1,940 hedge funds and large institutions have $103B invested in Chubb in 2025 Q2 according to their latest regulatory filings, with 158 funds opening new positions, 819 increasing their positions, 642 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

4% less capital invested

Capital invested by funds: $107B → $103B (-$4.41B)

1.66% less ownership

Funds ownership: 90.28%88.61% (-1.7%)

26% less funds holding in top 10

Funds holding in top 10: 5037 (-13)

Holders
1,940
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$434M
Puts
$324M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
576
Confluence Wealth Services
Pennsylvania
$4M
SM
577
Sciencast Management
New Jersey
$3.98M
OAM
578
Occidental Asset Management
California
$3.98M
CAM
579
Costello Asset Management
Pennsylvania
$3.98M
IRAG
580
Investment Research & Advisory Group
Georgia
$3.97M
SDIC
581
South Dakota Investment Council
South Dakota
$3.97M
BWG
582
Berry Wealth Group
Texas
$3.96M
UA
583
Unison Advisors
District of Columbia
$3.95M
CIM
584
Corbyn Investment Management
Maryland
$3.94M
MMA
585
Miracle Mile Advisors
California
$3.92M
NIM
586
Nicollet Investment Management
Minnesota
$3.86M
DCM
587
Delta Capital Management
New Jersey
$3.81M
QCG
588
Quadrant Capital Group
Ohio
$3.8M
NW
589
NewEdge Wealth
Pennsylvania
$3.8M
CA
590
Clearstead Advisors
Ohio
$3.8M
WHG
591
Westwood Holdings Group
Texas
$3.79M
Jones Financial Companies
592
Jones Financial Companies
Missouri
$3.78M
ECM
593
Everence Capital Management
Indiana
$3.76M
KF
594
KKM Financial
Illinois
$3.76M
HWMO
595
Heritage Wealth Management (Ohio)
Ohio
$3.75M
VIP
596
Vista Investment Partners
Oklahoma
$3.73M
LRWA
597
Long Run Wealth Advisors
New York
$3.71M
GP
598
Greenline Partners
New York
$3.7M
LFAS
599
Level Four Advisory Services
Texas
$3.69M
GCA
600
Greenwood Capital Associates
South Carolina
$3.67M