We are live on ! Find out more
WBS

Webster Financial
WBS

Delisted

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

498 hedge funds and large institutions have $8.19B invested in Webster Financial in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 164 increasing their positions, 199 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $29.2M | Put options by funds: $16.4M

15% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 59

7% more capital invested

Capital invested by funds: $7.67B → $8.19B (+$522M)

2.26% more ownership

Funds ownership: 86.91%89.17% (+2.3%)

1% more funds holding

Funds holding: 492498 (+6)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

18% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 199

Holders
498
Holders Change
+6
Holders Change %
+1.22%
% of All Funds
6.55%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
68
Increased
164
Reduced
199
Closed
59
Calls
$29.2M
Puts
$16.4M
Net Calls
+$12.8M
Net Calls Change
+$8.68M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
401
Jones Financial Companies
Missouri
$58.4K +$16.5K +330 +45%
MWA
402
Medallion Wealth Advisors
Connecticut
$54.8K +$22.2K +446 +85%
HFS
403
Hantz Financial Services
Michigan
$49K +$15K +301 +50%
NS
404
NBC Securities
Alabama
$48K -$69.6K -1,396 -61%
BGAI
405
Bruce G. Allen Investments
Colorado
$47.2K -$947 -19 -2%
PFBT
406
Parkside Financial Bank & Trust
Missouri
$45.3K +$14.9K +298 +56%
C
407
Covestor
United Kingdom
$44K +$26.2K +526 +191%
IA
408
IFP Advisors
Florida
$42.8K +$38K +762 +3,629%
GBT
409
Grove Bank & Trust
Florida
$42.2K -$34K -682 -47%
Mitsubishi UFJ Asset Management
410
Mitsubishi UFJ Asset Management
Japan
$40.3K
Bessemer Group
411
Bessemer Group
New Jersey
$38K -$16.4K -328 -32%
AAG
412
Armstrong Advisory Group
Massachusetts
$37.2K
BBHC
413
Brown Brothers Harriman & Co
New York
$35.8K +$32.7K +656 New
PS
414
Principal Securities
Iowa
$33.6K -$7.43K -149 -20%
VSQM
415
V-Square Quantitative Management
Illinois
$31.2K
AAP
416
Arax Advisory Partners
Colorado
$31.1K +$28.4K +570 New
WA
417
WPG Advisers
Maryland
$30.5K +$4.44K +89 +19%
TCOV
418
Trust Company of Vermont
Vermont
$25.5K
CB
419
Community Bank
New York
$25.3K
MPWT
420
MassMutual Private Wealth & Trust
Connecticut
$24.8K +$548 +11 +2%
JSAM
421
J. Safra Asset Management
New York
$23.4K -$7.38K -148 -26%
CG
422
Curat Global
New Hampshire
$23.2K
RA
423
Rise Advisors
New York
$22.1K +$249 +5 +1%
BSB
424
Bangor Savings Bank
Maine
$21.8K
WWM
425
Wolff Wiese Magana
California
$19.7K

WBS Hedge Fund Activity: Q2 2025 in Review

498 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q2 2025, worth a combined $8.19B — up 6.8% from $7.67B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new WBS positions and 59 closed out — a net gain of 9 holders — while 164 added to existing stakes and 199 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $124M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $89.9M.

  • 498 institutional investors held Webster Financial (WBS) as of Q2 2025, up from 492 in Q1 2025.
  • Funds reported $8.19B of Webster Financial stock for Q2 2025, up 6.8% quarter-over-quarter.
  • 68 funds opened new Webster Financial positions in Q2 2025 and 59 closed out, a net change of +9 holders.
  • The largest Webster Financial buyer in Q2 2025 was Citadel Advisors, an estimated $124M added.
  • The largest Webster Financial seller in Q2 2025 was T. Rowe Price Investment Management, an estimated $89.9M sold.

Based on aggregated 13F filings for Q2 2025.