We are live on ! Find out more

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
GIA
1251
Gladstone Institutional Advisory
Florida
$600K -$30.7K -105 -5%
IGAM
1252
iA Global Asset Management
Quebec, Canada
$599K +$561K +1,920 New
SPA
1253
Shore Point Advisors
New Jersey
$597K +$292 +1 +0.1%
VPF
1254
Vantage Point Financial
Illinois
$596K +$19K +65 +4%
MA
1255
MONECO Advisors
Connecticut
$590K +$1.46K +5 +0.3%
SPWG
1256
Sage Private Wealth Group
Illinois
$590K -$1.75K -6 -0.3%
Q
1257
QVR
California
$589K +$552K +1,888 New
SWP
1258
Strategic Wealth Partners
Ohio
$587K +$36.3K +124 +7%
LAM
1259
L2 Asset Management
Massachusetts
$584K +$28.9K +99 +6%
SS
1260
Sunbelt Securities
Texas
$584K -$2.34K -8 -0.4%
GIA
1261
Gateway Investment Advisers
Ohio
$583K +$90.9K +311 +20%
MWM
1262
Madrid Wealth Management
New Mexico
$583K +$546K +1,868 New
GCP
1263
GSA Capital Partners
United Kingdom
$583K -$481K -1,645 -47%
HC
1264
Hara Capital
Washington
$583K
MWM
1265
Modera Wealth Management
New Jersey
$583K +$19.3K +66 +4%
MFA
1266
Mayflower Financial Advisors
Massachusetts
$582K -$164K -562 -23%
CG
1267
Curat Global
New Hampshire
$582K
AWM
1268
Aprio Wealth Management
Georgia
$581K +$259K +885 +91%
BFO
1269
Boston Family Office
Massachusetts
$581K
RIA
1270
Regal Investment Advisors
Michigan
$581K +$136K +465 +33%
ABC
1271
Associated Banc-Corp
Wisconsin
$578K
SGI
1272
Summit Global Investments
Utah
$574K -$184K -630 -26%
CT
1273
Clearstead Trust
Maine
$570K -$5.56K -19 -1%
QWM
1274
QP Wealth Management
New Jersey
$570K +$534K +1,825 New
Bank Julius Baer & Co
1275
Bank Julius Baer & Co
Switzerland
$569K +$6.72K +23 +1%