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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
SPIA
376
Steward Partners Investment Advisory
New York
$165K -$997 -20 -0.7%
BIG
377
Brooklyn Investment Group
New York
$156K +$24.6K +493 +21%
HWM
378
HighMark Wealth Management
Minnesota
$155K +$1.1K +22 +0.8%
SDIC
379
South Dakota Investment Council
South Dakota
$145K
VCM
380
Versant Capital Management
Arizona
$139K +$76.1K +1,527 +149%
CIBC Private Wealth Group
381
CIBC Private Wealth Group
Georgia
$137K +$105K +2,113 +536%
CI Investments Inc
382
CI Investments Inc
Ontario, Canada
$121K -$23.7K -475 -18%
AssetMark Inc
383
AssetMark Inc
California
$120K -$2.44K -49 -2%
HFM
384
Hartford Financial Management
Connecticut
$118K
DB
385
Danske Bank
Denmark
$101K -$2M -40,066 -96%
UB
386
UMB Bank
Missouri
$99.6K +$16.6K +333 +22%
BNP Paribas Asset Management
387
BNP Paribas Asset Management
France
$95K +$86.8K +1,742 New
SOW
388
State of Wyoming
Wyoming
$93.4K +$85.2K +1,710 New
SAM
389
Smartleaf Asset Management
Massachusetts
$91.9K -$42.8K -858 -34%
HNB
390
Hilltop National Bank
Wyoming
$79.9K +$72.9K +1,463 New
Nomura Asset Management
391
Nomura Asset Management
Japan
$77K
USB
392
Union Savings Bank
Connecticut
$72.5K
FHA
393
First Horizon Advisors
Tennessee
$71.4K -$8.87K -178 -12%
AF
394
Allworth Financial
California
$68.5K +$15.6K +313 +33%
GWM
395
Geneos Wealth Management
Colorado
$66.1K -$83.2K -1,668 -58%
BAMF
396
BI Asset Management Fondsmaeglerselskab
Denmark
$65K
NA
397
NewEdge Advisors
Louisiana
$62.5K -$997 -20 -2%
SAS
398
Spurstone Advisory Services
Connecticut
$60.3K
PA
399
Parallel Advisors
California
$58.8K -$1.99K -40 -4%
Jones Financial Companies
400
Jones Financial Companies
Missouri
$58.4K +$16.5K +330 +45%

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.