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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
VWM
351
Venturi Wealth Management
Texas
$235K +$4.54K +91 +2%
JC
352
JB Capital
Connecticut
$235K -$1.45K -29 -0.7%
WIA
353
Wetzel Investment Advisors
Indiana
$229K
OIA
354
OneDigital Investment Advisors
Kansas
$225K +$205K +4,122 New
BMO
355
Beck Mack & Oliver
New York
$223K
SW
356
SlateStone Wealth
Florida
$221K
GI
357
GAMMA Investing
California
$219K +$48.9K +981 +32%
MYAM
358
Meiji Yasuda Asset Management
Japan
$219K -$2.94K -59 -1%
BMC
359
Benin Management Corp
Connecticut
$218K -$9.97K -200 -5%
PI
360
PFG Investments
New York
$218K +$1.25K +25 +0.6%
KeyBank National Association
361
KeyBank National Association
Ohio
$216K +$198K +3,964 New
Envestnet Portfolio Solutions
362
Envestnet Portfolio Solutions
Illinois
$215K -$3.09K -62 -2%
PTP
363
Platform Technology Partners
New York
$214K
VVP
364
Venture Visionary Partners
Ohio
$211K +$193K +3,864 New
P
365
&Partners
Tennessee
$209K +$191K +3,828 New
PCM
366
Prana Capital Management
Connecticut
$209K +$191K +3,826 New
MC
367
Machina Capital
France
$209K +$190K +3,819 New
ACM
368
AlphaStar Capital Management
North Carolina
$205K +$188K +3,762 New
NB
369
NBT Bank
New York
$205K
OAM
370
OP Asset Management
$203K
AFG
371
Atomi Financial Group
New York
$202K -$17.7K -355 -9%
JFG
372
Jefferies Financial Group
New York
$191K -$437K -8,775 -71%
CPBTD
373
Central Pacific Bank - Trust Division
Hawaii
$190K -$2.99K -60 -2%
EWA
374
EverSource Wealth Advisors
Alabama
$186K +$114K +2,284 +205%
Northwestern Mutual Wealth Management
375
Northwestern Mutual Wealth Management
Wisconsin
$166K -$6.33K -127 -4%

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.