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1,952 hedge funds and large institutions have $103B invested in Chubb in 2025 Q2 according to their latest regulatory filings, with 156 funds opening new positions, 824 increasing their positions, 649 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 97

34% more call options, than puts

Call options by funds: $434M | Put options by funds: $324M

27% more repeat investments, than reductions

Existing positions increased: 824 | Existing positions reduced: 649

2% more funds holding

Funds holding: 1,9171,952 (+35)

5% less capital invested

Capital invested by funds: $109B → $103B (-$5.4B)

2.68% less ownership

Funds ownership: 91.48%88.8% (-2.7%)

26% less funds holding in top 10

Funds holding in top 10: 5037 (-13)

Holders
1,952
Holders Change
+35
Holders Change %
+1.83%
% of All Funds
25.7%
Holding in Top 10
37
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-26%
% of All Funds
0.49%
New
156
Increased
824
Reduced
649
Closed
97
Calls
$434M
Puts
$324M
Net Calls
+$111M
Net Calls Change
-$33.2M
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1026
One Capital Management
California
$974K -$40.9K -142 -4%
V
1027
ViaWealth
Kansas
$973K -$50.9K -177 -5%
CCP
1028
Cushing Capital Partners
Wisconsin
$969K +$2.3K +8 +0.2%
CAS
1029
CTC Alternative Strategies
Illinois
$965K +$958K +3,330 New
MWM
1030
Meridian Wealth Management
Kentucky
$960K +$6.33K +22 +0.7%
MFS
1031
Mattson Financial Services
Michigan
$960K -$2.3K -8 -0.2%
SIA
1032
SkyView Investment Advisors
New Jersey
$953K +$7.77K +27 +0.8%
AO
1033
Advisor OS
Illinois
$942K +$116K +402 +14%
ALA
1034
Atlas Legacy Advisors
California
$942K +$247K +857 +36%
FB
1035
Fulton Bank
Pennsylvania
$940K -$115K -400 -11%
HJIM
1036
Henry James International Management
New York
$936K -$576 -2 -0.1%
RCAG
1037
Rehmann Capital Advisory Group
Michigan
$931K -$195K -679 -17%
MCM
1038
Mill Capital Management
North Carolina
$930K
MSS
1039
Mitchell Sinkler & Starr
Pennsylvania
$924K +$14.7K +51 +2%
SC
1040
Saturna Capital
Washington
$918K
JSW
1041
Journey Strategic Wealth
New Jersey
$918K +$625K +2,172 +218%
TPA
1042
Trivium Point Advisory
Connecticut
$918K +$565K +1,965 +163%
SMA
1043
Sage Mountain Advisors
Georgia
$916K +$129K +450 +17%
NG
1044
Northstar Group
New York
$910K +$24.5K +85 +3%
NAMP
1045
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$902K -$57.6K -200 -6%
NI
1046
Natural Investments
California
$895K +$48.6K +169 +6%
SFS
1047
Stiles Financial Services
Minnesota
$893K +$44.6K +155 +5%
GA
1048
GoalVest Advisory
New York
$893K +$886K +3,080 +308,000%
OIA
1049
Optimum Investment Advisors
Illinois
$889K
IGAM
1050
iA Global Asset Management
Quebec, Canada
$889K -$176K -613 -17%

CB Hedge Fund Activity: Q2 2025 in Review

1,952 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q2 2025, worth a combined $103B — down 5% from $109B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new CB positions and 97 closed out — a net gain of 59 holders — while 824 added to existing stakes and 649 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $285M. The largest seller was Demars Financial Group, cutting an estimated $1.79B.

  • 1,952 institutional investors held Chubb (CB) as of Q2 2025, up from 1,917 in Q1 2025.
  • Funds reported $103B of Chubb stock for Q2 2025, down 5% quarter-over-quarter.
  • 156 funds opened new Chubb positions in Q2 2025 and 97 closed out, a net change of +59 holders.
  • The largest Chubb buyer in Q2 2025 was Wellington Management Group, an estimated $285M added.
  • The largest Chubb seller in Q2 2025 was Demars Financial Group, an estimated $1.79B sold.

Based on aggregated 13F filings for Q2 2025.