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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
SCM
1226
Shelton Capital Management
Colorado
$639K -$87.7K -300 -13%
MLL
1227
Moody Lynn & Lieberson
Massachusetts
$636K +$237K +812 +66%
BWM
1228
Baron Wealth Management
Michigan
$636K +$28.1K +96 +5%
SA
1229
Sovran Advisors
California
$634K +$254K +867 +70%
PCA
1230
Peddock Capital Advisors
Massachusetts
$632K
SVWAG
1231
Sound View Wealth Advisors Group
Georgia
$631K +$5.26K +18 +0.9%
LSWP
1232
Liberty Square Wealth Partners
Pennsylvania
$630K
NWM
1233
Northwest Wealth Management
Iowa
$629K +$229K +784 +64%
BAAM
1234
Baker Avenue Asset Management
California
$627K -$13.2K -45 -2%
PE
1235
PCM Encore
Colorado
$627K +$587K +2,007 New
CAM
1236
Cidel Asset Management
Ontario, Canada
$625K -$14.9K -51 -2%
VFIC
1237
Valley Forge Investment Consultants
Pennsylvania
$624K -$9.65K -33 -2%
NCM
1238
Northside Capital Management
Oregon
$623K
BWAM
1239
Blue Water Asset Management
Michigan
$616K +$577K +1,972 New
CI
1240
Conning Inc
Connecticut
$610K -$242K -826 -30%
FI
1241
Fosun International
China
$610K
NP
1242
Nilsine Partners
Colorado
$609K -$223K -763 -28%
SCA
1243
Strathmore Capital Advisors
North Carolina
$609K +$7.31K +25 +1%
AP
1244
Appleton Partners
Massachusetts
$606K -$5.85K -20 -1%
HHCP
1245
Hilton Head Capital Partners
South Carolina
$606K +$567K +1,940 New
CCA
1246
Childress Capital Advisors
Texas
$605K +$67K +229 +13%
AT
1247
Adelphi Trust
Florida
$605K +$566K +1,937 New
MCP
1248
Miller Capital Partners
Michigan
$604K +$566K +1,934 New
GIM
1249
Goelzer Investment Management
Indiana
$603K +$57K +195 +11%
BEAM
1250
Baker Ellis Asset Management
Washington
$602K -$51.2K -175 -8%