +6%
Mackenzie Financial
11
Mackenzie Financial
Ontario, Canada
$382M -$6.78M -106,052 -2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$375M +$16.4M +256,447 +5%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$366M +$30.3M +473,722 +9%
TWC
14
TD Waterhouse Canada
Ontario, Canada
$346M +$214M +3,340,511 +153%
FDCDDQ
15
Federation des caisses Desjardins du Quebec
Quebec, Canada
$341M -$5.87M -91,878 -2%
VFT
16
Vanguard Fiduciary Trust
Pennsylvania
$308M +$314M +4,910,508 New
Canada Pension Plan Investment Board
17
Canada Pension Plan Investment Board
Ontario, Canada
$250M -$63.2M -988,790 -20%
VGA
18
Vanguard Global Advisers
Pennsylvania
$248M +$253M +3,953,128 New
Legal & General Group
19
Legal & General Group
United Kingdom
$239M -$4.26M -66,576 -2%
LBA
20
Letko, Brosseau & Associates
Quebec, Canada
$204M +$3.59M +56,185 +2%
SC
21
Scotia Capital
Ontario, Canada
$204M -$732K -11,449 -0.3%
Morgan Stanley
22
Morgan Stanley
New York
$187M -$61.8M -966,252 -24%
BGC
23
Beutel, Goodman & Co
Ontario, Canada
$182M -$17M -266,272 -8%
JP Morgan Chase
24
JP Morgan Chase
New York
$171M +$11.3M +176,622 +7%
Fiera Capital (Canada)
25
Fiera Capital (Canada)
Quebec, Canada
$144M +$104M +1,624,798 +240%