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Webster Financial

491 hedge funds and large institutions have $8.2B invested in Webster Financial in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 163 increasing their positions, 198 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

1% more funds holding

Funds holding: 488491 (+3)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

18% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 198

Holders
491
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29.2M
Puts
$16.4M
Net Calls
Net Calls Change

Top Buyers

1 +$136M
2 +$58.8M
3 +$57.5M
4
Millennium Management
Millennium Management
New York
+$33.3M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$28.1M

Top Sellers

1 -$98.4M
2 -$38.4M
3 -$27.7M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
-$26.1M
5
Morgan Stanley
Morgan Stanley
New York
-$25.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
251
First Foundation Advisors
California
$677K
TI
252
Tidal Investments
Wisconsin
$673K
SPI
253
Sutton Place Investors
New York
$666K
AWA
254
Arkadios Wealth Advisors
Georgia
$662K
AWS
255
Atria Wealth Solutions
New York
$627K
OTPPB
256
Ontario Teachers' Pension Plan Board
Ontario, Canada
$614K
FCMC
257
Founders Capital Management (Connecticut)
Connecticut
$605K
B
258
Bailard
California
$595K
EC
259
EJF Capital
Virginia
$595K
CCA
260
Cobblestone Capital Advisors
New York
$594K
NP
261
NorthRock Partners
Minnesota
$588K
OSAM
262
O'Shaughnessy Asset Management
Connecticut
$584K
LAM
263
LECAP Asset Management
United Kingdom
$564K
CWM
264
Circle Wealth Management
New Jersey
$561K
CGH
265
Crossmark Global Holdings
Texas
$547K
CL
266
Choreo LLC
Illinois
$543K
VCA
267
Verdence Capital Advisors
Maryland
$541K
PM
268
Penbrook Management
New York
$539K
CIBC World Market
269
CIBC World Market
Ontario, Canada
$531K
Aviva
270
Aviva
United Kingdom
$529K
QCG
271
Quadrant Capital Group
Ohio
$506K
EWA
272
EP Wealth Advisors
California
$505K
DWA
273
Douglass Winthrop Advisors
New York
$502K
TRCT
274
Tower Research Capital (TRC)
New York
$490K
URS
275
Utah Retirement Systems
Utah
$483K