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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
WFAG
1201
Worth Financial Advisory Group
North Carolina
$667K -$201K -689 -24%
SCA
1202
Sandy Cove Advisors
Massachusetts
$666K +$11.7K +40 +2%
FWA
1203
FSM Wealth Advisors
Ohio
$665K -$233K -796 -27%
FRM
1204
Foundation Resource Management
Arkansas
$665K
RFA
1205
Resurgent Financial Advisors
Georgia
$664K -$10.8K -37 -2%
NG
1206
Norden Group
Utah
$664K +$333K +1,138 +115%
NA
1207
Nordwand Advisors
Pennsylvania
$664K +$108K +370 +21%
VSQM
1208
V-Square Quantitative Management
Illinois
$660K +$618K +2,113 New
BWP
1209
BSW Wealth Partners
Colorado
$659K +$72.5K +248 +13%
GWM
1210
Graybill Wealth Management
Illinois
$659K
TA
1211
TKG Advisors
Indiana
$656K +$21.1K +72 +4%
KA
1212
Kovack Advisors
Florida
$656K +$614K +2,100 New
GCP
1213
Guardian Capital (Pennsylvania)
Pennsylvania
$653K +$611K +2,091 New
GXJ
1214
Global X Japan
Japan
$652K -$53.5K -183 -8%
SC
1215
Sapient Capital
Indiana
$651K +$604K +2,066 New
FWP
1216
Firethorn Wealth Partners
Georgia
$650K +$62K +212 +11%
WCP
1217
Wick Capital Partners
Pennsylvania
$650K +$608K +2,081 New
BB
1218
Bell Bank
North Dakota
$649K -$1.46K -5 -0.2%
CPA
1219
Cardiff Park Advisors
California
$647K +$2.05K +7 +0.3%
SGK
1220
Steigerwald Gordon & Koch
Virginia
$646K -$24.3K -83 -4%
BCM
1221
Bannerstone Capital Management
Minnesota
$645K +$604K +2,067 New
PP
1222
Patron Partners
Texas
$643K +$15.5K +53 +3%
APG
1223
Abacus Planning Group
South Carolina
$642K +$8.77K +30 +1%
BI
1224
Bolthouse Investments
California
$640K
CTC
1225
Cetera Trust Company
Minnesota
$640K