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Webster Financial

496 hedge funds and large institutions have $8.19B invested in Webster Financial in 2025 Q2 according to their latest regulatory filings, with 67 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

14% more first-time investments, than exits

New positions opened: 67 | 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: 491496 (+5)

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
496
Holders Change
+5
Holders Change %
+1.02%
% of All Funds
6.53%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
67
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
TI
251
Tidal Investments
Wisconsin
$673K -$147K -2,940 -19%
SPI
252
Sutton Place Investors
New York
$666K -$29.4K -589 -5%
AWA
253
Arkadios Wealth Advisors
Georgia
$662K -$69.5K -1,395 -10%
AWS
254
Atria Wealth Solutions
New York
$627K -$4.39K -88 -0.8%
OTPPB
255
Ontario Teachers' Pension Plan Board
Ontario, Canada
$614K +$560K +11,241 New
FCMC
256
Founders Capital Management (Connecticut)
Connecticut
$605K
B
257
Bailard
California
$595K +$204K +4,100 +60%
EC
258
EJF Capital
Virginia
$595K -$736K -14,757 -58%
CCA
259
Cobblestone Capital Advisors
New York
$594K -$230K -4,619 -30%
NP
260
NorthRock Partners
Minnesota
$588K +$57.7K +1,158 +12%
OSAM
261
O'Shaughnessy Asset Management
Connecticut
$584K -$11.5K -230 -2%
LAM
262
LECAP Asset Management
United Kingdom
$564K -$536K -10,751 -51%
CWM
263
Circle Wealth Management
New Jersey
$561K +$34.3K +688 +7%
CGH
264
Crossmark Global Holdings
Texas
$547K -$1.42M -28,405 -74%
CL
265
Choreo LLC
Illinois
$543K +$41.7K +836 +9%
VCA
266
Verdence Capital Advisors
Maryland
$541K +$4.54K +91 +0.9%
PM
267
Penbrook Management
New York
$539K +$253K +5,080 +100%
CIBC World Market
268
CIBC World Market
Ontario, Canada
$531K -$184K -3,694 -28%
Aviva
269
Aviva
United Kingdom
$529K +$483K +9,688 New
EP
270
Essential Partners
California
$529K +$483K +9,680 New
QCG
271
Quadrant Capital Group
Ohio
$506K +$44.2K +887 +11%
EWA
272
EP Wealth Advisors
California
$505K +$24.1K +484 +6%
DWA
273
Douglass Winthrop Advisors
New York
$502K -$49.9K -1,000 -10%
TRCT
274
Tower Research Capital (TRC)
New York
$490K -$58.2K -1,167 -12%
URS
275
Utah Retirement Systems
Utah
$483K -$16.4K -329 -4%

WBS Hedge Fund Activity: Q2 2025 in Review

496 of the 7,595 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: 67 funds opened new WBS positions and 59 closed out — a net gain of 8 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.

  • 496 institutional investors held Webster Financial (WBS) as of Q2 2025, up from 491 in Q1 2025.
  • Funds reported $8.19B of Webster Financial stock for Q2 2025, up 6.8% quarter-over-quarter.
  • 67 funds opened new Webster Financial positions in Q2 2025 and 59 closed out, a net change of +8 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.