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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
FA
976
FC Advisory
Pennsylvania
$1.24M
TM
977
TigerOak Management
New Mexico
$1.24M
MMPW
978
Mitchell McLeod Pugh & Williams
Alabama
$1.23M -$4.39K -15 -0.4%
IQI
979
Integrated Quantitative Investments
Washington
$1.22M
PWMAG
980
Pinnacle Wealth Management Advisory Group
New Jersey
$1.22M +$625K +2,138 +121%
GWM
981
GSB Wealth Management
Connecticut
$1.22M -$20.2K -69 -2%
FAM
982
Formidable Asset Management
Ohio
$1.21M +$292 +1 +0%
LA
983
Lakeside Advisors
Washington
$1.21M
TPA
984
Trivium Point Advisory
Connecticut
$1.21M +$154K +527 +16%
RBA
985
Richard Bernstein Advisors
New York
$1.2M -$124K -423 -10%
GBT
986
Grove Bank & Trust
Florida
$1.19M +$10.8K +37 +1%
EI
987
EFG International
$1.19M +$1.12M +3,816 New
GFP
988
Gryphon Financial Partners
Ohio
$1.19M -$18.7K -64 -2%
PA
989
Profund Advisors
Maryland
$1.19M -$319K -1,090 -22%
ST
990
Spinnaker Trust
Maine
$1.17M +$19K +65 +2%
SCP
991
Stamos Capital Partners
California
$1.17M +$470K +1,606 +75%
JFG
992
Jefferies Financial Group
New York
$1.17M -$144K -491 -12%
JSW
993
Journey Strategic Wealth
New Jersey
$1.17M +$654K +2,237 +149%
EP
994
EPIQ Partners
Minnesota
$1.16M
IWA
995
Invera Wealth Advisors
Oregon
$1.16M -$24.6K -84 -2%
SL
996
Sentry LLC
Tennessee
$1.16M
RWB
997
RMR Wealth Builders
New Jersey
$1.15M +$4.68K +16 +0.4%
EDRH
998
Edmond de Rothschild Holding
Switzerland
$1.15M +$212K +725 +25%
AWA
999
Ark Wealth Advisors
California
$1.15M +$1.07M +3,673 New
FCP
1000
Fidelis Capital Partners
Florida
$1.14M -$12K -41 -1%