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Webster Financial
WBS

Overview Fund Activity

489 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, 163 increasing their positions, 196 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
489
Holders Change
+1
Holders Change %
+0.2%
% of All Funds
6.56%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
65
Increased
163
Reduced
196
Closed
59
Calls
$29.2M
Puts
$16.4M
Net Calls
+$12.8M
Net Calls Change
+$8.68M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$198M
2
AQR Capital Management
AQR Capital Management
Connecticut
$85.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$598M
4
Millennium Management
Millennium Management
New York
$83M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$416M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$48.8M
2
Holocene Advisors
Holocene Advisors
New York
$0
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$17.6M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
$74.9M
5
Morgan Stanley
Morgan Stanley
New York
$81.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHPW
326
Beverly Hills Private Wealth
California
$290K -$41K -750 -12%
Kovitz Investment Group Partners
327
Kovitz Investment Group Partners
Illinois
$288K -$328 -6 -0.1%
GT
328
Greenleaf Trust
Michigan
$287K -$20.6K -377 -7%
SIG
329
Sky Investment Group
Connecticut
$283K – – –
BFS
330
Bradley Foster & Sargent
Connecticut
$279K – – –
BP
331
Ballentine Partners
Massachusetts
$278K -$9.06K -166 -3%
FCM
332
Firestone Capital Management
Florida
$278K – – –
ClearBridge Investments
333
ClearBridge Investments
New York
$274K – – –
OCPWS
334
One Charles Private Wealth Services
Massachusetts
$270K +$270K +4,951 New
TSS
335
Two Sigma Securities
New York
$270K +$270K +4,937 New
BC
336
Bayforest Capital
United Kingdom
$269K +$162K +2,961 +150%
GIM
337
Glenmede Investment Management
Pennsylvania
$264K +$264K +4,831 New
SCP
338
Sivia Capital Partners
California
$254K +$254K +4,657 New
AFCM
339
Applied Finance Capital Management
Puerto Rico
$252K +$20.5K +375 +9%
ECM
340
Everence Capital Management
Indiana
$250K – – –
ACM
341
Aster Capital Management
United Arab Emirates
$247K +$247K +4,517 New
William Blair Investment Management
342
William Blair Investment Management
Illinois
$246K – – –
NAS
343
Nicolet Advisory Services
Wisconsin
$245K +$245K +4,381 New
PCMC
344
Paragon Capital Management (Colorado)
Colorado
$241K -$87.2K -1,596 -27%
IAG
345
Investmark Advisory Group
Connecticut
$239K +$239K +4,382 New
PWM
346
Perigon Wealth Management
California
$237K +$10.3K +189 +5%
FT
347
Fiduciary Trust
Massachusetts
$237K +$237K +4,337 New
VWM
348
Venturi Wealth Management
Texas
$235K +$4.97K +91 +2%
JC
349
JB Capital
Connecticut
$235K -$1.58K -29 -0.7%
WIA
350
Wetzel Investment Advisors
Indiana
$229K – – –
12 13
14
15 16