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
CWM
1851
Copia Wealth Management
Oregon
$13K
FNWA
1852
Financial Network Wealth Advisors
Utah
$12.2K
FFA
1853
Frazier Financial Advisors
Ohio
$11.9K
RAM
1854
Riggs Asset Management
Pennsylvania
$11.9K
RTL
1855
Red Tortoise LLC
Georgia
$11.3K
AG
1856
AmeriFlex Group
Nevada
$11.1K
CW
1857
Curio Wealth
Maryland
$10.7K
IWM
1858
IMG Wealth Management
Florida
$10.7K
BFS
1859
Bare Financial Services
Pennsylvania
$10.7K
CMA
1860
Cedar Mountain Advisors
Oregon
$10.4K
DIP
1861
DT Investment Partners
Pennsylvania
$10.1K
DWM
1862
Dogwood Wealth Management
Kansas
$10.1K
UIA
1863
Ulland Investment Advisors
Minnesota
$10K
KFP
1864
Keener Financial Planning
Texas
$10K
HFS
1865
Hughes Financial Services
Virginia
$9.71K
DF
1866
Dunhill Financial
United Kingdom
$9.71K
HFS
1867
Hopwood Financial Services
Virginia
$9.56K
CWM
1868
Cranbrook Wealth Management
Michigan
$9.27K
HIW
1869
Holos Integrated Wealth
Pennsylvania
$9.22K
PCM
1870
Penserra Capital Management
California
$9K
PWMG
1871
Private Wealth Management Group
New Jersey
$8.69K
MWM
1872
Mascoma Wealth Management
New Hampshire
$8.4K
SVCP
1873
Silicon Valley Capital Partners
California
$8.25K
CMP
1874
Coston McIsaac & Partners
Maine
$8K
FPB
1875
First PREMIER Bank
South Dakota
$7K