CHYM Chime Financial, Inc.

NEUTRAL Impact: 3/10 Institutional Cluster
Horizon weeks Processed 3d 23h ago
Institutional cluster: 2 buyers, 3 sellers (mixed)

Executive Summary

In Q4 2025, a mixed institutional cluster formed in Chime Financial (CHYM) with two passive mega-managers (State Street, Morgan Stanley) adding $10.5M in combined positions while three other passive mega-managers (Vanguard, BlackRock, Fidelity) trimmed $7.8M. The net buying of $2.7M is modest relative to the $6.3B market cap, and all activity comes from passive/index funds, not active managers, weakening the signal. Historical performance on CHYM reports has been poor (0% win rate at T+20, average -22.55% return), and the calibration data shows low observed win rates for scores 6-8, suggesting limited predictive value from this cluster.

Key Financial Metrics

Direction
mixed
Buy Value
$19.1M
Net Flow
$2.7M

Institutional Positions

Net institutional flow: $2.7M

▲ Buyers (2)

InstitutionActionChangePosition ValueValue Δ
State Street ADD +41.7% $5.7M $2.5M
Morgan Stanley ADD +99.9% $13.4M $8.0M

▼ Sellers (3)

InstitutionActionChangePrev ValueValue Δ
Vanguard TRIM -28% $15.8M -$1.6M
BlackRock TRIM -29.9% $45.4M -$5.7M
Fidelity TRIM -31.2% $3.4M -$485.8K

Actionable Insight

The cluster is dominated entirely by passive/index rebalancing, not active conviction. With zero active manager participation and poor historical report performance on CHYM, this filing provides no actionable directional signal. Monitor for any active manager 13F filings or insider buying for a stronger read.

Key Facts

  • 2 passive mega-managers added $10.5M in CHYM positions in Q4 2025
  • 3 passive mega-managers trimmed $7.8M in CHYM positions in Q4 2025
  • Net institutional flow was +$2.7M, or ~0.04% of market cap
  • All 5 institutions are passive/index fund managers — zero active manager involvement
  • Morgan Stanley nearly doubled its position (+99.9% shares), adding $8.0M
  • BlackRock was the largest seller, trimming $5.7M (-29.9% of its position)
  • Prior CHYM reports have 0% win rate at T+20 with average -22.55% return

Financial Impact

Net institutional buying of $2.7M across 5 passive funds, representing ~0.04% of CHYM's $6.3B market cap

institutional ownershipfloat

Risk Factors

  • 13F data is 45+ days stale — positions may have been unwound
  • All activity is passive rebalancing, not active thesis-driven trading
  • Historical CHYM reports have 0% win rate at T+20 with severe negative returns
  • Calibration data shows low predictive accuracy for scores 6-8 in this segment

Market Snapshot

Exchange
Nasdaq
Sector
Finance Services
Analyst Consensus
85% bullish (26 analysts)

Documents Analyzed

This report is based on 1 institutional 13F filing from SEC EDGAR.

DocumentAccession Number
INST-CLUSTER Data (Synthetic)inst-cluster-CHYM-2025-Q4
4 reports for CHYM
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for CHYM — sortable, filterable
Type Now
Jun 11, 2026
3d ago
Institutional Cluster
NEUTRAL ★ 3/10
$16.43 awaiting T+20awaiting T+20
Jun 11, 2026
3d ago
Institutional Cluster
NEUTRAL ★ 3/10
$16.43 awaiting T+20awaiting T+20
Apr 17, 2026
8w ago
DEFA14A
NEUTRAL ★ 3/10
$24.37 $17.55▼ −27.99%▼ −32.19%
Feb 25, 2026
15w ago
8-K
BULLISH ★ 8/10
$21.11 $17.70▼ −16.15%▼ −10.92%
Showing 4 of 4

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