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
EWM
1276
Evermay Wealth Management
Virginia
$489K
LAM
1277
L2 Asset Management
Massachusetts
$484K
BPC
1278
Banque Pictet & Cie
Switzerland
$482K
FCB
1279
First County Bank
Connecticut
$482K
GF
1280
Gries Financial
Ohio
$481K
PWP
1281
Phillips Wealth Planners
Mississippi
$477K
AIA
1282
AssuredPartners Investment Advisors
Florida
$477K
PSP
1283
Principal Street Partners
Tennessee
$470K
EBWM
1284
Eagle Bluffs Wealth Management
Missouri
$470K
SWM
1285
Spire Wealth Management
Virginia
$468K
BCP
1286
Berkeley Capital Partners
Georgia
$466K
SWM
1287
Salvus Wealth Management
New Jersey
$466K
AIFAIM
1288
American Institute for Advanced Investment Management
Arizona
$465K
RWM
1289
Revisor Wealth Management
Ohio
$464K
GIA
1290
Gateway Investment Advisers
Ohio
$462K
PWAM
1291
Private Wealth Asset Management
Iowa
$462K
AWM
1292
Angeles Wealth Management
California
$462K
AA
1293
Advisory Alpha
Michigan
$459K
WEG
1294
World Equity Group
Illinois
$457K
BONH
1295
Bank of New Hampshire
New Hampshire
$457K
4WM
1296
44 Wealth Management
Oregon
$455K
SC
1297
Sawyer & Company
Massachusetts
$455K
ICP
1298
Interchange Capital Partners
Pennsylvania
$454K
SAM
1299
Sawgrass Asset Management
Florida
$453K
Bank Julius Baer & Co
1300
Bank Julius Baer & Co
Switzerland
$452K