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Webster Financial

496 hedge funds and large institutions have $8.19B invested in Webster Financial in 2025 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 164 increasing their positions, 199 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $29.2M | Put options by funds: $16.4M

14% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 59

7% more capital invested

Capital invested by funds: $7.67B → $8.19B (+$522M)

2.26% more ownership

Funds ownership: 86.91%89.17% (+2.3%)

1% more funds holding

Funds holding: 491496 (+5)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

18% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 199

Holders
496
Holders Change
+5
Holders Change %
+1.02%
% 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
67
Increased
164
Reduced
199
Closed
59
Calls
$29.2M
Puts
$16.4M
Net Calls
+$12.8M
Net Calls Change
+$8.68M
Name Holding Trade Value Shares
Change
Change in
Stake
FMP
426
Financial Management Professionals
Texas
$16.4K -$23.8K -478 -61%
SVCP
427
Silicon Valley Capital Partners
California
$15.8K +$100 +2 +0.7%
CA
428
Clearstead Advisors
Ohio
$15K -$847 -17 -6%
HI
429
Harbour Investments
Wisconsin
$14.1K
RTL
430
Red Tortoise LLC
Georgia
$14K
FFA
431
Farther Finance Advisors
California
$12.5K -$698 -14 -6%
PWMG
432
Private Wealth Management Group
New Jersey
$12.3K
PP
433
PFS Partners
New Jersey
$11K +$3.19K +64 +46%
HWM
434
Hemington Wealth Management
Virginia
$11K -$449 -9 -4%
MCM
435
MAI Capital Management
Ohio
$10.5K +$8.28K +166 +638%
CFB
436
Cullen/Frost Bankers
Texas
$9.66K -$26.1K -523 -75%
BIA
437
Bell Investment Advisors
California
$9.01K +$1.89K +38 +30%
TPWA
438
Twin Peaks Wealth Advisors
California
$8.89K +$7.68K +154 New
CT
439
Clearstead Trust
Maine
$8.85K +$6.08K +122 +305%
AGWCA
440
Annis Gardner Whiting Capital Advisors
Florida
$8.41K +$7.68K +154 New
JWA
441
JFS Wealth Advisors
Pennsylvania
$8.35K -$249 -5 -3%
CTC
442
Central Trust Company
Missouri
$7.81K
FMII
443
Farmers & Merchants Investments Inc
Nebraska
$7.7K +$598 +12 +9%
PWMG
444
Prestige Wealth Management Group
New Jersey
$7.64K
HNB
445
Huntington National Bank
Ohio
$7.26K -$648 -13 -9%
MSWA
446
Marshall & Sterling Wealth Advisors
New York
$6.99K
NECFA
447
New England Capital Financial Advisors
Connecticut
$6.76K +$50 +1 +0.8%
KIM
448
Kestra Investment Management
Texas
$6.61K +$6.03K +121 New
WTA
449
Washington Trust Advisors
Massachusetts
$6.06K
S
450
Sachetta
Massachusetts
$6.01K +$499 +10 +10%

WBS Hedge Fund Activity: Q2 2025 in Review

496 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q2 2025, worth a combined $8.19B — up 6.8% from $7.67B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new WBS positions and 59 closed out — a net gain of 8 holders — while 164 added to existing stakes and 199 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $124M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $89.9M.

  • 496 institutional investors held Webster Financial (WBS) as of Q2 2025, up from 491 in Q1 2025.
  • Funds reported $8.19B of Webster Financial stock for Q2 2025, up 6.8% quarter-over-quarter.
  • 67 funds opened new Webster Financial positions in Q2 2025 and 59 closed out, a net change of +8 holders.
  • The largest Webster Financial buyer in Q2 2025 was Citadel Advisors, an estimated $124M added.
  • The largest Webster Financial seller in Q2 2025 was T. Rowe Price Investment Management, an estimated $89.9M sold.

Based on aggregated 13F filings for Q2 2025.