1,929 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, 815 increasing their positions, 639 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 (-$4.31B)

1.57% less ownership

Funds ownership: 90.04%88.47% (-1.6%)

26% less funds holding in top 10

Funds holding in top 10: 5037 (-13)

Holders
1,929
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
GTAM
1726
Global Trust Asset Management
Florida
$66.1K
BWAM
1727
Boyd Watterson Asset Management
Ohio
$65.5K
BCMLT
1728
Beacon Capital Management LLC (Tennessee)
Tennessee
$64.6K
FRA
1729
Front Row Advisors
California
$64K
AA
1730
Addison Advisors
Vermont
$62.3K
CSC
1731
Caldwell Sutter Capital
California
$61.7K
TPWA
1732
Twin Peaks Wealth Advisors
California
$60.7K
SVWA
1733
Sarver Vrooman Wealth Advisors
Missouri
$59.1K
OW
1734
Olistico Wealth
Oklahoma
$57.9K
PPC
1735
Park Place Capital
Alabama
$57.9K
NSIM
1736
North Star Investment Management
Illinois
$55.3K
TF
1737
Tompkins Financial
New York
$54.8K
CYG
1738
Clean Yield Group
Vermont
$54.2K
NC
1739
NewSquare Capital
Pennsylvania
$54.2K
TFM
1740
TFC Financial Management
Massachusetts
$53K
OA
1741
Operose Advisors
Wisconsin
$52.4K
AIC
1742
Archer Investment Corporation
Indiana
$52.3K
ETS
1743
ESL Trust Services
New York
$52.1K
OSNBOA
1744
Old Second National Bank of Aurora
Illinois
$52.1K
OAJ
1745
Ogorek Anthony Joseph
New York
$52K
HWA
1746
HHM Wealth Advisors
Tennessee
$51.9K
JFA
1747
JNBA Financial Advisors
Minnesota
$51.9K
MSG
1748
Main Street Group
Virginia
$51K
GC
1749
Garde Capital
Washington
$50.7K
MSWA
1750
Marshall & Sterling Wealth Advisors
New York
$50.1K