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
CFA
1326
CWS Financial Advisors
Michigan
$420K
VFA
1327
Voya Financial Advisors
Connecticut
$420K
UF
1328
Univest Financial
Pennsylvania
$420K
MYIA
1329
Mount Yale Investment Advisors
Colorado
$418K
HI
1330
Harbour Investments
Wisconsin
$417K
FMWA
1331
Forvis Mazars Wealth Advisors
Missouri
$417K
CWA
1332
Clearview Wealth Advisors
Oregon
$415K
FM
1333
Family Management
New York
$413K
CCA
1334
Childress Capital Advisors
Texas
$412K
ST
1335
Smithfield Trust
Pennsylvania
$409K
IGGA
1336
Iron Gate Global Advisors
Utah
$408K
ACGA
1337
Atlanta Consulting Group Advisors
Georgia
$405K
FIM
1338
Freedom Investment Management
Connecticut
$404K
WCM
1339
Weik Capital Management
Pennsylvania
$404K
PFWA
1340
Paces Ferry Wealth Advisors
Georgia
$404K
SCP
1341
Sivia Capital Partners
California
$403K
CA
1342
Carson Advisory
Georgia
$402K
CAM
1343
Councilmark Asset Management
Tennessee
$402K
DL
1344
DOHJ LLC
Washington
$401K
DAS
1345
Diversify Advisory Services
Utah
$400K
UFF
1346
USA Financial Formulas
Michigan
$400K
SAI
1347
Savvy Advisors Inc
New York
$400K
SAM
1348
Strategy Asset Managers
California
$399K
BA
1349
Bridgewater Advisors
New York
$398K
FFA
1350
Florida Financial Advisors
Florida
$398K