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Webster Financial

491 hedge funds and large institutions have $7.67B invested in Webster Financial in 2025 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 187 increasing their positions, 155 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 45

22% more call options, than puts

Call options by funds: $22.8M | Put options by funds: $18.7M

21% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 155

4% more funds holding

Funds holding: 470491 (+21)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1.84% less ownership

Funds ownership: 88.75%86.91% (-1.8%)

9% less capital invested

Capital invested by funds: $8.4B → $7.67B (-$728M)

Holders
491
Holders Change
+21
Holders Change %
+4.47%
% of All Funds
6.58%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
68
Increased
187
Reduced
155
Closed
45
Calls
$22.8M
Puts
$18.7M
Net Calls
+$4.12M
Net Calls Change
-$18.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
401
True Wealth Design
Ohio
$31.9K +$34.4K +618 New
QC
402
Quent Capital
New York
$31.2K +$223 +4 +0.7%
HFS
403
Hantz Financial Services
Michigan
$31K +$723 +13 +2%
PHK
404
Point72 Hong Kong
Hong Kong
$30.9K -$1.56M -28,072 -98%
JSAM
405
J. Safra Asset Management
New York
$29.7K +$9.96K +179 +45%
VSQM
406
V-Square Quantitative Management
Illinois
$29.5K
PFBT
407
Parkside Financial Bank & Trust
Missouri
$27.4K +$15.1K +271 +104%
MWA
408
Medallion Wealth Advisors
Connecticut
$26.8K
PMAM
409
Picton Mahoney Asset Management
Ontario, Canada
$25K +$27.2K +489 New
WA
410
WPG Advisers
Maryland
$24.2K -$24.6K -442 -49%
TCOV
411
Trust Company of Vermont
Vermont
$24.1K
CB
412
Community Bank
New York
$23.9K
MPWT
413
MassMutual Private Wealth & Trust
Connecticut
$22.9K +$5.62K +101 +29%
CG
414
Curat Global
New Hampshire
$21.9K +$23.6K +425 New
BSB
415
Bangor Savings Bank
Maine
$20.6K
RA
416
Rise Advisors
New York
$20.6K -$9.85K -177 -31%
WWM
417
Wolff Wiese Magana
California
$18.6K
TSMHT
418
Thurston Springer Miller Herd & Titak
Indiana
$18.5K +$18.5K +333 +1,332%
SWM
419
Spire Wealth Management
Virginia
$17.5K
CIBC Private Wealth Group
420
CIBC Private Wealth Group
Georgia
$16.5K +$17K +305 +343%
CA
421
Clearstead Advisors
Ohio
$15.1K +$10.5K +188 +181%
SVCP
422
Silicon Valley Capital Partners
California
$14.7K +$111 +2 +0.7%
C
423
Covestor
United Kingdom
$14K -$98.5K -1,771 -87%
MG
424
Mather Group
Illinois
$13.8K
CWM
425
Compass Wealth Management
Connecticut
$13.4K

WBS Hedge Fund Activity: Q1 2025 in Review

491 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q1 2025, worth a combined $7.67B — down 8.7% from $8.4B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new WBS positions and 45 closed out — a net gain of 23 holders — while 187 added to existing stakes and 155 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $78.6M. The largest seller was Millennium Management, cutting an estimated $91.1M.

  • 491 institutional investors held Webster Financial (WBS) as of Q1 2025, up from 470 in Q4 2024.
  • Funds reported $7.67B of Webster Financial stock for Q1 2025, down 8.7% quarter-over-quarter.
  • 68 funds opened new Webster Financial positions in Q1 2025 and 45 closed out, a net change of +23 holders.
  • The largest Webster Financial buyer in Q1 2025 was Fidelity Investments, an estimated $78.6M added.
  • The largest Webster Financial seller in Q1 2025 was Millennium Management, an estimated $91.1M sold.

Based on aggregated 13F filings for Q1 2025.