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Webster Financial
WBS

Overview Fund Activity

489 hedge funds and large institutions have $8.19B invested in Webster Financial in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 163 increasing their positions, 196 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
489
Holders Change
+1
Holders Change %
+0.2%
% of All Funds
6.56%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
65
Increased
163
Reduced
196
Closed
59
Calls
$29.2M
Puts
$16.4M
Net Calls
+$12.8M
Net Calls Change
+$8.68M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$198M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$85.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$598M
4
Millennium Management
4
Millennium Management
New York
$83M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$416M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$48.8M
2
Holocene Advisors
2
Holocene Advisors
New York
$0
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$17.6M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$74.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$81.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
251
Tidal Investments
Wisconsin
$673K -$161K -2,940 -19%
SPI
252
Sutton Place Investors
New York
$666K -$32.2K -589 -5%
AWA
253
Arkadios Wealth Advisors
Georgia
$662K -$76.2K -1,395 -10%
AWS
254
Atria Wealth Solutions
New York
$627K -$4.81K -88 -0.8%
OTPPB
255
Ontario Teachers' Pension Plan Board
Ontario, Canada
$614K +$614K +11,241 New
FCMC
256
Founders Capital Management (Connecticut)
Connecticut
$605K – – –
B
257
Bailard
California
$595K +$224K +4,100 +60%
EC
258
EJF Capital
Virginia
$595K -$806K -14,757 -58%
CCA
259
Cobblestone Capital Advisors
New York
$594K -$252K -4,619 -30%
NP
260
NorthRock Partners
Minnesota
$588K +$63.2K +1,158 +12%
OSAM
261
O'Shaughnessy Asset Management
Connecticut
$584K -$12.6K -230 -2%
LAM
262
LECAP Asset Management
United Kingdom
$564K -$587K -10,751 -51%
CWM
263
Circle Wealth Management
New Jersey
$561K +$37.6K +688 +7%
CGH
264
Crossmark Global Holdings
Texas
$547K -$1.55M -28,405 -74%
CL
265
Choreo LLC
Illinois
$543K +$45.6K +836 +9%
VCA
266
Verdence Capital Advisors
Maryland
$541K +$4.97K +91 +0.9%
PM
267
Penbrook Management
New York
$539K +$270K +5,080 +100%
CIBC World Market
268
CIBC World Market
Ontario, Canada
$531K -$202K -3,694 -28%
Aviva
269
Aviva
United Kingdom
$529K +$529K +9,688 New
QCG
270
Quadrant Capital Group
Ohio
$506K +$48.4K +887 +11%
EWA
271
EP Wealth Advisors
California
$505K +$26.4K +484 +6%
DWA
272
Douglass Winthrop Advisors
New York
$502K -$54.6K -1,000 -10%
TRCT
273
Tower Research Capital (TRC)
New York
$490K -$63.7K -1,167 -12%
URS
274
Utah Retirement Systems
Utah
$483K -$18K -329 -4%
WB
275
Webster Bank
Connecticut
$481K – – –
9 10
11
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