We are live on ! Find out more

1,916 hedge funds and large institutions have $109B invested in Chubb in 2025 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 706 increasing their positions, 756 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 124

39% more call options, than puts

Call options by funds: $517M | Put options by funds: $373M

19% more funds holding in top 10

Funds holding in top 10: 4250 (+8)

9% more capital invested

Capital invested by funds: $99.4B → $109B (+$9.35B)

1% more funds holding

Funds holding: 1,8971,916 (+19)

0.91% more ownership

Funds ownership: 90.56%91.48% (+0.91%)

7% less repeat investments, than reductions

Existing positions increased: 706 | Existing positions reduced: 756

Holders
1,916
Holders Change
+19
Holders Change %
+1%
% of All Funds
25.69%
Holding in Top 10
50
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.05%
% of All Funds
0.67%
New
174
Increased
706
Reduced
756
Closed
124
Calls
$517M
Puts
$373M
Net Calls
+$144M
Net Calls Change
+$143M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
826
Stratos Wealth Partners
Ohio
$1.69M -$701K -2,521 -31%
GI
827
GS Investments
Minnesota
$1.68M
EFMC
828
Empire Financial Management Company
New York
$1.67M -$1.03M -3,700 -40%
TCOO
829
Trust Company of Oklahoma
Oklahoma
$1.65M -$52K -187 -3%
WQ
830
Wealth Quarterback
New Jersey
$1.65M -$78.4K -282 -5%
PAG
831
Paladin Advisory Group
Iowa
$1.64M
FMB
832
Field & Main Bank
Kentucky
$1.63M +$58.6K +211 +4%
SJL
833
Shayne & Jacobs LLC
Tennessee
$1.62M -$6.39K -23 -0.4%
HCP
834
Holt Capital Partners
Texas
$1.62M -$84.8K -305 -5%
LWAM
835
Legacy Wealth Asset Management
Minnesota
$1.61M +$116K +418 +8%
PP
836
PFS Partners
New Jersey
$1.61M +$1.95K +7 +0.1%
VIA
837
Virtus Investment Advisers
Connecticut
$1.58M +$1.45M +5,216 New
SL
838
Summitry LLC
California
$1.57M +$77.8K +280 +6%
ACM
839
AlphaStar Capital Management
North Carolina
$1.57M +$51.7K +186 +4%
SP
840
Stablepoint Partners
Massachusetts
$1.56M +$26.4K +95 +2%
KWM
841
Kingsview Wealth Management
Oregon
$1.55M -$281K -1,011 -16%
MMA
842
Mizuho Markets Americas
New York
$1.54M -$1.11M -3,991 -44%
AFA
843
AA Financial Advisors
Ohio
$1.54M +$14.7K +53 +1%
CNBT
844
Canandaigua National Bank & Trust
New York
$1.54M -$80.9K -291 -5%
PA
845
Profund Advisors
Maryland
$1.54M -$46.4K -167 -3%
MCM
846
Mainstay Capital Management
Michigan
$1.53M -$4.17K -15 -0.3%
FBT
847
First Bank & Trust
South Dakota
$1.53M +$1.18M +4,253 +530%
PJWM
848
Philip James Wealth Mangement
Georgia
$1.53M +$1.16M +4,170 +472%
TPCW
849
TD Private Client Wealth
New York
$1.52M -$62K -223 -4%
AAP
850
Arax Advisory Partners
Colorado
$1.52M +$746K +2,686 +114%

CB Hedge Fund Activity: Q1 2025 in Review

1,916 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q1 2025, worth a combined $109B — up 9.4% from $99.4B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new CB positions and 124 closed out — a net gain of 50 holders — while 706 added to existing stakes and 756 trimmed.

The largest buyer was GQG Partners, adding an estimated $1.38B. The largest seller was T. Rowe Price Associates, cutting an estimated $509M.

  • 1,916 institutional investors held Chubb (CB) as of Q1 2025, up from 1,897 in Q4 2024.
  • Funds reported $109B of Chubb stock for Q1 2025, up 9.4% quarter-over-quarter.
  • 174 funds opened new Chubb positions in Q1 2025 and 124 closed out, a net change of +50 holders.
  • The largest Chubb buyer in Q1 2025 was GQG Partners, an estimated $1.38B added.
  • The largest Chubb seller in Q1 2025 was T. Rowe Price Associates, an estimated $509M sold.

Based on aggregated 13F filings for Q1 2025.