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
HWP
1901
Highline Wealth Partners
California
$4.06K
ATC
1902
Adirondack Trust Company
New York
$4.05K
CA
1903
Centerpoint Advisors
Massachusetts
$4K
SFA
1904
Semmax Financial Advisors
North Carolina
$3.81K
EPW
1905
Evergreen Private Wealth
Colorado
$3.77K
DRP
1906
Decker Retirement Planning
Utah
$3.77K
FC
1907
Fairscale Capital
New Hampshire
$3.73K
M
1908
MOTCO
Texas
$3.72K
BFS
1909
Burkett Financial Services
South Carolina
$3.49K
KWM
1910
Kiker Wealth Management
Georgia
$3.48K
AWM
1911
Activest Wealth Management
Florida
$3.48K
TPW
1912
Talon Private Wealth
Florida
$3.48K
LC
1913
Luminist Capital
Michigan
$3.48K
NMG
1914
New Millennium Group
Utah
$3.35K
BHWM
1915
Bay Harbor Wealth Management
Maryland
$3.2K
ACA
1916
American Capital Advisory
Idaho
$3.19K
BIM
1917
Breakwater Investment Management
Washington
$2.9K
RP
1918
Raelipskie Partnership
Ontario, Canada
$2.9K
CAM
1919
Chesapeake Asset Management
New York
$2.9K
LWMI
1920
Legacy Wealth Management (Idaho)
Idaho
$2.61K
LIS
1921
Legacy Investment Solutions
Idaho
$2.61K
STB
1922
S&T Bank
Pennsylvania
$2.61K
MAFA
1923
MJT & Associates Financial Advisory
Minnesota
$2.32K
BA
1924
Bellwether Advisors
Nebraska
$2.32K
W
1925
WealthCollab
Washington
$2.03K