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
AAS
1426
Ameritas Advisory Services
Nebraska
$338K
AIM
1427
Advyzon Investment Management
Illinois
$337K
OWA
1428
Octavia Wealth Advisors
Ohio
$337K
PCWA
1429
Pacific Capital Wealth Advisors
California
$337K
RIP
1430
Reliant Investment Partners
North Carolina
$336K
RWM
1431
RBA Wealth Management
California
$335K
CH
1432
Cromwell Holdings
Wyoming
$333K
AC
1433
ASB Consultores
Florida
$330K
SIM
1434
Sentry Investment Management
Wisconsin
$329K
JSL
1435
JT Stratford LLC
Georgia
$327K
SSG
1436
Summit Securities Group
New York
$327K
SHIM
1437
Stone House Investment Management
Pennsylvania
$326K
LSIA
1438
LaSalle St. Investment Advisors
Illinois
$326K
RCM
1439
RB Capital Management
Nevada
$326K
RIG
1440
RiverFront Investment Group
Virginia
$326K
JSAM
1441
J. Safra Asset Management
New York
$326K
NW
1442
Naviter Wealth
Arkansas
$323K
LWP
1443
LeClair Wealth Partners
Ohio
$321K
AWM
1444
Aprio Wealth Management
Georgia
$320K
RG
1445
Renaissance Group
Kentucky
$319K
SAM
1446
Sompo Asset Management
Japan
$316K
MCC
1447
Money Concepts Capital
Florida
$315K
FFA
1448
Founders Financial Alliance
North Carolina
$315K
BFIC
1449
Bedell Frazier Investment Counselling
California
$313K
AFT
1450
Alpha Family Trust
California
$313K