1,930 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, 815 increasing their positions, 639 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 (-$4.31B)

1.57% less ownership

Funds ownership: 90.04%88.47% (-1.6%)

26% less funds holding in top 10

Funds holding in top 10: 5037 (-13)

Holders
1,930
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
BIM
901
Bridges Investment Management
Nebraska
$1.31M
TCWM
902
Total Clarity Wealth Management
Illinois
$1.31M
HAI
903
Hennessy Advisors Inc
California
$1.3M
HA
904
Huntleigh Advisors
Missouri
$1.3M
FAM
905
Formidable Asset Management
Ohio
$1.3M
MDA
906
Minot DeBlois Advisors
Massachusetts
$1.3M
FPAS
907
Focus Partners Advisor Solutions
Missouri
$1.29M
API
908
Asset Planning Inc
California
$1.29M
RA
909
RoundAngle Advisors
New Jersey
$1.29M
MWM
910
MGB Wealth Management
Texas
$1.29M
JF
911
Jump Financial
Illinois
$1.29M
ADL
912
Asset Dedication LLC
California
$1.28M
QI
913
Qtron Investments
Massachusetts
$1.28M
AWA
914
Arkadios Wealth Advisors
Georgia
$1.27M
MCWA
915
Meadow Creek Wealth Advisors
Georgia
$1.25M
TAM
916
Trust Asset Management
Texas
$1.25M
ACL
917
Applied Capital LLC
Florida
$1.25M
CAG
918
Csenge Advisory Group
Florida
$1.25M
FM
919
Foster & Motley
Ohio
$1.25M
AAM
920
Advisors Asset Management
Colorado
$1.25M
NERM
921
New England Research & Management
Illinois
$1.24M
ACM
922
Advisors Capital Management
New Jersey
$1.24M
FCBT
923
First Citizens Bank & Trust
North Carolina
$1.24M
RZH
924
Relyea Zuckerberg Hanson
Connecticut
$1.24M
MWM
925
Mattern Wealth Management
Kansas
$1.23M