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
MA
1076
MJP Associates
Connecticut
$822K
SWM
1077
Segment Wealth Management
Texas
$820K
PCP
1078
Proficio Capital Partners
Massachusetts
$817K
CP
1079
Canopy Partners
Ohio
$816K
RPC
1080
Rossmore Private Capital
Connecticut
$812K
PL
1081
Plancorp LLC
Missouri
$812K
UAS
1082
United Asset Strategies
New York
$807K
LFA
1083
Legacy Financial Advisors
Kentucky
$803K
MIM
1084
Merrion Investment Management
New Jersey
$803K
MA
1085
Mutual Advisors
Nebraska
$801K
EDRH
1086
Edmond de Rothschild Holding
Switzerland
$797K
NCM
1087
Northside Capital Management
Oregon
$796K
IC
1088
Iconiq Capital
California
$795K
LI
1089
LRI Investments
Florida
$794K
SWM
1090
SeaCrest Wealth Management
New York
$792K
MLM
1091
Mount Lucas Management
Pennsylvania
$790K
HW
1092
Hamilton Wealth
California
$788K
SFSG
1093
Sound Financial Strategies Group
Mississippi
$787K
1W
1094
1776 Wealth
Georgia
$786K
AC
1095
AXQ Capital
New Jersey
$782K
APA
1096
Astoria Portfolio Advisors
New York
$781K
HL
1097
HeadInvest LLC
Maine
$780K
PP
1098
PDS Planning
Ohio
$780K
MFIM
1099
Mesirow Financial Investment Management
Illinois
$777K
WG
1100
Welch Group
Alabama
$774K