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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
24.86%
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
SAG
1126
SageView Advisory Group
California
$801K +$78.4K +268 +12%
LIM
1127
Leavell Investment Management
Alabama
$797K +$8.77K +30 +1%
ATPW
1128
Ashton Thomas Private Wealth
Arizona
$791K +$4.09K +14 +0.6%
NWAG
1129
Net Worth Advisory Group
Utah
$789K -$109K -372 -13%
RCA
1130
Ranch Capital Advisors
Florida
$784K +$7.89K +27 +1%
G
1131
GenTrust
Florida
$783K +$467K +1,596 +177%
SFS
1132
Stiles Financial Services
Minnesota
$782K -$91.5K -313 -11%
KIA
1133
Knollwood Investment Advisory
Maryland
$780K
TCOT
1134
Trust Company of Toledo
Ohio
$779K -$38K -130 -5%
MMG
1135
Monetary Management Group
Missouri
$779K
CCA
1136
Coign Capital Advisors
Utah
$778K +$17.8K +61 +3%
IWA
1137
Icon Wealth Advisors
Texas
$777K +$16.7K +57 +2%
SA
1138
Sunesis Advisors
Kansas
$775K
DWM
1139
Dynasty Wealth Management
Florida
$775K -$19.9K -68 -3%
FNBT
1140
FineMark National Bank & Trust
Florida
$773K -$44.4K -152 -6%
MBT
1141
Montecito Bank & Trust
California
$773K -$9.65K -33 -1%
HL
1142
HeadInvest LLC
Maine
$772K -$30.4K -104 -4%
NIM
1143
Northeast Investment Management
Massachusetts
$771K -$5.26K -18 -0.7%
HWM
1144
Hohimer Wealth Management
Washington
$770K +$10.5K +36 +1%
CS
1145
Crescent Sterling
Louisiana
$762K +$16.1K +55 +2%
BB
1146
Burford Brothers
Texas
$759K -$585 -2 -0.1%
WFI
1147
West Family Investments
California
$757K -$253K -866 -26%
BCP
1148
Berkeley Capital Partners
Georgia
$755K +$234K +801 +50%
EHC
1149
Everett Harris & Co
California
$753K -$48.8K -167 -6%
FM
1150
Family Management
New York
$751K +$287K +980 +69%