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Webster Financial

494 hedge funds and large institutions have $8.2B invested in Webster Financial in 2025 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 163 increasing their positions, 200 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

1% more funds holding

Funds holding: 490494 (+4)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

19% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 200

Holders
494
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29.2M
Puts
$16.4M
Net Calls
Net Calls Change

Top Buyers

1 +$136M
2 +$58.8M
3 +$57.5M
4
Millennium Management
Millennium Management
New York
+$33.3M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$28.1M

Top Sellers

1 -$98.4M
2 -$38.4M
3 -$27.7M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
-$26.1M
5
Morgan Stanley
Morgan Stanley
New York
-$25.7M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
326
William Blair & Company
Illinois
$295K
CIBC Asset Management
327
CIBC Asset Management
Ontario, Canada
$292K
BHPW
328
Beverly Hills Private Wealth
California
$290K
Kovitz Investment Group Partners
329
Kovitz Investment Group Partners
Illinois
$288K
GT
330
Greenleaf Trust
Michigan
$287K
SIG
331
Sky Investment Group
Connecticut
$283K
BFS
332
Bradley Foster & Sargent
Connecticut
$279K
BP
333
Ballentine Partners
Massachusetts
$278K
FCM
334
Firestone Capital Management
Florida
$278K
ClearBridge Investments
335
ClearBridge Investments
New York
$274K
OCPWS
336
One Charles Private Wealth Services
Massachusetts
$270K
TSS
337
Two Sigma Securities
New York
$270K
BC
338
Bayforest Capital
United Kingdom
$269K
GIM
339
Glenmede Investment Management
Pennsylvania
$264K
SCP
340
Sivia Capital Partners
California
$254K
AFCM
341
Applied Finance Capital Management
Puerto Rico
$252K
ECM
342
Everence Capital Management
Indiana
$250K
ACM
343
Aster Capital Management
United Arab Emirates
$247K
William Blair Investment Management
344
William Blair Investment Management
Illinois
$246K
NAS
345
Nicolet Advisory Services
Wisconsin
$245K
SLAM
346
Swiss Life Asset Management
$242K
PCMC
347
Paragon Capital Management (Colorado)
Colorado
$241K
IAG
348
Investmark Advisory Group
Connecticut
$239K
PWM
349
Perigon Wealth Management
California
$237K
FT
350
Fiduciary Trust
Massachusetts
$237K