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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
GSEP
1176
Golden State Equity Partners
California
$705K -$93K -318 -12%
WKWM
1177
Walter & Keenan Wealth Management
Indiana
$705K -$4.68K -16 -0.7%
YP
1178
YANKCOM Partnership
South Dakota
$704K +$15.2K +52 +2%
BAM
1179
Boyar Asset Management
New York
$702K -$31.9K -109 -5%
CIEC
1180
Crédit Industriel et Commercial
France
$702K +$224K +765 +52%
PMSA
1181
Patrick M. Sweeney & Associates
Illinois
$701K +$3.8K +13 +0.6%
AA
1182
Armis Advisers
Georgia
$701K +$165K +563 +35%
PL
1183
Plancorp LLC
Missouri
$699K +$4.09K +14 +0.6%
AFCM
1184
Applied Finance Capital Management
Puerto Rico
$698K -$639K -2,185 -49%
HJIM
1185
Henry James International Management
New York
$694K +$325K +1,112 +100%
GC
1186
Grimes & Company
Massachusetts
$693K +$5.26K +18 +0.8%
TSW
1187
Thompson Siegel & Walmsley
Virginia
$693K
SFSG
1188
Sound Financial Strategies Group
Mississippi
$693K -$71.3K -244 -10%
SP
1189
SmartHarvest Portfolios
Washington
$692K +$649K +2,218 New
CFFP
1190
Center for Financial Planning
Michigan
$690K +$23.4K +80 +4%
TFA
1191
Transamerica Financial Advisors
Florida
$689K +$265K +906 +70%
DIM
1192
Delta Investment Management
California
$686K +$3.22K +11 +0.5%
BSTWA
1193
Blake Schutter Theil Wealth Advisors
Ohio
$685K +$1.75K +6 +0.3%
SFS
1194
Strategic Financial Services
New York
$679K
FCCM
1195
First City Capital Management
Georgia
$676K +$4.97K +17 +0.8%
FAM
1196
Fred Alger Management
New York
$675K +$632K +2,163 New
HWMG
1197
Harbour Wealth Management Group
South Carolina
$675K +$632K +2,162 New
PFA
1198
Pure Financial Advisors
California
$674K +$359K +1,227 +131%
CL
1199
CSS LLC
Illinois
$671K +$49.7K +170 +9%
PK
1200
Pflug Koory
Nebraska
$669K -$877 -3 -0.1%