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1,952 hedge funds and large institutions have $103B invested in Chubb in 2025 Q2 according to their latest regulatory filings, with 156 funds opening new positions, 824 increasing their positions, 649 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 97

34% more call options, than puts

Call options by funds: $434M | Put options by funds: $324M

27% more repeat investments, than reductions

Existing positions increased: 824 | Existing positions reduced: 649

2% more funds holding

Funds holding: 1,9171,952 (+35)

5% less capital invested

Capital invested by funds: $109B → $103B (-$5.4B)

2.68% less ownership

Funds ownership: 91.48%88.8% (-2.7%)

26% less funds holding in top 10

Funds holding in top 10: 5037 (-13)

Holders
1,952
Holders Change
+35
Holders Change %
+1.83%
% of All Funds
25.7%
Holding in Top 10
37
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-26%
% of All Funds
0.49%
New
156
Increased
824
Reduced
649
Closed
97
Calls
$434M
Puts
$324M
Net Calls
+$111M
Net Calls Change
-$33.2M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
1226
Oakworth Capital
Alabama
$544K -$3.74K -13 -0.7%
VPF
1227
Vantage Point Financial
Illinois
$544K +$540K +1,878 New
HFM
1228
Hartford Funds Management
Pennsylvania
$544K +$540K +1,876 New
MA
1229
MONECO Advisors
Connecticut
$544K +$18.4K +64 +4%
SCA
1230
Strathmore Capital Advisors
North Carolina
$544K +$559K +1,942 New
SWP
1231
Strategic Wealth Partners
Ohio
$543K +$539K +1,873 New
TCM
1232
Tributary Capital Management
Nebraska
$542K
CG
1233
Curat Global
New Hampshire
$540K
BWP
1234
BSW Wealth Partners
Colorado
$540K -$2.3K -8 -0.4%
HC
1235
Hara Capital
Washington
$539K
TA
1236
TKG Advisors
Indiana
$536K +$13.8K +48 +3%
WAM
1237
Wakefield Asset Management
Colorado
$535K
HWM
1238
Hohimer Wealth Management
Washington
$535K -$13.2K -46 -2%
CT
1239
Clearstead Trust
Maine
$534K +$33.1K +115 +7%
PPG
1240
Peak Planning Group
Colorado
$533K -$222K -772 -30%
SCM
1241
Stonebridge Capital Management
California
$529K
SFC
1242
SYM Financial Corp
Indiana
$529K +$176K +612 +50%
BFO
1243
Boston Family Office
Massachusetts
$528K +$524K +1,822 New
OHIS
1244
Oak Harvest Investment Services
Texas
$527K
MC
1245
Machina Capital
France
$526K +$523K +1,817 New
MSCM
1246
McElhenny Sheffield Capital Management
Texas
$524K -$18.7K -65 -3%
PIA
1247
Pinion Investment Advisors
Kansas
$524K +$520K +1,807 New
PCG
1248
Prosperity Consulting Group
Maryland
$521K +$180K +627 +53%
Walleye Trading
1249
Walleye Trading
New York
$521K +$518K +1,799 New
MWM
1250
Modera Wealth Management
New Jersey
$520K -$8.06K -28 -2%

CB Hedge Fund Activity: Q2 2025 in Review

1,952 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q2 2025, worth a combined $103B — down 5% from $109B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new CB positions and 97 closed out — a net gain of 59 holders — while 824 added to existing stakes and 649 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $285M. The largest seller was Demars Financial Group, cutting an estimated $1.79B.

  • 1,952 institutional investors held Chubb (CB) as of Q2 2025, up from 1,917 in Q1 2025.
  • Funds reported $103B of Chubb stock for Q2 2025, down 5% quarter-over-quarter.
  • 156 funds opened new Chubb positions in Q2 2025 and 97 closed out, a net change of +59 holders.
  • The largest Chubb buyer in Q2 2025 was Wellington Management Group, an estimated $285M added.
  • The largest Chubb seller in Q2 2025 was Demars Financial Group, an estimated $1.79B sold.

Based on aggregated 13F filings for Q2 2025.