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Webster Financial
WBS

Overview Fund Activity

488 hedge funds and large institutions have $7.55B invested in Webster Financial in 2025 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 184 increasing their positions, 154 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+20
Holders Change %
+4.27%
% of All Funds
6.63%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
70
Increased
184
Reduced
154
Closed
46
Calls
$22.8M
Puts
$18.7M
Net Calls
+$4.12M
Net Calls Change
-$18.8M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$511M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$62.6M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$366M
4
Holocene Advisors
4
Holocene Advisors
New York
$38.4M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$24.7M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$46.9M
2
ACL
2
Azora Capital LP
Florida
$74.5M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$13.3M
4
TCM
4
TimesSquare Capital Management
New York
$3.64M
5
Verition Fund Management
5
Verition Fund Management
Connecticut
$57.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
351
SlateStone Wealth
Florida
$208K – – –
Envestnet Portfolio Solutions
352
Envestnet Portfolio Solutions
Illinois
$207K -$241K -4,666 -54%
FPAS
353
Focus Partners Advisor Solutions
Missouri
$207K +$207K +4,008 New
PI
354
PFG Investments
New York
$204K -$28.8K -559 -12%
PTP
355
Platform Technology Partners
New York
$202K +$928 +18 +0.5%
NB
356
NBT Bank
New York
$193K – – –
CPBTD
357
Central Pacific Bank - Trust Division
Hawaii
$182K +$10.8K +210 +6%
Northwestern Mutual Wealth Management
358
Northwestern Mutual Wealth Management
Wisconsin
$164K -$17.3K -336 -10%
SPIA
359
Steward Partners Investment Advisory
New York
$156K -$9.54K -185 -6%
GI
360
GAMMA Investing
California
$156K +$50.9K +987 +48%
GWM
361
Geneos Wealth Management
Colorado
$148K +$117K +2,269 +372%
HWM
362
HighMark Wealth Management
Minnesota
$145K +$979 +19 +0.7%
CI Investments Inc
363
CI Investments Inc
Ontario, Canada
$139K +$1.6K +31 +1%
LC
364
Lindbrook Capital
California
$139K +$107K +2,074 +335%
SDIC
365
South Dakota Investment Council
South Dakota
$137K – – –
SAM
366
Smartleaf Asset Management
Massachusetts
$129K +$22.2K +434 +21%
QL
367
Quarry LP
New York
$128K +$66.7K +1,294 +109%
DekaBank Deutsche Girozentrale
368
DekaBank Deutsche Girozentrale
Germany
$126K -$221K -4,390 -64%
BIG
369
Brooklyn Investment Group
New York
$122K +$63.1K +1,224 +107%
NS
370
NBC Securities
Alabama
$118K +$118K +2,288 +228,800%
AssetMark Inc
371
AssetMark Inc
California
$116K -$12.6K -244 -10%
CSS
372
Cubist Systematic Strategies
Connecticut
$114K +$114K +2,211 New
HFM
373
Hartford Financial Management
Connecticut
$112K – – –
BC
374
Bayforest Capital
United Kingdom
$102K +$38K +737 +60%
Walleye Trading
375
Walleye Trading
New York
$95K +$95K +1,843 New
13 14
15
16 17