WBS icon

Webster Financial
WBS

Overview Fund Activity

488 hedge funds and large institutions have $7.55B invested in Webster Financial in 2025 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 184 increasing their positions, 154 reducing their positions, and 46 closing their positions.

Holders
488
Holders Change
+20
Holders Change %
+4.27%
% of All Funds
6.63%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
70
Increased
184
Reduced
154
Closed
46
Calls
$22.8M
Puts
$18.7M
Net Calls
+$4.12M
Net Calls Change
-$18.8M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$511M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$62.6M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$366M
4
Holocene Advisors
4
Holocene Advisors
New York
$38.4M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$24.7M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$46.9M
2
ACL
2
Azora Capital LP
Florida
$74.5M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$13.3M
4
TCM
4
TimesSquare Capital Management
New York
$3.64M
5
Verition Fund Management
5
Verition Fund Management
Connecticut
$57.7M
Name Market Value Shares Shares
Change 		Shares
Change %
HFS
401
Hantz Financial Services
Michigan
$31K 598 +13 +2%
PHK
402
Point72 Hong Kong
Hong Kong
$30.9K 599 -28,072 -98%
JSAM
403
J. Safra Asset Management
New York
$29.7K 576 +179 +45%
VSQM
404
V-Square Quantitative Management
Illinois
$29.5K 572 – –
PFBT
405
Parkside Financial Bank & Trust
Missouri
$27.4K 531 +271 +104%
PMAM
406
Picton Mahoney Asset Management
Ontario, Canada
$25K 489 +489 New
WA
407
WPG Advisers
Maryland
$24.2K 469 -442 -49%
TCOV
408
Trust Company of Vermont
Vermont
$24.1K 467 – –
CB
409
Community Bank
New York
$23.9K 463 – –
MPWT
410
MassMutual Private Wealth & Trust
Connecticut
$22.9K 444 +101 +29%
CG
411
Curat Global
New Hampshire
$21.9K 425 +425 New
BSB
412
Bangor Savings Bank
Maine
$20.6K 400 – –
RA
413
Rise Advisors
New York
$20.6K 400 -177 -31%
WWM
414
Wolff Wiese Magana
California
$18.6K 361 – –
TSMHT
415
Thurston Springer Miller Herd & Titak
Indiana
$18.5K 358 +333 +1,332%
SWM
416
Spire Wealth Management
Virginia
$17.5K 339 – –
CIBC Private Wealth Group
417
CIBC Private Wealth Group
Georgia
$16.5K 394 +305 +343%
CA
418
Clearstead Advisors
Ohio
$15.1K 292 +188 +181%
SVCP
419
Silicon Valley Capital Partners
California
$14.7K 288 +2 +0.7%
C
420
Covestor
United Kingdom
$14K 276 -1,771 -87%
MG
421
Mather Group
Illinois
$13.8K 267 – –
CWM
422
Compass Wealth Management
Connecticut
$13.4K 259 – –
HI
423
Harbour Investments
Wisconsin
$13.3K 258 +8 +3%
RTL
424
Red Tortoise LLC
Georgia
$13.2K 257 – –
FFA
425
Farther Finance Advisors
California
$12.3K 243 -241 -50%
15 16
17
18 19