We are live on ! Find out more

2,044 hedge funds and large institutions have $111B invested in Chubb in 2025 Q4 according to their latest regulatory filings, with 275 funds opening new positions, 799 increasing their positions, 694 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 275 | Existing positions closed: 110

34% more call options, than puts

Call options by funds: $520M | Put options by funds: $388M

15% more repeat investments, than reductions

Existing positions increased: 799 | Existing positions reduced: 694

14% more capital invested

Capital invested by funds: $97.1B → $111B (+$13.4B)

13% more funds holding in top 10

Funds holding in top 10: 3843 (+5)

7% more funds holding

Funds holding: 1,9192,044 (+125)

3.75% more ownership

Funds ownership: 86.27%90.02% (+3.8%)

Holders
2,044
Holders Change
+125
Holders Change %
+6.51%
% of All Funds
24.87%
Holding in Top 10
43
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.16%
% of All Funds
0.52%
New
275
Increased
799
Reduced
694
Closed
110
Calls
$520M
Puts
$388M
Net Calls
+$132M
Net Calls Change
-$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
ARG
926
Advisory Resource Group
Oklahoma
$1.45M +$10.2K +35 +0.8%
MTIC
927
Missouri Trust & Investment Company
Missouri
$1.45M +$38.3K +131 +3%
LOWM
928
Laurel Oak Wealth Management
New Jersey
$1.45M +$1.36M +4,639 New
AFG
929
Atomi Financial Group
New York
$1.45M +$2.92K +10 +0.2%
MDA
930
Minot DeBlois Advisors
Massachusetts
$1.44M +$17.8K +61 +1%
AIA
931
AssuredPartners Investment Advisors
Florida
$1.43M +$588K +2,012 +78%
CNBT
932
Canandaigua National Bank & Trust
New York
$1.43M -$126K -432 -9%
PCM
933
Parsons Capital Management
Rhode Island
$1.42M -$11.7K -40 -0.9%
XT
934
XTX Topco
Cayman Islands
$1.42M +$1.33M +4,558 New
BCM
935
Brookstone Capital Management
Illinois
$1.42M -$15.5K -53 -1%
ADL
936
Asset Dedication LLC
California
$1.41M -$5.26K -18 -0.4%
LSA
937
Lansing Street Advisors
Pennsylvania
$1.41M +$19.3K +66 +1%
CCG
938
Ceeto Capital Group
Florida
$1.41M
CWM
939
Cornerstone Wealth Management
Missouri
$1.4M +$86.6K +296 +7%
API
940
Asset Planning Inc
California
$1.4M -$42.1K -144 -3%
SAI
941
Savvy Advisors Inc
New York
$1.39M +$525K +1,795 +67%
AAM
942
Advisors Asset Management
Colorado
$1.39M +$153K +522 +13%
CB
943
CNB Bank
Pennsylvania
$1.39M +$71.3K +244 +6%
FG
944
Fiduciary Group
Georgia
$1.38M -$178K -610 -12%
MCWA
945
Meadow Creek Wealth Advisors
Georgia
$1.36M -$6.72K -23 -0.5%
HA
946
Huntleigh Advisors
Missouri
$1.36M -$7.89K -27 -0.6%
HDA
947
Harold Davidson & Associates
California
$1.36M -$128K -439 -9%
PPW
948
Parcion Private Wealth
Washington
$1.36M +$889K +3,041 +233%
PVI
949
Pine Valley Investments
New Jersey
$1.36M +$7.6K +26 +0.6%
ACL
950
Applied Capital LLC
Florida
$1.35M +$2.92K +10 +0.2%