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
PWP
1001
Principle Wealth Partners
Connecticut
$1.01M
LFG
1002
Larson Financial Group
Missouri
$1.01M
FHA
1003
Flagship Harbor Advisors
Massachusetts
$1M
SB
1004
Simmons Bank
Arkansas
$1M
IWA
1005
Icon Wealth Advisors
Texas
$997K
FCP
1006
Fidelis Capital Partners
Florida
$995K
CPIG
1007
Chicago Partners Investment Group
Illinois
$994K
SA
1008
SRN Advisors
Pennsylvania
$994K
PPWP
1009
Premier Path Wealth Partners
New Jersey
$989K
MWA
1010
Meridian Wealth Advisors
Texas
$987K
ATIA
1011
American Trust Investment Advisors
New Hampshire
$981K
HDA
1012
Harold Davidson & Associates
California
$980K
CLA
1013
Carnegie Lake Advisors
New Jersey
$978K
EW
1014
Evoke Wealth
California
$977K
WANY
1015
Wealthspire Advisors (New York)
New York
$977K
OCM
1016
One Capital Management
California
$974K
V
1017
ViaWealth
Kansas
$973K
CCP
1018
Cushing Capital Partners
Wisconsin
$969K
CAS
1019
CTC Alternative Strategies
Illinois
$965K
MWM
1020
Meridian Wealth Management
Kentucky
$960K
MFS
1021
Mattson Financial Services
Michigan
$960K
SIA
1022
SkyView Investment Advisors
New Jersey
$953K
AO
1023
Advisor OS
Illinois
$942K
ALA
1024
Atlas Legacy Advisors
California
$942K
FB
1025
Fulton Bank
Pennsylvania
$940K