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Webster Financial
WBS

Overview Fund Activity

486 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, 161 increasing their positions, 195 reducing their positions, and 59 closing their positions.

Holders
486
Holders Change
-2
Holders Change %
-0.41%
% 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
65
Increased
161
Reduced
195
Closed
59
Calls
$22.7M
Puts
$15.2M
Net Calls
+$7.57M
Net Calls Change
+$3.45M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$198M
2
Norges Bank
2
Norges Bank
Norway
$132M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$85.5M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$598M
5
Millennium Management
5
Millennium Management
New York
$83M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$48.8M
2
Holocene Advisors
2
Holocene Advisors
New York
$0
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$17.6M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$74.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$81.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CFB
426
Cullen/Frost Bankers
Texas
$9.66K 177 -523 -75%
BIA
427
Bell Investment Advisors
California
$9.01K 165 +38 +30%
TPWA
428
Twin Peaks Wealth Advisors
California
$8.9K 154 +154 New
CT
429
Clearstead Trust
Maine
$8.85K 162 +122 +305%
AGWCA
430
Annis Gardner Whiting Capital Advisors
Florida
$8.41K 154 +154 New
JWA
431
JFS Wealth Advisors
Pennsylvania
$8.35K 153 -5 -3%
CTC
432
Central Trust Company
Missouri
$7.81K 143 – –
FMII
433
Farmers & Merchants Investments Inc
Nebraska
$7.7K 141 +12 +9%
PWMG
434
Prestige Wealth Management Group
New Jersey
$7.64K 140 – –
HNB
435
Huntington National Bank
Ohio
$7.26K 133 -13 -9%
MSWA
436
Marshall & Sterling Wealth Advisors
New York
$6.99K 128 – –
NECFA
437
New England Capital Financial Advisors
Connecticut
$6.76K 124 +1 +0.8%
KIM
438
Kestra Investment Management
Texas
$6.61K 121 +121 New
WTA
439
Washington Trust Advisors
Massachusetts
$6.06K 111 – –
S
440
Sachetta
Massachusetts
$6.01K 110 +10 +10%
GRP
441
Global Retirement Partners
California
$5.46K 100 +100 New
PTC
442
Private Trust Company
Ohio
$5.3K 97 +3 +3%
TWD
443
True Wealth Design
Ohio
$4.59K 84 -534 -86%
BI
444
Binnacle Investments
Iowa
$4.48K 82 – –
MYIA
445
Mount Yale Investment Advisors
Colorado
$4.48K 82 +82 New
HNW
446
High Note Wealth
Minnesota
$4.37K 80 -5 -6%
FPF
447
First Pacific Financial
Washington
$4.21K 77 +56 +267%
CAL
448
Capital Analysts LLC
Pennsylvania
$4K 68 – –
SC
449
SouthState Corp
Florida
$3.71K 68 +38 +127%
WA
450
Whipplewood Advisors
Colorado
$3.55K 65 +11 +20%
16 17
18
19 20