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
CTC
1001
Central Trust Company
Missouri
$1.02M
HCA
1002
Harbour Capital Advisors
Virginia
$1.02M
MSAM
1003
Moloney Securities Asset Management
Missouri
$1.02M
VAG
1004
VisionPoint Advisory Group
Texas
$1.02M
CCG
1005
Ceeto Capital Group
Florida
$1.02M
GWA
1006
Gratus Wealth Advisors
Virginia
$1.01M
PWP
1007
Principle Wealth Partners
Connecticut
$1.01M
LFG
1008
Larson Financial Group
Missouri
$1.01M
FHA
1009
Flagship Harbor Advisors
Massachusetts
$1M
SB
1010
Simmons Bank
Arkansas
$1M
IWA
1011
Icon Wealth Advisors
Texas
$997K
FCP
1012
Fidelis Capital Partners
Florida
$995K
CPIG
1013
Chicago Partners Investment Group
Illinois
$994K
SA
1014
SRN Advisors
Pennsylvania
$994K
PPWP
1015
Premier Path Wealth Partners
New Jersey
$989K
MWA
1016
Meridian Wealth Advisors
Texas
$987K
ATIA
1017
American Trust Investment Advisors
New Hampshire
$981K
HDA
1018
Harold Davidson & Associates
California
$980K
CLA
1019
Carnegie Lake Advisors
New Jersey
$978K
EW
1020
Evoke Wealth
California
$977K
WANY
1021
Wealthspire Advisors (New York)
New York
$977K
OCM
1022
One Capital Management
California
$974K
V
1023
ViaWealth
Kansas
$973K
CCP
1024
Cushing Capital Partners
Wisconsin
$969K
CAS
1025
CTC Alternative Strategies
Illinois
$965K