WBS icon

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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
BP
326
Ballentine Partners
Massachusetts
$271K +$271K +5,260 New
AAM
327
Advisors Asset Management
Colorado
$271K +$86.9K +1,685 +47%
SIG
328
Sky Investment Group
Connecticut
$267K – – –
BFS
329
Bradley Foster & Sargent
Connecticut
$263K -$35.3K -684 -12%
FCM
330
Firestone Capital Management
Florida
$263K – – –
PM
331
Penbrook Management
New York
$262K +$12.9K +250 +5%
SG Americas Securities
332
SG Americas Securities
New York
$261K +$160K +3,101 +158%
ClearBridge Investments
333
ClearBridge Investments
New York
$258K – – –
Group One Trading
334
Group One Trading
Illinois
$243K +$243K +4,723 New
YIH
335
Y-Intercept (HK)
Hong Kong
$241K -$1.5M -29,130 -86%
ECM
336
Everence Capital Management
Indiana
$236K – – –
William Blair Investment Management
337
William Blair Investment Management
Illinois
$232K – – –
AAS
338
Avantax Advisory Services
Texas
$230K +$19.4K +377 +9%
JC
339
JB Capital
Connecticut
$223K +$223K +4,326 New
VA
340
Vident Advisory
Georgia
$220K +$220K +4,273 New
SC
341
Savant Capital
Illinois
$219K +$219K +4,253 New
AFCM
342
Applied Finance Capital Management
Puerto Rico
$219K +$567 +11 +0.3%
PAS
343
Park Avenue Securities
New York
$218K -$11.8K -228 -5%
VWM
344
Venturi Wealth Management
Texas
$217K – – –
BMC
345
Benin Management Corp
Connecticut
$217K -$5.16K -100 -2%
WIA
346
Wetzel Investment Advisors
Indiana
$217K – – –
PWM
347
Perigon Wealth Management
California
$214K +$2.22K +43 +1%
BMO
348
Beck Mack & Oliver
New York
$211K – – –
MYAM
349
Meiji Yasuda Asset Management
Japan
$210K -$7.78K -151 -4%
AFG
350
Atomi Financial Group
New York
$209K +$209K +4,057 New
12 13
14
15 16