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Webster Financial

491 hedge funds and large institutions have $8.2B invested in Webster Financial in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 163 increasing their positions, 198 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: 488491 (+3)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

18% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 198

Holders
491
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
CIBC Asset Management
326
CIBC Asset Management
Ontario, Canada
$292K
BHPW
327
Beverly Hills Private Wealth
California
$290K
Kovitz Investment Group Partners
328
Kovitz Investment Group Partners
Illinois
$288K
GT
329
Greenleaf Trust
Michigan
$287K
SIG
330
Sky Investment Group
Connecticut
$283K
BFS
331
Bradley Foster & Sargent
Connecticut
$279K
BP
332
Ballentine Partners
Massachusetts
$278K
FCM
333
Firestone Capital Management
Florida
$278K
ClearBridge Investments
334
ClearBridge Investments
New York
$274K
OCPWS
335
One Charles Private Wealth Services
Massachusetts
$270K
TSS
336
Two Sigma Securities
New York
$270K
BC
337
Bayforest Capital
United Kingdom
$269K
GIM
338
Glenmede Investment Management
Pennsylvania
$264K
SCP
339
Sivia Capital Partners
California
$254K
AFCM
340
Applied Finance Capital Management
Puerto Rico
$252K
ECM
341
Everence Capital Management
Indiana
$250K
ACM
342
Aster Capital Management
United Arab Emirates
$247K
William Blair Investment Management
343
William Blair Investment Management
Illinois
$246K
NAS
344
Nicolet Advisory Services
Wisconsin
$245K
PCMC
345
Paragon Capital Management (Colorado)
Colorado
$241K
IAG
346
Investmark Advisory Group
Connecticut
$239K
PWM
347
Perigon Wealth Management
California
$237K
FT
348
Fiduciary Trust
Massachusetts
$237K
VWM
349
Venturi Wealth Management
Texas
$235K
JC
350
JB Capital
Connecticut
$235K