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
KFS
1126
Kurt F. Somerville
$695K
SIG
1127
Sky Investment Group
Connecticut
$694K
WC
1128
Waterloo Capital
Texas
$692K
VWM
1129
Venturi Wealth Management
Texas
$690K
HCM
1130
HMS Capital Management
Tennessee
$689K
AF
1131
Advisornet Financial
Minnesota
$688K
SGI
1132
Summit Global Investments
Utah
$688K
AWM
1133
Axxcess Wealth Management
California
$683K
BEAM
1134
Baker Ellis Asset Management
Washington
$682K
RFA
1135
Resurgent Financial Advisors
Georgia
$681K
FTA
1136
Financial & Tax Architects
Missouri
$680K
SCM
1137
Shelton Capital Management
Colorado
$680K
HW
1138
Hancock Whitney
Mississippi
$679K
CPW
1139
Cove Private Wealth
New York
$677K
TCOT
1140
Trust Company of Toledo
Ohio
$676K
AIM
1141
Aigen Investment Management
New York
$673K
MIC
1142
Means Investment Company
Maine
$666K
FF
1143
Farrell Financial
New York
$665K
AP
1144
Americana Partners
Texas
$662K
PI
1145
PFG Investments
New York
$658K
CCA
1146
Coign Capital Advisors
Utah
$658K
VI
1147
Versor Investments
New York
$658K
TSW
1148
Thompson Siegel & Walmsley
Virginia
$651K
MFA
1149
Mayflower Financial Advisors
Massachusetts
$651K
BB
1150
Bell Bank
North Dakota
$645K