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Webster Financial

496 hedge funds and large institutions have $8.19B invested in Webster Financial in 2025 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 164 increasing their positions, 199 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $29.2M | Put options by funds: $16.4M

14% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 59

7% more capital invested

Capital invested by funds: $7.67B → $8.19B (+$522M)

2.26% more ownership

Funds ownership: 86.91%89.17% (+2.3%)

1% more funds holding

Funds holding: 491496 (+5)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

18% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 199

Holders
496
Holders Change
+5
Holders Change %
+1.02%
% 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
67
Increased
164
Reduced
199
Closed
59
Calls
$29.2M
Puts
$16.4M
Net Calls
+$12.8M
Net Calls Change
+$8.68M
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 -$37.4K -750 -12%
Kovitz Investment Group Partners
329
Kovitz Investment Group Partners
Illinois
$288K -$299 -6 -0.1%
GT
330
Greenleaf Trust
Michigan
$287K -$18.8K -377 -7%
SIG
331
Sky Investment Group
Connecticut
$283K
BFS
332
Bradley Foster & Sargent
Connecticut
$279K
BP
333
Ballentine Partners
Massachusetts
$278K -$8.28K -166 -3%
FCM
334
Firestone Capital Management
Florida
$278K
ClearBridge Investments
335
ClearBridge Investments
New York
$274K
OCPWS
336
One Charles Private Wealth Services
Massachusetts
$270K +$247K +4,951 New
TSS
337
Two Sigma Securities
New York
$270K +$246K +4,937 New
BC
338
Bayforest Capital
United Kingdom
$269K +$148K +2,961 +150%
GIM
339
Glenmede Investment Management
Pennsylvania
$264K +$241K +4,831 New
SCP
340
Sivia Capital Partners
California
$254K +$232K +4,657 New
AFCM
341
Applied Finance Capital Management
Puerto Rico
$252K +$18.7K +375 +9%
ECM
342
Everence Capital Management
Indiana
$250K
ACM
343
Aster Capital Management
United Arab Emirates
$247K +$225K +4,517 New
William Blair Investment Management
344
William Blair Investment Management
Illinois
$246K
NAS
345
Nicolet Advisory Services
Wisconsin
$245K +$218K +4,381 New
SLAM
346
Swiss Life Asset Management
$242K +$221K +4,428 New
PCMC
347
Paragon Capital Management (Colorado)
Colorado
$241K -$79.6K -1,596 -27%
IAG
348
Investmark Advisory Group
Connecticut
$239K +$218K +4,382 New
PWM
349
Perigon Wealth Management
California
$237K +$9.42K +189 +5%
FT
350
Fiduciary Trust
Massachusetts
$237K +$216K +4,337 New

WBS Hedge Fund Activity: Q2 2025 in Review

496 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q2 2025, worth a combined $8.19B — up 6.8% from $7.67B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new WBS positions and 59 closed out — a net gain of 8 holders — while 164 added to existing stakes and 199 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $124M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $89.9M.

  • 496 institutional investors held Webster Financial (WBS) as of Q2 2025, up from 491 in Q1 2025.
  • Funds reported $8.19B of Webster Financial stock for Q2 2025, up 6.8% quarter-over-quarter.
  • 67 funds opened new Webster Financial positions in Q2 2025 and 59 closed out, a net change of +8 holders.
  • The largest Webster Financial buyer in Q2 2025 was Citadel Advisors, an estimated $124M added.
  • The largest Webster Financial seller in Q2 2025 was T. Rowe Price Investment Management, an estimated $89.9M sold.

Based on aggregated 13F filings for Q2 2025.