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Webster Financial
WBS

Overview Fund Activity

486 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, 161 increasing their positions, 195 reducing their positions, and 59 closing their positions.

Holders
486
Holders Change
-2
Holders Change %
-0.41%
% 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
65
Increased
161
Reduced
195
Closed
59
Calls
$22.7M
Puts
$15.2M
Net Calls
+$7.57M
Net Calls Change
+$3.45M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$198M
2
Norges Bank
2
Norges Bank
Norway
$132M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$85.5M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$598M
5
Millennium Management
5
Millennium Management
New York
$83M

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 Market Value Shares Shares
Change 		Shares
Change %
GT
326
Greenleaf Trust
Michigan
$287K 5,254 -377 -7%
SIG
327
Sky Investment Group
Connecticut
$283K 5,186 – –
BFS
328
Bradley Foster & Sargent
Connecticut
$279K 5,107 – –
BP
329
Ballentine Partners
Massachusetts
$278K 5,094 -166 -3%
FCM
330
Firestone Capital Management
Florida
$278K 5,093 – –
ClearBridge Investments
331
ClearBridge Investments
New York
$274K 5,010 – –
OCPWS
332
One Charles Private Wealth Services
Massachusetts
$270K 4,951 +4,951 New
TSS
333
Two Sigma Securities
New York
$270K 4,937 +4,937 New
BC
334
Bayforest Capital
United Kingdom
$269K 4,935 +2,961 +150%
GIM
335
Glenmede Investment Management
Pennsylvania
$264K 4,831 +4,831 New
SCP
336
Sivia Capital Partners
California
$254K 4,657 +4,657 New
AFCM
337
Applied Finance Capital Management
Puerto Rico
$252K 4,624 +375 +9%
ECM
338
Everence Capital Management
Indiana
$250K 4,570 – –
ACM
339
Aster Capital Management
United Arab Emirates
$247K 4,517 +4,517 New
William Blair Investment Management
340
William Blair Investment Management
Illinois
$246K 4,500 – –
NAS
341
Nicolet Advisory Services
Wisconsin
$245K 4,381 +4,381 New
PCMC
342
Paragon Capital Management (Colorado)
Colorado
$241K 4,409 -1,596 -27%
IAG
343
Investmark Advisory Group
Connecticut
$239K 4,382 +4,382 New
PWM
344
Perigon Wealth Management
California
$237K 4,348 +189 +5%
FT
345
Fiduciary Trust
Massachusetts
$237K 4,337 +4,337 New
VWM
346
Venturi Wealth Management
Texas
$235K 4,307 +91 +2%
JC
347
JB Capital
Connecticut
$235K 4,297 -29 -0.7%
WIA
348
Wetzel Investment Advisors
Indiana
$229K 4,200 – –
OIA
349
OneDigital Investment Advisors
Kansas
$225K 4,122 +4,122 New
BMO
350
Beck Mack & Oliver
New York
$223K 4,091 – –
12 13
14
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