1,928 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, 814 increasing their positions, 638 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
1,928
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
DIP
1851
DT Investment Partners
Pennsylvania
$10.1K
DWM
1852
Dogwood Wealth Management
Kansas
$10.1K
UIA
1853
Ulland Investment Advisors
Minnesota
$10K
KFP
1854
Keener Financial Planning
Texas
$10K
HFS
1855
Hughes Financial Services
Virginia
$9.71K
DF
1856
Dunhill Financial
United Kingdom
$9.71K
HFS
1857
Hopwood Financial Services
Virginia
$9.56K
CWM
1858
Cranbrook Wealth Management
Michigan
$9.27K
HIW
1859
Holos Integrated Wealth
Pennsylvania
$9.22K
PCM
1860
Penserra Capital Management
California
$9K
PWMG
1861
Private Wealth Management Group
New Jersey
$8.69K
MWM
1862
Mascoma Wealth Management
New Hampshire
$8.4K
SVCP
1863
Silicon Valley Capital Partners
California
$8.25K
CMP
1864
Coston McIsaac & Partners
Maine
$8K
FPB
1865
First PREMIER Bank
South Dakota
$7K
PW
1866
Pandora Wealth
Illinois
$6.66K
WCM
1867
Westend Capital Management
California
$6.66K
TIM
1868
Total Investment Management
Arizona
$6.39K
FPF
1869
First Pacific Financial
Washington
$6.08K
HNW
1870
High Note Wealth
Minnesota
$6.08K
1IA
1871
1620 Investment Advisors
Massachusetts
$6.08K
FLFS
1872
Family Legacy Financial Solutions
North Carolina
$6.08K
SC
1873
Stephens Consulting
Michigan
$5.79K
CWA
1874
Carolina Wealth Advisors
South Carolina
$5.79K
AP
1875
Aspect Partners
Virginia
$5.79K