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
MCM
1201
Manchester Capital Management
Vermont
$585K
SM
1202
Southport Management
Wyoming
$579K
SW
1203
Simplicity Wealth
New Jersey
$577K
CFFP
1204
Center for Financial Planning
Michigan
$574K
AG
1205
AlTi Global
New York
$573K
RCA
1206
Resonant Capital Advisors
Wisconsin
$572K
FI
1207
Fosun International
China
$566K
CCB
1208
Country Club Bank
Missouri
$563K
1WA
1209
180 Wealth Advisors
Washington
$563K
PP
1210
Patron Partners
Texas
$560K
CSPIA
1211
Cary Street Partners Investment Advisory
Virginia
$559K
CWM
1212
Challenger Wealth Management
California
$555K
ATPW
1213
Ashton Thomas Private Wealth
Arizona
$554K
GIA
1214
Gladstone Institutional Advisory
Florida
$554K
SPA
1215
Shore Point Advisors
New Jersey
$553K
GWP
1216
Gen-Wealth Partners
Michigan
$550K
RW
1217
Rede Wealth
Virginia
$550K
RIL
1218
Rothschild Investment LLC
Illinois
$547K
BAM
1219
Belpointe Asset Management
Nevada
$546K
OC
1220
Oakworth Capital
Alabama
$544K
VPF
1221
Vantage Point Financial
Illinois
$544K
HFM
1222
Hartford Funds Management
Pennsylvania
$544K
MA
1223
MONECO Advisors
Connecticut
$544K
SCA
1224
Strathmore Capital Advisors
North Carolina
$544K
SWP
1225
Strategic Wealth Partners
Ohio
$543K