1,938 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, 641 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 (-$4.4B)

1.66% less ownership

Funds ownership: 90.22%88.55% (-1.7%)

26% less funds holding in top 10

Funds holding in top 10: 5037 (-13)

Holders
1,938
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
GCM
1776
Gables Capital Management
Florida
$40.6K
EWP
1777
Elevation Wealth Partners
California
$40.6K
1M
1778
1248 Management
Missouri
$39.8K
CTA
1779
Colonial Trust Advisors
South Carolina
$39.1K
BWL
1780
Bogart Wealth LLC
Virginia
$38.8K
BFPW
1781
BOK Financial Private Wealth
Colorado
$38.4K
TC
1782
Truvestments Capital
Florida
$38.1K
AP
1783
Atwood & Palmer
Missouri
$37.7K
BC
1784
Broadwater Capital
Massachusetts
$37.6K
SO
1785
Sierra Ocean
California
$36.6K
KB
1786
Kimelman & Baird
New York
$36.2K
APW
1787
Atlantic Private Wealth
North Carolina
$36.2K
BTC
1788
Bank & Trust Company
Illinois
$35.9K
TCM
1789
Tradewinds Capital Management
Washington
$35.6K
NWM
1790
Nova Wealth Management
Florida
$35.1K
MPW
1791
MASECO Private Wealth
$35K
CWM
1792
CarsonAllaria Wealth Management
Illinois
$34.3K
VWA
1793
Valued Wealth Advisors
Utah
$33.3K
SWA
1794
SOA Wealth Advisors
New York
$32.4K
WSCM
1795
Wellington Shields Capital Management
New York
$32.4K
GEA
1796
Glen Eagle Advisors
New Jersey
$32.3K
VWA
1797
VSM Wealth Advisory
Maryland
$31.9K
MIM
1798
Meridiem Investment Management
United Kingdom
$31.3K
NEWAS
1799
N.E.W. Advisory Services
Wisconsin
$30.9K
IAS
1800
IMA Advisory Services
Colorado
$30.5K