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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 %
PP
426
PFS Partners
New Jersey
$11K +$3.5K +64 +46%
HWM
427
Hemington Wealth Management
Virginia
$11K -$476 -9 -4%
MCM
428
MAI Capital Management
Ohio
$10.5K +$9.06K +166 +638%
CFB
429
Cullen/Frost Bankers
Texas
$9.66K -$28.6K -523 -75%
BIA
430
Bell Investment Advisors
California
$9.01K +$2.08K +38 +30%
TPWA
431
Twin Peaks Wealth Advisors
California
$8.9K +$8.9K +154 New
CT
432
Clearstead Trust
Maine
$8.85K +$6.66K +122 +305%
AGWCA
433
Annis Gardner Whiting Capital Advisors
Florida
$8.41K +$8.41K +154 New
JWA
434
JFS Wealth Advisors
Pennsylvania
$8.35K -$273 -5 -3%
CTC
435
Central Trust Company
Missouri
$7.81K – – –
FMII
436
Farmers & Merchants Investments Inc
Nebraska
$7.7K +$655 +12 +9%
PWMG
437
Prestige Wealth Management Group
New Jersey
$7.64K – – –
HNB
438
Huntington National Bank
Ohio
$7.26K -$710 -13 -9%
MSWA
439
Marshall & Sterling Wealth Advisors
New York
$6.99K – – –
NECFA
440
New England Capital Financial Advisors
Connecticut
$6.76K +$55 +1 +0.8%
KIM
441
Kestra Investment Management
Texas
$6.61K +$6.61K +121 New
WTA
442
Washington Trust Advisors
Massachusetts
$6.06K – – –
S
443
Sachetta
Massachusetts
$6.01K +$546 +10 +10%
GRP
444
Global Retirement Partners
California
$5.46K +$5.46K +100 New
PTC
445
Private Trust Company
Ohio
$5.3K +$164 +3 +3%
TWD
446
True Wealth Design
Ohio
$4.59K -$29.2K -534 -86%
BI
447
Binnacle Investments
Iowa
$4.48K – – –
MYIA
448
Mount Yale Investment Advisors
Colorado
$4.48K +$4.48K +82 New
HNW
449
High Note Wealth
Minnesota
$4.37K -$273 -5 -6%
FPF
450
First Pacific Financial
Washington
$4.21K +$3.06K +56 +267%
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