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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
AIS
1376
AM Investment Strategies
Tennessee
$450K +$421K +1,441 New
PCM
1377
Pointe Capital Management
Michigan
$449K -$48.8K -167 -10%
EFA
1378
Evernest Financial Advisors
Indiana
$444K -$54.1K -185 -12%
EWM
1379
Empirical Wealth Management
Washington
$443K +$56.1K +192 +16%
AFGAS
1380
Allegiance Financial Group Advisory Services
Virginia
$443K +$415K +1,419 New
FFN
1381
Focus Financial Network
Minnesota
$442K -$57K -195 -12%
AA
1382
Alta Advisers
United Kingdom
$442K -$105K -360 -20%
MHC
1383
May Hill Capital
Massachusetts
$440K +$64K +219 +18%
FWTB
1384
First Western Trust Bank
Colorado
$439K +$411K +1,406 New
MW
1385
Marble Wealth
Alabama
$438K +$411K +1,404 New
TWP
1386
Tyche Wealth Partners
Texas
$438K +$22.5K +77 +6%
CA
1387
Carson Advisory
Georgia
$437K
RA
1388
RFG Advisory
Alabama
$437K -$12.9K -44 -3%
RWM
1389
Revisor Wealth Management
Ohio
$435K -$17.3K -59 -4%
CWA
1390
Crux Wealth Advisors
California
$435K -$40.9K -140 -9%
WFP
1391
Worthington Financial Partners
Ohio
$431K +$404K +1,381 New
DAS
1392
Diversify Advisory Services
Utah
$430K +$9.36K +32 +2%
Empower Advisory Group
1393
Empower Advisory Group
Colorado
$430K -$23.1K -79 -5%
IPAM
1394
Investment Partners Asset Management
New Jersey
$429K -$81.6K -279 -17%
PFWA
1395
Paces Ferry Wealth Advisors
Georgia
$428K -$4.97K -17 -1%
CC
1396
Courier Capital
New York
$426K
SAM
1397
Strategy Asset Managers
California
$426K +$2.05K +7 +0.5%
PCH
1398
PGIM Custom Harvest
New Jersey
$425K +$7.89K +27 +2%
MAWA
1399
Moss Adams Wealth Advisors
Washington
$425K +$28.4K +97 +8%
AMPWP
1400
Alvarez & Marsal Private Wealth Partners
Florida
$425K +$396K +1,356 New