SLF icon

Sun Life Financial

445 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, 175 increasing their positions, 115 reducing their positions, and 31 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: $15.7B → $15.6B (-$153M)

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
445
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
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.61B
VCM
2
Vanguard Capital Management
Pennsylvania
$1B
TD Asset Management
3
TD Asset Management
Ontario, Canada
$876M
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$651M
CIBC World Market
5
CIBC World Market
Ontario, Canada
$583M
1832 Asset Management
6
1832 Asset Management
Ontario, Canada
$567M
Toronto Dominion Bank
7
Toronto Dominion Bank
Ontario, Canada
$442M
Manulife (Manufacturers Life Insurance)
8
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$435M
Bank of Nova Scotia
9
Bank of Nova Scotia
Ontario, Canada
$430M
National Bank of Canada
10
National Bank of Canada
Quebec, Canada
$417M
Mackenzie Financial
11
Mackenzie Financial
Ontario, Canada
$382M
Geode Capital Management
12
Geode Capital Management
Massachusetts
$375M
Fidelity Investments
13
Fidelity Investments
Massachusetts
$366M
TWC
14
TD Waterhouse Canada
Ontario, Canada
$346M
FDCDDQ
15
Federation des caisses Desjardins du Quebec
Quebec, Canada
$341M
VFT
16
Vanguard Fiduciary Trust
Pennsylvania
$308M
Canada Pension Plan Investment Board
17
Canada Pension Plan Investment Board
Ontario, Canada
$250M
VGA
18
Vanguard Global Advisers
Pennsylvania
$248M
Legal & General Group
19
Legal & General Group
United Kingdom
$239M
LBA
20
Letko, Brosseau & Associates
Quebec, Canada
$204M
SC
21
Scotia Capital
Ontario, Canada
$204M
Morgan Stanley
22
Morgan Stanley
New York
$187M
BGC
23
Beutel, Goodman & Co
Ontario, Canada
$182M
JP Morgan Chase
24
JP Morgan Chase
New York
$171M
Fiera Capital (Canada)
25
Fiera Capital (Canada)
Quebec, Canada
$144M