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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
MB
1276
MidFirst Bank
Oklahoma
$563K +$685K +2,341 New
NPT
1277
National Philanthropic Trust
Pennsylvania
$562K +$527K +1,801 New
AWA
1278
Argos Wealth Advisors
California
$561K +$526K +1,798 New
BIG
1279
Brookwood Investment Group
Arizona
$558K +$19.3K +66 +4%
HCM
1280
HMS Capital Management
Tennessee
$558K
AFP
1281
Ausdal Financial Partners
Iowa
$557K +$39.8K +136 +8%
IFG
1282
Independent Financial Group
California
$557K -$66.4K -227 -11%
OC
1283
Oakworth Capital
Alabama
$555K -$63.2K -216 -11%
TWA
1284
Tandem Wealth Advisors
Arizona
$553K +$78.1K +267 +18%
BPW
1285
Bingham Private Wealth
California
$552K +$517K +1,768 New
FCB
1286
First County Bank
Connecticut
$552K +$17.3K +59 +3%
HIP
1287
HUB Investment Partners
Texas
$548K +$181K +618 +54%
LAI
1288
Legal Advantage Investments
California
$546K
CCM
1289
Coerente Capital Management
Ontario, Canada
$546K +$512K +1,750 New
TCM
1290
Tributary Capital Management
Nebraska
$542K -$14.6K -50 -3%
RA
1291
Riversedge Advisors
Delaware
$540K +$200K +685 +66%
TFP
1292
Tilia Fiduciary Partners
North Carolina
$538K -$29.2K -100 -5%
FWP
1293
Flatrock Wealth Partners
California
$536K +$501K +1,712 New
AWE
1294
Avidian Wealth Enterprises
Texas
$534K -$9.06K -31 -2%
HIA
1295
Harbor Investment Advisory
Maryland
$532K -$50K -171 -9%
SFS
1296
Sowell Financial Services
Arkansas
$532K +$93.3K +319 +23%
RW
1297
Rede Wealth
Virginia
$532K +$498K +1,703 New
AWM
1298
Angeles Wealth Management
California
$530K +$54.1K +185 +12%
AA
1299
Advisory Alpha
Michigan
$530K -$32.2K -110 -6%
OIS
1300
Okabena Investment Services
Minnesota
$529K