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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
DFCM
326
Dark Forest Capital Management
Puerto Rico
$273K +$295K +5,298 New
Kovitz Investment Group Partners
327
Kovitz Investment Group Partners
Illinois
$272K -$35.8K -643 -11%
BP
328
Ballentine Partners
Massachusetts
$271K +$293K +5,260 New
AAM
329
Advisors Asset Management
Colorado
$271K +$93.8K +1,685 +47%
SIG
330
Sky Investment Group
Connecticut
$267K
BFS
331
Bradley Foster & Sargent
Connecticut
$263K -$38.1K -684 -12%
FCM
332
Firestone Capital Management
Florida
$263K
PM
333
Penbrook Management
New York
$262K +$13.9K +250 +5%
SG Americas Securities
334
SG Americas Securities
New York
$261K +$173K +3,101 +158%
ClearBridge Investments
335
ClearBridge Investments
New York
$258K
Group One Trading
336
Group One Trading
Illinois
$243K +$263K +4,723 New
YIH
337
Y-Intercept (HK)
Hong Kong
$241K -$1.62M -29,130 -86%
ECM
338
Everence Capital Management
Indiana
$236K
William Blair Investment Management
339
William Blair Investment Management
Illinois
$232K
AAS
340
Avantax Advisory Services
Texas
$230K +$21K +377 +9%
JC
341
JB Capital
Connecticut
$223K +$241K +4,326 New
VA
342
Vident Advisory
Georgia
$220K +$238K +4,273 New
AFCM
343
Applied Finance Capital Management
Puerto Rico
$219K +$612 +11 +0.3%
PAS
344
Park Avenue Securities
New York
$218K -$12.7K -228 -5%
VWM
345
Venturi Wealth Management
Texas
$217K
BMC
346
Benin Management Corp
Connecticut
$217K -$5.56K -100 -2%
WIA
347
Wetzel Investment Advisors
Indiana
$217K
PWM
348
Perigon Wealth Management
California
$214K +$2.39K +43 +1%
BMO
349
Beck Mack & Oliver
New York
$211K
MYAM
350
Meiji Yasuda Asset Management
Japan
$210K -$8.4K -151 -4%

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.