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
SLWA
1501
San Luis Wealth Advisors
California
$273K
CFO
1502
CVA Family Office
Colorado
$272K
FFA
1503
Fi3 Financial Advisors
Indiana
$271K
HWA
1504
Heritage Wealth Advisors
Virginia
$271K
FSC
1505
Full Sail Capital
Oklahoma
$271K
ZIM
1506
Zacks Investment Management
Illinois
$270K
CAL
1507
Capital Analysts LLC
Pennsylvania
$270K
SIC
1508
Samalin Investment Counsel
New York
$270K
AWM
1509
Affinity Wealth Management
Delaware
$270K
DI
1510
Diligent Investors
California
$270K
BWP
1511
Barlow Wealth Partners
Kentucky
$269K
BI
1512
Binnacle Investments
Iowa
$269K
OFW
1513
Omnia Family Wealth
Florida
$268K
VP
1514
Verum Partners
North Carolina
$268K
BWA
1515
BlueChip Wealth Advisors
Georgia
$267K
BOH
1516
Bank of Hawaii
Hawaii
$266K
TC
1517
Trilogy Capital
California
$265K
EL
1518
Essex LLC
Illinois
$265K
KCM
1519
Kornitzer Capital Management
Kansas
$265K
TA
1520
TFB Advisors
Kansas
$264K
SS
1521
Sunbelt Securities
Texas
$264K
AT
1522
Arlington Trust
Alabama
$264K
PPW
1523
Parcion Private Wealth
Washington
$263K
NEPPG
1524
New England Professional Planning Group
Rhode Island
$262K
FA
1525
Fiduciary Alliance
South Carolina
$262K