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
GWS
1876
Greykasell Wealth Strategies
California
$5.79K
CWA
1877
Carolina Wealth Advisors
South Carolina
$5.79K
EWM
1878
Evolution Wealth Management
Florida
$5.79K
PWA
1879
Principia Wealth Advisory
Texas
$5.5K
WOC
1880
West Oak Capital
California
$5.03K
WBWA
1881
William B. Walkup & Associates
South Carolina
$5.02K
POIA
1882
Pin Oak Investment Advisors
Texas
$5K
CIA
1883
Cape Investment Advisory
Georgia
$4.92K
GWSA
1884
Global Wealth Strategies & Associates
Colorado
$4.64K
PWM
1885
Parkworth Wealth Management
California
$4.64K
DFA
1886
DHJJ Financial Advisors
Illinois
$4.64K
HIMS
1887
Hager Investment Management Services
New Hampshire
$4.35K
BDPWM
1888
Barnes Dennig Private Wealth Management
Ohio
$4.35K
MWA
1889
Moser Wealth Advisors
Washington
$4.35K
RWM
1890
Rialto Wealth Management
New York
$4.35K
HWP
1891
Highline Wealth Partners
California
$4.06K
ATC
1892
Adirondack Trust Company
New York
$4.05K
CA
1893
Centerpoint Advisors
Massachusetts
$4K
SFA
1894
Semmax Financial Advisors
North Carolina
$3.81K
DRP
1895
Decker Retirement Planning
Utah
$3.77K
EPW
1896
Evergreen Private Wealth
Colorado
$3.77K
FC
1897
Fairscale Capital
New Hampshire
$3.73K
M
1898
MOTCO
Texas
$3.72K
BFS
1899
Burkett Financial Services
South Carolina
$3.49K
KWM
1900
Kiker Wealth Management
Georgia
$3.48K