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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 %
OIA
351
OneDigital Investment Advisors
Kansas
$225K +$225K +4,122 New
BMO
352
Beck Mack & Oliver
New York
$223K – – –
SW
353
SlateStone Wealth
Florida
$221K – – –
GI
354
GAMMA Investing
California
$219K +$53.6K +981 +32%
MYAM
355
Meiji Yasuda Asset Management
Japan
$219K -$3.22K -59 -1%
BMC
356
Benin Management Corp
Connecticut
$218K -$10.9K -200 -5%
PI
357
PFG Investments
New York
$218K +$1.37K +25 +0.6%
KeyBank National Association
358
KeyBank National Association
Ohio
$216K +$216K +3,964 New
Envestnet Portfolio Solutions
359
Envestnet Portfolio Solutions
Illinois
$215K -$3.39K -62 -2%
PTP
360
Platform Technology Partners
New York
$214K – – –
VVP
361
Venture Visionary Partners
Ohio
$211K +$211K +3,864 New
P
362
&Partners
Tennessee
$209K +$209K +3,828 New
PCM
363
Prana Capital Management
Connecticut
$209K +$209K +3,826 New
MC
364
Machina Capital
France
$209K +$209K +3,819 New
ACM
365
AlphaStar Capital Management
North Carolina
$205K +$205K +3,762 New
NB
366
NBT Bank
New York
$205K – – –
AFG
367
Atomi Financial Group
New York
$202K -$19.4K -355 -9%
JFG
368
Jefferies Financial Group
New York
$191K -$479K -8,775 -71%
CPBTD
369
Central Pacific Bank - Trust Division
Hawaii
$190K -$3.28K -60 -2%
EWA
370
EverSource Wealth Advisors
Alabama
$186K +$125K +2,284 +205%
Northwestern Mutual Wealth Management
371
Northwestern Mutual Wealth Management
Wisconsin
$166K -$6.93K -127 -4%
SPIA
372
Steward Partners Investment Advisory
New York
$165K -$1.09K -20 -0.7%
BIG
373
Brooklyn Investment Group
New York
$156K +$26.9K +493 +21%
HWM
374
HighMark Wealth Management
Minnesota
$155K +$1.2K +22 +0.8%
SDIC
375
South Dakota Investment Council
South Dakota
$145K – – –
13 14
15
16 17