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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
HI
426
Harbour Investments
Wisconsin
$13.3K +$445 +8 +3%
RTL
427
Red Tortoise LLC
Georgia
$13.2K
FFA
428
Farther Finance Advisors
California
$12.3K -$13.4K -241 -50%
PWMG
429
Private Wealth Management Group
New Jersey
$11.6K
HWM
430
Hemington Wealth Management
Virginia
$11K +$2.39K +43 +25%
HCP
431
Hexagon Capital Partners
Arkansas
$10.4K +$56 +1 +0.5%
NC
432
NewSquare Capital
Pennsylvania
$9.69K +$10.1K +182 +3,033%
JWA
433
JFS Wealth Advisors
Pennsylvania
$8.14K +$167 +3 +2%
HNB
434
Huntington National Bank
Ohio
$7.53K -$16.4K -295 -67%
CTC
435
Central Trust Company
Missouri
$7.37K -$8.35K -150 -51%
PWMG
436
Prestige Wealth Management Group
New Jersey
$7.22K
PP
437
PFS Partners
New Jersey
$7.11K
FMII
438
Farmers & Merchants Investments Inc
Nebraska
$6.65K +$3.28K +59 +84%
MSWA
439
Marshall & Sterling Wealth Advisors
New York
$6.6K +$7.12K +128 New
BIA
440
Bell Investment Advisors
California
$6.55K
NECFA
441
New England Capital Financial Advisors
Connecticut
$6.34K +$56 +1 +0.8%
WTA
442
Washington Trust Advisors
Massachusetts
$5.72K -$15.3K -275 -71%
WA
443
Whipplewood Advisors
Colorado
$5.46K -$2.89K -52 -49%
S
444
Sachetta
Massachusetts
$5.16K
PTC
445
Private Trust Company
Ohio
$4.85K
HNW
446
High Note Wealth
Minnesota
$4.38K
BI
447
Binnacle Investments
Iowa
$4.23K +$4.56K +82 New
CAL
448
Capital Analysts LLC
Pennsylvania
$4K
AWM
449
Activest Wealth Management
Florida
$3.76K +$4.06K +73 New
HWP
450
Highline Wealth Partners
California
$3.04K +$3.28K +59 New

WBS Hedge Fund Activity: Q1 2025 in Review

491 of the 7,457 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.