1,939 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
1,939
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
PWG
1376
Portside Wealth Group
Utah
$375K
KA
1377
Klingman & Associates
New York
$374K
BTD
1378
BankPlus Trust Department
Mississippi
$373K
TWA
1379
Tandem Wealth Advisors
Arizona
$371K
NA
1380
Nordwand Advisors
Pennsylvania
$371K
FIA
1381
Foundations Investment Advisors
Arizona
$371K
CA
1382
Cornerstone Advisory
Maryland
$370K
BWM
1383
BlackDiamond Wealth Management
New York
$370K
DP
1384
Dearborn Partners
Illinois
$370K
KCM
1385
Kathmere Capital Management
Pennsylvania
$369K
WA
1386
Waddell & Associates
Tennessee
$368K
BAAM
1387
Baker Avenue Asset Management
California
$364K
TAM
1388
Titleist Asset Management
Texas
$363K
WC
1389
Wynn Capital
Georgia
$362K
SA
1390
Sicart Associates
New York
$362K
QWM
1391
Quaker Wealth Management
New Jersey
$361K
NSB
1392
Norway Savings Bank
Maine
$360K
SCM
1393
Sterling Capital Management
North Carolina
$360K
SW
1394
StrongBox Wealth
Missouri
$360K
GWM
1395
Gitterman Wealth Management
New Jersey
$360K
PWMG
1396
Prestige Wealth Management Group
New Jersey
$359K
SLG
1397
Stanley-Laman Group
Pennsylvania
$358K
GS
1398
GTS Securities
New York
$357K
KAS
1399
KPP Advisory Services
Kentucky
$356K
MLL
1400
Moody Lynn & Lieberson
Massachusetts
$356K