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Webster Financial

491 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, 187 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: 187 | Existing positions reduced: 155

4% more funds holding

Funds holding: 470491 (+21)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1.84% less ownership

Funds ownership: 88.75%86.91% (-1.8%)

9% less capital invested

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

Holders
491
Holders Change
+21
Holders Change %
+4.47%
% of All Funds
6.58%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
68
Increased
187
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
SPI
251
Sutton Place Investors
New York
$659K -$118K -2,115 -14%
LA
252
Latitude Advisors
Florida
$651K
GS
253
GWN Securities
Florida
$651K +$703K +12,636 New
NSEDCP
254
NJ State Employees Deferred Compensation Plan
New Jersey
$647K
EMPI
255
Elo Mutual Pension Insurance
Finland
$642K +$693K +12,455 New
Cerity Partners
256
Cerity Partners
New York
$633K +$191K +3,430 +39%
JFG
257
Jefferies Financial Group
New York
$633K +$683K +12,275 New
AWS
258
Atria Wealth Solutions
New York
$596K -$334 -6 -0.1%
FCMC
259
Founders Capital Management (Connecticut)
Connecticut
$571K
FFA
260
First Foundation Advisors
California
$567K +$52.9K +950 +9%
DTL
261
Dynamic Technology Lab
Singapore
$566K -$794K -14,273 -57%
OSAM
262
O'Shaughnessy Asset Management
Connecticut
$563K +$99.4K +1,787 +20%
USAA
263
United Services Automobile Association
Texas
$549K -$33.9K -610 -5%
KAS
264
Kestra Advisory Services
Texas
$529K -$63K -1,132 -10%
DWA
265
Douglass Winthrop Advisors
New York
$526K
N
266
Natixis
France
$524K +$569K +10,226 New
TRCT
267
Tower Research Capital (TRC)
New York
$523K -$625K -11,229 -53%
VCA
268
Verdence Capital Advisors
Maryland
$507K +$140K +2,523 +35%
NP
269
NorthRock Partners
Minnesota
$496K +$779 +14 +0.1%
CWM
270
Circle Wealth Management
New Jersey
$494K +$723 +13 +0.1%
SAM
271
Shell Asset Management
Netherlands
$487K -$28.8K -518 -5%
URS
272
Utah Retirement Systems
Utah
$473K
CL
273
Choreo LLC
Illinois
$470K +$7.68K +138 +2%
WB
274
Webster Bank
Connecticut
$454K
ECM
275
Evergreen Capital Management
Washington
$453K -$12K -216 -2%

WBS Hedge Fund Activity: Q1 2025 in Review

491 of the 7,458 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 187 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.

  • 491 institutional investors held Webster Financial (WBS) as of Q1 2025, up from 470 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.