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WBS

Webster Financial
WBS

Delisted

WBS was delisted on the 19th of August, 2026.

492 hedge funds and large institutions have $7.67B invested in Webster Financial in 2025 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 188 increasing their positions, 155 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 45

22% more call options, than puts

Call options by funds: $22.8M | Put options by funds: $18.7M

21% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 155

4% more funds holding

Funds holding: 471492 (+21)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1.84% less ownership

Funds ownership: 88.76%86.91% (-1.8%)

9% less capital invested

Capital invested by funds: $8.4B → $7.67B (-$728M)

Holders
492
Holders Change
+21
Holders Change %
+4.46%
% of All Funds
6.59%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
68
Increased
188
Reduced
155
Closed
45
Calls
$22.8M
Puts
$18.7M
Net Calls
+$4.12M
Net Calls Change
-$18.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
326
CIBC Asset Management
Ontario, Canada
$276K +$5.34K +96 +2%
DFCM
327
Dark Forest Capital Management
Puerto Rico
$273K +$295K +5,298 New
Kovitz Investment Group Partners
328
Kovitz Investment Group Partners
Illinois
$272K -$35.8K -643 -11%
BP
329
Ballentine Partners
Massachusetts
$271K +$293K +5,260 New
AAM
330
Advisors Asset Management
Colorado
$271K +$93.8K +1,685 +47%
SIG
331
Sky Investment Group
Connecticut
$267K
BFS
332
Bradley Foster & Sargent
Connecticut
$263K -$38.1K -684 -12%
FCM
333
Firestone Capital Management
Florida
$263K
PM
334
Penbrook Management
New York
$262K +$13.9K +250 +5%
SG Americas Securities
335
SG Americas Securities
New York
$261K +$173K +3,101 +158%
ClearBridge Investments
336
ClearBridge Investments
New York
$258K
Group One Trading
337
Group One Trading
Illinois
$243K +$263K +4,723 New
YIH
338
Y-Intercept (HK)
Hong Kong
$241K -$1.62M -29,130 -86%
ECM
339
Everence Capital Management
Indiana
$236K
William Blair Investment Management
340
William Blair Investment Management
Illinois
$232K
AAS
341
Avantax Advisory Services
Texas
$230K +$21K +377 +9%
JC
342
JB Capital
Connecticut
$223K +$241K +4,326 New
VA
343
Vident Advisory
Georgia
$220K +$238K +4,273 New
AFCM
344
Applied Finance Capital Management
Puerto Rico
$219K +$612 +11 +0.3%
PAS
345
Park Avenue Securities
New York
$218K -$12.7K -228 -5%
VWM
346
Venturi Wealth Management
Texas
$217K
BMC
347
Benin Management Corp
Connecticut
$217K -$5.56K -100 -2%
WIA
348
Wetzel Investment Advisors
Indiana
$217K
PWM
349
Perigon Wealth Management
California
$214K +$2.39K +43 +1%
BMO
350
Beck Mack & Oliver
New York
$211K

WBS Hedge Fund Activity: Q1 2025 in Review

492 of the 7,466 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q1 2025, worth a combined $7.67B — down 8.7% from $8.4B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new WBS positions and 45 closed out — a net gain of 23 holders — while 188 added to existing stakes and 155 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $78.6M. The largest seller was Millennium Management, cutting an estimated $91.1M.

  • 492 institutional investors held Webster Financial (WBS) as of Q1 2025, up from 471 in Q4 2024.
  • Funds reported $7.67B of Webster Financial stock for Q1 2025, down 8.7% quarter-over-quarter.
  • 68 funds opened new Webster Financial positions in Q1 2025 and 45 closed out, a net change of +23 holders.
  • The largest Webster Financial buyer in Q1 2025 was Fidelity Investments, an estimated $78.6M added.
  • The largest Webster Financial seller in Q1 2025 was Millennium Management, an estimated $91.1M sold.

Based on aggregated 13F filings for Q1 2025.