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
WCM
1876
Westend Capital Management
California
$6.66K
PW
1877
Pandora Wealth
Illinois
$6.66K
TIM
1878
Total Investment Management
Arizona
$6.39K
FPF
1879
First Pacific Financial
Washington
$6.08K
HNW
1880
High Note Wealth
Minnesota
$6.08K
1IA
1881
1620 Investment Advisors
Massachusetts
$6.08K
FLFS
1882
Family Legacy Financial Solutions
North Carolina
$6.08K
SC
1883
Stephens Consulting
Michigan
$5.79K
AP
1884
Aspect Partners
Virginia
$5.79K
CWA
1885
Carolina Wealth Advisors
South Carolina
$5.79K
GWS
1886
Greykasell Wealth Strategies
California
$5.79K
MAS
1887
MPWM Advisory Solutions
Georgia
$5.79K
EWM
1888
Evolution Wealth Management
Florida
$5.79K
PWA
1889
Principia Wealth Advisory
Texas
$5.5K
WOC
1890
West Oak Capital
California
$5.03K
WBWA
1891
William B. Walkup & Associates
South Carolina
$5.02K
POIA
1892
Pin Oak Investment Advisors
Texas
$5K
CIA
1893
Cape Investment Advisory
Georgia
$4.92K
GWSA
1894
Global Wealth Strategies & Associates
Colorado
$4.64K
PWM
1895
Parkworth Wealth Management
California
$4.64K
DFA
1896
DHJJ Financial Advisors
Illinois
$4.64K
HIMS
1897
Hager Investment Management Services
New Hampshire
$4.35K
BDPWM
1898
Barnes Dennig Private Wealth Management
Ohio
$4.35K
MWA
1899
Moser Wealth Advisors
Washington
$4.35K
RWM
1900
Rialto Wealth Management
New York
$4.35K