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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
M&T Bank
301
M&T Bank
New York
$351K +$10.7K +192 +3%
HWAM
302
Hennion & Walsh Asset Management
New Jersey
$349K +$106K +1,902 +39%
MFG
303
Merit Financial Group
Georgia
$344K +$372K +6,680 New
II
304
Inspire Investing
Idaho
$344K -$34.9K -627 -9%
FTWA
305
Fifth Third Wealth Advisors
Ohio
$340K +$1.11K +20 +0.3%
JSW
306
Journey Strategic Wealth
New Jersey
$337K +$4.79K +86 +1%
SCM
307
Shelton Capital Management
Colorado
$324K -$9.96K -179 -3%
WPC
308
Wedmont Private Capital
Pennsylvania
$323K -$779 -14 -0.2%
GCP
309
GSA Capital Partners
United Kingdom
$320K +$345K +6,198 New
PA
310
Profund Advisors
Maryland
$315K -$209K -3,757 -38%
BHPW
311
Beverly Hills Private Wealth
California
$312K +$14.6K +262 +5%
Cambridge Investment Research Advisors
312
Cambridge Investment Research Advisors
Iowa
$312K +$7.62K +137 +2%
PCMC
313
Paragon Capital Management (Colorado)
Colorado
$310K +$2.28K +41 +0.7%
Focus Partners Wealth
314
Focus Partners Wealth
Massachusetts
$304K -$154K -2,776 -32%
FFM
315
Forum Financial Management
Illinois
$302K +$167 +3 +0.1%
PAM
316
Panagora Asset Management
Massachusetts
$295K -$188K -3,379 -37%
First Manhattan
317
First Manhattan
New York
$295K
GT
318
Greenleaf Trust
Michigan
$290K -$16.6K -299 -5%
TCM
319
Teza Capital Management
Illinois
$284K -$214K -3,845 -41%
FCM
320
Fieldview Capital Management
Michigan
$284K +$306K +5,504 New
EI
321
Ethic Inc
New York
$283K +$5.95K +107 +2%
TC
322
TownSquare Capital
Utah
$283K +$305K +5,481 New
Marshall Wace
323
Marshall Wace
United Kingdom
$282K +$304K +5,471 New
William Blair & Company
324
William Blair & Company
Illinois
$278K
CIBC Asset Management
325
CIBC Asset Management
Ontario, Canada
$276K +$5.34K +96 +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.