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
AP
1776
Atwood & Palmer
Missouri
$37.7K
SO
1777
Sierra Ocean
California
$36.6K
APW
1778
Atlantic Private Wealth
North Carolina
$36.2K
KB
1779
Kimelman & Baird
New York
$36.2K
BTC
1780
Bank & Trust Company
Illinois
$35.9K
TCM
1781
Tradewinds Capital Management
Washington
$35.6K
NWM
1782
Nova Wealth Management
Florida
$35.1K
MPW
1783
MASECO Private Wealth
$35K
CWM
1784
CarsonAllaria Wealth Management
Illinois
$34.3K
VWA
1785
Valued Wealth Advisors
Utah
$33.3K
SWA
1786
SOA Wealth Advisors
New York
$32.4K
WSCM
1787
Wellington Shields Capital Management
New York
$32.4K
GEA
1788
Glen Eagle Advisors
New Jersey
$32.3K
VWA
1789
VSM Wealth Advisory
Maryland
$31.9K
MIM
1790
Meridiem Investment Management
United Kingdom
$31.3K
NEWAS
1791
N.E.W. Advisory Services
Wisconsin
$30.9K
IAS
1792
IMA Advisory Services
Colorado
$30.5K
CWM
1793
Crowley Wealth Management
Delaware
$30.4K
NC
1794
North Capital
Utah
$29.8K
OWA
1795
Opal Wealth Advisors
New York
$29.3K
FMTCOCP
1796
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$29K
CHC
1797
City Holding Co
West Virginia
$28.7K
KA
1798
Kozak & Associates
Colorado
$28K
FP
1799
Financial Perspectives
Minnesota
$27.2K
CB
1800
Centennial Bank
Arkansas
$26.7K