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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
NL
4
Nuveen LLC
North Carolina
$23.6M
5
Holocene Advisors
5
Holocene Advisors
New York
$38.4M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Millennium Management
2
Millennium Management
New York
$46.9M
3
ACL
3
Azora Capital LP
Florida
$74.5M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$13.3M
5
TCM
5
TimesSquare Capital Management
New York
$3.64M
Name Market Value Shares Shares
Change 		Shares
Change %
PWMG
426
Private Wealth Management Group
New Jersey
$11.6K 225 – –
HWM
427
Hemington Wealth Management
Virginia
$11K 217 +43 +25%
HCP
428
Hexagon Capital Partners
Arkansas
$10.4K 201 +1 +0.5%
NC
429
NewSquare Capital
Pennsylvania
$9.69K 188 +182 +3,033%
JWA
430
JFS Wealth Advisors
Pennsylvania
$8.15K 158 +3 +2%
HNB
431
Huntington National Bank
Ohio
$7.53K 146 -295 -67%
CTC
432
Central Trust Company
Missouri
$7.37K 143 -150 -51%
PWMG
433
Prestige Wealth Management Group
New Jersey
$7.22K 140 – –
PP
434
PFS Partners
New Jersey
$7.11K 138 – –
FMII
435
Farmers & Merchants Investments Inc
Nebraska
$6.65K 129 +59 +84%
MSWA
436
Marshall & Sterling Wealth Advisors
New York
$6.6K 128 +128 New
BIA
437
Bell Investment Advisors
California
$6.55K 127 – –
NECFA
438
New England Capital Financial Advisors
Connecticut
$6.34K 123 +1 +0.8%
WTA
439
Washington Trust Advisors
Massachusetts
$5.72K 111 -275 -71%
WA
440
Whipplewood Advisors
Colorado
$5.46K 54 -52 -49%
S
441
Sachetta
Massachusetts
$5.16K 100 – –
PTC
442
Private Trust Company
Ohio
$4.85K 94 – –
HNW
443
High Note Wealth
Minnesota
$4.38K 85 – –
BI
444
Binnacle Investments
Iowa
$4.23K 82 +82 New
CAL
445
Capital Analysts LLC
Pennsylvania
$4K 68 – –
AWM
446
Activest Wealth Management
Florida
$3.76K 73 +73 New
HWP
447
Highline Wealth Partners
California
$3.04K 59 +59 New
AW
448
Avion Wealth
Texas
$3K 57 – –
RWM
449
Rialto Wealth Management
New York
$2.73K 53 +53 New
CFD
450
Creative Financial Designs
Indiana
$2.47K 48 -285 -86%
16 17
18
19 20