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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
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.26B -$6.88M -95,548 -0.2%
Vanguard Capital Management
2
Vanguard Capital Management
Pennsylvania
$1.26B +$5.3M +73,621 +0.5%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$959M +$133M +1,848,886 +18%
TD Asset Management
4
TD Asset Management
Ontario, Canada
$793M -$282M -3,921,572 -28%
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$695M +$10.2M +142,127 +2%
CIBC World Market
6
CIBC World Market
Ontario, Canada
$634M -$89.3M -1,240,421 -13%
1832 Asset Management
7
1832 Asset Management
Ontario, Canada
$625M -$79.1M -1,098,752 -12%
Bank of Nova Scotia
8
Bank of Nova Scotia
Ontario, Canada
$544M +$4.37M +60,744 +0.9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$526M +$48.6M +674,856 +12%
Norges Bank
10
Norges Bank
Norway
$500M +$458M +6,370,400 New
Fidelity Investments
11
Fidelity Investments
Massachusetts
$471M +$11.3M +157,188 +3%
Fidelity International
12
Fidelity International
Bermuda
$465M +$426M +5,913,508 +178,064%
National Bank of Canada
13
National Bank of Canada
Quebec, Canada
$458M -$59.6M -828,814 -12%
TWC
14
TD Waterhouse Canada
Ontario, Canada
$434M -$1.59M -22,099 -0.4%
FDCDDQ
15
Federation des caisses Desjardins du Quebec
Quebec, Canada
$416M -$11.3M -157,299 -3%
Vanguard Fiduciary Trust
16
Vanguard Fiduciary Trust
Pennsylvania
$385M -$79K -1,098 -0%
Vanguard Global Advisers
17
Vanguard Global Advisers
Pennsylvania
$336M +$23.6M +328,575 +8%
CIBC Asset Management
18
CIBC Asset Management
Ontario, Canada
$301M +$179M +2,480,709 +183%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$293M -$231M -3,205,327 -46%
Canada Pension Plan Investment Board
20
Canada Pension Plan Investment Board
Ontario, Canada
$293M -$18.5M -256,542 -6%
Toronto Dominion Bank
21
Toronto Dominion Bank
Ontario, Canada
$285M -$245M -3,410,410 -48%
Legal & General Group
22
Legal & General Group
United Kingdom
$280M -$18.6M -258,175 -7%
LBA
23
Letko, Brosseau & Associates
Quebec, Canada
$247M -$8.63M -119,981 -4%
SC
24
Scotia Capital
Ontario, Canada
$246M -$8.51M -118,317 -4%
Fiera Capital (Canada)
25
Fiera Capital (Canada)
Quebec, Canada
$245M +$59.3M +824,687 +36%

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.