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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 %
IA
401
IFP Advisors
Florida
$42.8K +$41.6K +762 +3,629%
GBT
402
Grove Bank & Trust
Florida
$42.2K -$37.2K -682 -47%
Mitsubishi UFJ Asset Management
403
Mitsubishi UFJ Asset Management
Japan
$40.3K – – –
Bessemer Group
404
Bessemer Group
New Jersey
$38K -$17.8K -328 -32%
AAG
405
Armstrong Advisory Group
Massachusetts
$37.2K – – –
BBHC
406
Brown Brothers Harriman & Co
New York
$35.8K +$35.8K +656 New
PS
407
Principal Securities
Iowa
$33.6K -$8.14K -149 -20%
VSQM
408
V-Square Quantitative Management
Illinois
$31.2K – – –
AAP
409
Arax Advisory Partners
Colorado
$31.1K +$31.1K +570 New
WA
410
WPG Advisers
Maryland
$30.5K +$4.86K +89 +19%
TCOV
411
Trust Company of Vermont
Vermont
$25.5K – – –
CB
412
Community Bank
New York
$25.3K – – –
MPWT
413
MassMutual Private Wealth & Trust
Connecticut
$24.8K +$601 +11 +2%
JSAM
414
J. Safra Asset Management
New York
$23.4K -$8.1K -148 -26%
CG
415
Curat Global
New Hampshire
$23.2K – – –
RA
416
Rise Advisors
New York
$22.1K +$273 +5 +1%
BSB
417
Bangor Savings Bank
Maine
$21.8K – – –
WWM
418
Wolff Wiese Magana
California
$19.7K – – –
SWM
419
Spire Wealth Management
Virginia
$18.5K – – –
FMP
420
Financial Management Professionals
Texas
$16.4K -$26.1K -478 -61%
CA
421
Clearstead Advisors
Ohio
$15K -$928 -17 -6%
HI
422
Harbour Investments
Wisconsin
$14.1K – – –
RTL
423
Red Tortoise LLC
Georgia
$14K – – –
FFA
424
Farther Finance Advisors
California
$12.5K -$765 -14 -6%
PWMG
425
Private Wealth Management Group
New Jersey
$12.3K – – –
15 16
17
18 19