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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
FI
1076
Finivi Inc
Massachusetts
$936K
DA
1077
Denali Advisors
California
$936K +$497K +1,700 +131%
AAS
1078
Ameritas Advisory Services
Nebraska
$934K +$652K +2,229 +292%
BHA
1079
Beech Hill Advisors
New York
$930K
SAW
1080
Signal Advisors Wealth
Michigan
$928K -$281K -962 -24%
CPA
1081
Capital Performance Advisors
California
$927K +$284K +971 +49%
CP
1082
Canopy Partners
Ohio
$921K +$51.2K +175 +6%
PPWP
1083
Premier Path Wealth Partners
New Jersey
$916K -$28.1K -96 -3%
CFP
1084
Catalyst Financial Partners
Massachusetts
$916K +$119K +408 +16%
1SB
1085
1ST Source Bank
Indiana
$912K -$29.2K -100 -3%
RA
1086
RiverPark Advisors
New York
$908K +$851K +2,909 New
SL
1087
Sentinus LLC
Illinois
$905K +$612K +2,092 +259%
V
1088
ViaWealth
Kansas
$901K -$78.9K -270 -9%
RA
1089
Ransom Advisory
Rhode Island
$901K +$844K +2,886 New
GIP
1090
Granite Investment Partners
California
$900K -$89.2K -305 -10%
SRS
1091
Strong Retirement Solutions
Washington
$896K +$840K +2,872 New
QI
1092
Qtron Investments
Massachusetts
$896K +$356K +1,218 +74%
SIA
1093
Soltis Investment Advisors
Utah
$894K +$356K +1,216 +74%
SWM
1094
Segment Wealth Management
Texas
$884K
FAB
1095
First American Bank
Illinois
$878K -$18.7K -64 -2%
RPC
1096
Rossmore Private Capital
Connecticut
$875K -$2.92K -10 -0.4%
MWM
1097
Modern Wealth Management
Kansas
$871K -$1.46M -4,990 -64%
MIM
1098
Merrion Investment Management
New Jersey
$868K
KSWWM
1099
Keyes Stange & Wooten Wealth Management
Florida
$866K -$26.9K -92 -3%
UAS
1100
United Asset Strategies
New York
$865K -$8.19K -28 -1%