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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 %
VCM
376
Versant Capital Management
Arizona
$139K +$83.4K +1,527 +149%
CIBC Private Wealth Group
377
CIBC Private Wealth Group
Georgia
$137K +$115K +2,113 +536%
CI Investments Inc
378
CI Investments Inc
Ontario, Canada
$121K -$26K -475 -18%
AssetMark Inc
379
AssetMark Inc
California
$120K -$2.68K -49 -2%
HFM
380
Hartford Financial Management
Connecticut
$118K – – –
UB
381
UMB Bank
Missouri
$99.6K +$18.2K +333 +22%
BNP Paribas Asset Management
382
BNP Paribas Asset Management
France
$95K +$95K +1,742 New
SOW
383
State of Wyoming
Wyoming
$93.4K +$93.4K +1,710 New
SAM
384
Smartleaf Asset Management
Massachusetts
$91.9K -$47K -858 -34%
HNB
385
Hilltop National Bank
Wyoming
$79.9K +$79.9K +1,463 New
Nomura Asset Management
386
Nomura Asset Management
Japan
$77K – – –
USB
387
Union Savings Bank
Connecticut
$72.5K – – –
FHA
388
First Horizon Advisors
Tennessee
$71.4K -$9.72K -178 -12%
AF
389
Allworth Financial
California
$68.5K +$17.1K +313 +33%
GWM
390
Geneos Wealth Management
Colorado
$66.1K -$91.1K -1,668 -58%
BAMF
391
BI Asset Management Fondsmaeglerselskab
Denmark
$65K – – –
NA
392
NewEdge Advisors
Louisiana
$62.5K -$1.09K -20 -2%
SAS
393
Spurstone Advisory Services
Connecticut
$60.3K – – –
PA
394
Parallel Advisors
California
$58.8K -$2.18K -40 -4%
Jones Financial Companies
395
Jones Financial Companies
Missouri
$58.4K +$18.1K +330 +45%
HFS
396
Hantz Financial Services
Michigan
$49K +$16.4K +301 +50%
NS
397
NBC Securities
Alabama
$48K -$75K -1,396 -61%
BGAI
398
Bruce G. Allen Investments
Colorado
$47.2K -$1.04K -19 -2%
PFBT
399
Parkside Financial Bank & Trust
Missouri
$45.3K +$16.3K +298 +56%
C
400
Covestor
United Kingdom
$44K +$28.9K +526 +191%
14 15
16
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