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
CC
1601
Climber Capital
Switzerland
$227K
RA
1602
Rise Advisors
New York
$227K
PA
1603
Prossimo Advisors
California
$227K
APP
1604
Avantax Planning Partners
Iowa
$226K
AGA
1605
Accuvest Global Advisors
Utah
$226K
ML
1606
McAdam LLC
Pennsylvania
$226K
SMF
1607
Scott Marsh Financial
Utah
$225K
GAM
1608
Gould Asset Management
California
$224K
BFC
1609
Bedel Financial Consulting
Indiana
$224K
JCM
1610
Jacobsen Capital Management
Utah
$224K
LS
1611
Leelyn Smith
Illinois
$223K
AC
1612
Apella Capital
Connecticut
$221K
NPI
1613
New Perspectives Inc
Mississippi
$221K
WSC
1614
Wellington Shields & Co
New York
$220K
WAM
1615
Weatherly Asset Management
California
$219K
PWA
1616
Provenance Wealth Advisors
Florida
$219K
PCM
1617
Prelude Capital Management
New York
$219K
SW
1618
SteelPeak Wealth
California
$219K
LAS
1619
LWM Advisory Services
Florida
$218K
WCA
1620
Westover Capital Advisors
Delaware
$217K
IWP
1621
Innova Wealth Partners
Pennsylvania
$217K
CB
1622
Cadence Bank
Mississippi
$216K
GWCM
1623
Godshalk Welsh Capital Management
Pennsylvania
$214K
KCPG
1624
Kavar Capital Partners Group
Kansas
$214K
SF
1625
Symphony Financial
Texas
$214K