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
AFS
1976
Axiom Financial Strategies
Indiana
HC
1977
Hendley & Co
Ohio
PWH
1978
Priebe Wealth Holdings
Minnesota
TSWM
1979
Triangle Securities Wealth Management
North Carolina
CCG
1980
Catalina Capital Group
California
G
1981
GenTrust
Florida
CFG
1982
Clayton Financial Group
Missouri
RWM
1983
Rockline Wealth Management
New York
SI
1984
Sprott Inc
Ontario, Canada
RFN
1985
RDA Financial Network
Iowa
SB
1986
Strategic Blueprint
Georgia
AIA
1987
Accelerate Investment Advisors
California
IFS
1988
Ifrah Financial Services
Arkansas
WDG
1989
Wealth Dimensions Group
Ohio
CNBOF
1990
City National Bank of Florida
Florida
RCWM
1991
Royal Capital Wealth Management
Indiana
LOIP
1992
Live Oak Investment Partners
Texas
BIA
1993
Bigelow Investment Advisors
Maine
MGAM
1994
McGowan Group Asset Management
Texas
EWM
1995
Evergreen Wealth Management
Michigan
HCP
1996
Hexagon Capital Partners
Arkansas
CWC
1997
Carolinas Wealth Consulting
North Carolina
RTC
1998
Riverview Trust Company
Washington
GFM
1999
GF Fund Management
China
CIAM
2000
Caitong International Asset Management
Hong Kong