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Webster Financial
WBS

Overview Fund Activity

488 hedge funds and large institutions have $7.55B invested in Webster Financial in 2025 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 184 increasing their positions, 154 reducing their positions, and 46 closing their positions.

Holders
488
Holders Change
+20
Holders Change %
+4.27%
% of All Funds
6.63%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
70
Increased
184
Reduced
154
Closed
46
Calls
$22.8M
Puts
$18.7M
Net Calls
+$4.12M
Net Calls Change
-$18.8M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$511M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$62.6M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$366M
4
Holocene Advisors
4
Holocene Advisors
New York
$38.4M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$24.7M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$46.9M
2
ACL
2
Azora Capital LP
Florida
$74.5M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$13.3M
4
TCM
4
TimesSquare Capital Management
New York
$3.64M
5
Verition Fund Management
5
Verition Fund Management
Connecticut
$57.7M
Name Market Value Shares Shares
Change 		Shares
Change %
MFG
301
Merit Financial Group
Georgia
$344K 6,680 +6,680 New
II
302
Inspire Investing
Idaho
$344K 6,670 -627 -9%
FTWA
303
Fifth Third Wealth Advisors
Ohio
$340K 6,595 +20 +0.3%
JSW
304
Journey Strategic Wealth
New Jersey
$337K 6,537 +86 +1%
SCM
305
Shelton Capital Management
Colorado
$324K 6,291 -179 -3%
WPC
306
Wedmont Private Capital
Pennsylvania
$323K 7,614 -14 -0.2%
GCP
307
GSA Capital Partners
United Kingdom
$320K 6,198 +6,198 New
PA
308
Profund Advisors
Maryland
$315K 6,108 -3,757 -38%
BHPW
309
Beverly Hills Private Wealth
California
$312K 6,058 +262 +5%
Cambridge Investment Research Advisors
310
Cambridge Investment Research Advisors
Iowa
$312K 6,054 +137 +2%
PCMC
311
Paragon Capital Management (Colorado)
Colorado
$310K 6,005 +41 +0.7%
Focus Partners Wealth
312
Focus Partners Wealth
Massachusetts
$304K 5,892 -2,776 -32%
FFM
313
Forum Financial Management
Illinois
$302K 5,865 +3 +0.1%
PAM
314
Panagora Asset Management
Massachusetts
$295K 5,720 -3,379 -37%
First Manhattan
315
First Manhattan
New York
$295K 5,718 – –
GT
316
Greenleaf Trust
Michigan
$290K 5,631 -299 -5%
TCM
317
Teza Capital Management
Illinois
$284K 5,507 -3,845 -41%
FCM
318
Fieldview Capital Management
Michigan
$284K 5,504 +5,504 New
EI
319
Ethic Inc
New York
$283K 5,570 +107 +2%
TC
320
TownSquare Capital
Utah
$283K 5,481 +5,481 New
Marshall Wace
321
Marshall Wace
United Kingdom
$282K 5,471 +5,471 New
William Blair & Company
322
William Blair & Company
Illinois
$278K 5,398 – –
CIBC Asset Management
323
CIBC Asset Management
Ontario, Canada
$276K 5,357 +96 +2%
DFCM
324
Dark Forest Capital Management
Puerto Rico
$273K 5,298 +5,298 New
Kovitz Investment Group Partners
325
Kovitz Investment Group Partners
Illinois
$272K 5,269 -643 -11%
11 12
13
14 15