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
PPG
1301
Peak Planning Group
Colorado
$529K -$29.5K -101 -6%
DI
1302
DAGCO Inc
Ohio
$529K
1IA
1303
1834 Investment Advisors
Wisconsin
$527K -$19.3K -66 -4%
EGA
1304
E&G Advisors
Texas
$526K -$117K -400 -19%
KCP
1305
Kera Capital Partners
California
$525K +$11.7K +40 +2%
CC
1306
Clearwave Capital
California
$524K +$491K +1,679 New
CIM
1307
Cambria Investment Management
California
$523K +$490K +1,677 New
FFA
1308
Fi3 Financial Advisors
Indiana
$522K +$175K +600 +56%
PWP
1309
Phillips Wealth Planners
Mississippi
$521K +$9.06K +31 +2%
IBOK
1310
Independence Bank of Kentucky
Kentucky
$519K -$4.39K -15 -0.9%
MWS
1311
MFA Wealth Services
California
$516K +$24K +82 +5%
WIA
1312
Wetzel Investment Advisors
Indiana
$516K -$12.6K -43 -3%
AGP
1313
Aspire Growth Partners
Florida
$515K -$20.5K -70 -4%
AIM
1314
Advyzon Investment Management
Illinois
$514K +$96.2K +329 +25%
OF
1315
Optimize Financial
California
$514K +$5.85K +20 +1%
SW
1316
StrongBox Wealth
Missouri
$514K +$14.3K +49 +3%
SWM
1317
Salvus Wealth Management
New Jersey
$513K +$13.2K +45 +3%
FRM
1318
Fox Run Management
Connecticut
$513K -$3.51K -12 -0.7%
IP
1319
Indivisible Partners
Florida
$513K +$480K +1,642 New
EBWM
1320
Eagle Bluffs Wealth Management
Missouri
$511K -$4.39K -15 -0.9%
CG
1321
Cynosure Group
Utah
$509K +$477K +1,632 New
CSPIA
1322
Cary Street Partners Investment Advisory
Virginia
$508K -$100K -343 -17%
BW
1323
BIP Wealth
Georgia
$508K +$230K +787 +94%
SC
1324
Sawyer & Company
Massachusetts
$506K +$14.6K +50 +3%
EA
1325
Everpar Advisors
Oklahoma
$505K +$134K +457 +39%