We are live on ! Find out more

1,951 hedge funds and large institutions have $103B invested in Chubb in 2025 Q2 according to their latest regulatory filings, with 156 funds opening new positions, 824 increasing their positions, 648 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 97

34% more call options, than puts

Call options by funds: $434M | Put options by funds: $324M

27% more repeat investments, than reductions

Existing positions increased: 824 | Existing positions reduced: 648

2% more funds holding

Funds holding: 1,9161,951 (+35)

5% less capital invested

Capital invested by funds: $109B → $103B (-$5.4B)

2.68% less ownership

Funds ownership: 91.48%88.8% (-2.7%)

26% less funds holding in top 10

Funds holding in top 10: 5037 (-13)

Holders
1,951
Holders Change
+35
Holders Change %
+1.83%
% of All Funds
25.69%
Holding in Top 10
37
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-26%
% of All Funds
0.49%
New
156
Increased
824
Reduced
648
Closed
97
Calls
$434M
Puts
$324M
Net Calls
+$111M
Net Calls Change
-$33.2M
Name Holding Trade Value Shares
Change
Change in
Stake
UIA
1876
Ulland Investment Advisors
Minnesota
$10K
HFS
1877
Hughes Financial Services
Virginia
$9.71K
DF
1878
Dunhill Financial
United Kingdom
$9.71K -$288 -1 -3%
HFS
1879
Hopwood Financial Services
Virginia
$9.56K
CWM
1880
Cranbrook Wealth Management
Michigan
$9.27K
HIW
1881
Holos Integrated Wealth
Pennsylvania
$9.22K
PCM
1882
Penserra Capital Management
California
$9K -$1.71M -5,925 -99%
PWMG
1883
Private Wealth Management Group
New Jersey
$8.69K
MWM
1884
Mascoma Wealth Management
New Hampshire
$8.4K
SVCP
1885
Silicon Valley Capital Partners
California
$8.25K
CMP
1886
Coston McIsaac & Partners
Maine
$8K
FPB
1887
First PREMIER Bank
South Dakota
$7K
PW
1888
Pandora Wealth
Illinois
$6.66K +$6.62K +23 New
WCM
1889
Westend Capital Management
California
$6.66K +$6.62K +23 New
TIM
1890
Total Investment Management
Arizona
$6.39K +$6.33K +22 New
FPF
1891
First Pacific Financial
Washington
$6.08K
1IA
1892
1620 Investment Advisors
Massachusetts
$6.08K
HNW
1893
High Note Wealth
Minnesota
$6.08K
FLFS
1894
Family Legacy Financial Solutions
North Carolina
$6.08K +$6.04K +21 New
SC
1895
Stephens Consulting
Michigan
$5.79K +$2.88K +10 +100%
AP
1896
Aspect Partners
Virginia
$5.79K
CWA
1897
Carolina Wealth Advisors
South Carolina
$5.79K
GWS
1898
Greykasell Wealth Strategies
California
$5.79K
MAS
1899
MPWM Advisory Solutions
Georgia
$5.79K
EWM
1900
Evolution Wealth Management
Florida
$5.79K +$5.75K +20 New

CB Hedge Fund Activity: Q2 2025 in Review

1,951 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q2 2025, worth a combined $103B — down 5% from $109B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new CB positions and 97 closed out — a net gain of 59 holders — while 824 added to existing stakes and 648 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $285M. The largest seller was Demars Financial Group, cutting an estimated $1.79B.

  • 1,951 institutional investors held Chubb (CB) as of Q2 2025, up from 1,916 in Q1 2025.
  • Funds reported $103B of Chubb stock for Q2 2025, down 5% quarter-over-quarter.
  • 156 funds opened new Chubb positions in Q2 2025 and 97 closed out, a net change of +59 holders.
  • The largest Chubb buyer in Q2 2025 was Wellington Management Group, an estimated $285M added.
  • The largest Chubb seller in Q2 2025 was Demars Financial Group, an estimated $1.79B sold.

Based on aggregated 13F filings for Q2 2025.