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
CAG
1101
Crestwood Advisors Group
Massachusetts
$770K
FAFN
1102
First Affirmative Financial Network
Colorado
$769K
WWM
1103
Waterway Wealth Management
Texas
$769K
CSI
1104
Cross Staff Investments
New York
$767K
FWA
1105
FSM Wealth Advisors
Ohio
$763K
AP
1106
Appleton Partners
Massachusetts
$763K
CSB
1107
City State Bank
Iowa
$762K
SCP
1108
Stamos Capital Partners
California
$762K
IQI
1109
Integrated Quantitative Investments
Washington
$759K
LCWP
1110
Legacy Capital Wealth Partners
Arkansas
$756K
NED
1111
Nancy E. Dempze
$753K
EHC
1112
Everett Harris & Co
California
$747K
BAM
1113
Boyar Asset Management
New York
$746K
VBCG
1114
Valley Brook Capital Group
Pennsylvania
$746K
WWM
1115
Western Wealth Management
Colorado
$746K
PCA
1116
Peddock Capital Advisors
Massachusetts
$745K
BBA
1117
Baader Bank Aktiengesellschaft
Germany
$742K
ESB
1118
Essex Savings Bank
Connecticut
$735K
GSB
1119
Greenfield Savings Bank
Massachusetts
$735K
EPIME
1120
Evelyn Partners Investment Management (Europe)
$731K
QT
1121
Quantbot Technologies
New York
$728K
KIA
1122
Knollwood Investment Advisory
Maryland
$724K
MMG
1123
Monetary Management Group
Missouri
$723K
RCA
1124
Ranch Capital Advisors
Florida
$722K
SC
1125
Stance Capital
Massachusetts
$720K