WBS icon

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
WIA
351
Wetzel Investment Advisors
Indiana
$229K
OIA
352
OneDigital Investment Advisors
Kansas
$225K
BMO
353
Beck Mack & Oliver
New York
$223K
SW
354
SlateStone Wealth
Florida
$221K
GI
355
GAMMA Investing
California
$219K
MYAM
356
Meiji Yasuda Asset Management
Japan
$219K
BMC
357
Benin Management Corp
Connecticut
$218K
PI
358
PFG Investments
New York
$218K
KeyBank National Association
359
KeyBank National Association
Ohio
$216K
Envestnet Portfolio Solutions
360
Envestnet Portfolio Solutions
Illinois
$215K
PTP
361
Platform Technology Partners
New York
$214K
VVP
362
Venture Visionary Partners
Ohio
$211K
P
363
&Partners
Tennessee
$209K
PCM
364
Prana Capital Management
Connecticut
$209K
MC
365
Machina Capital
France
$209K
ACM
366
AlphaStar Capital Management
North Carolina
$205K
NB
367
NBT Bank
New York
$205K
AFG
368
Atomi Financial Group
New York
$202K
JFG
369
Jefferies Financial Group
New York
$191K
CPBTD
370
Central Pacific Bank - Trust Division
Hawaii
$190K
EWA
371
EverSource Wealth Advisors
Alabama
$186K
Northwestern Mutual Wealth Management
372
Northwestern Mutual Wealth Management
Wisconsin
$166K
SPIA
373
Steward Partners Investment Advisory
New York
$165K
BIG
374
Brooklyn Investment Group
New York
$156K
HWM
375
HighMark Wealth Management
Minnesota
$155K