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Webster Financial

494 hedge funds and large institutions have $8.2B invested in Webster Financial in 2025 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 163 increasing their positions, 200 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

1% more funds holding

Funds holding: 490494 (+4)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

19% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 200

Holders
494
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29.2M
Puts
$16.4M
Net Calls
Net Calls Change

Top Buyers

1 +$136M
2 +$58.8M
3 +$57.5M
4
Millennium Management
Millennium Management
New York
+$33.3M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$28.1M

Top Sellers

1 -$98.4M
2 -$38.4M
3 -$27.7M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
-$26.1M
5
Morgan Stanley
Morgan Stanley
New York
-$25.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
426
Clearstead Advisors
Ohio
$15K
HI
427
Harbour Investments
Wisconsin
$14.1K
RTL
428
Red Tortoise LLC
Georgia
$14K
FFA
429
Farther Finance Advisors
California
$12.5K
PWMG
430
Private Wealth Management Group
New Jersey
$12.3K
PP
431
PFS Partners
New Jersey
$11K
HWM
432
Hemington Wealth Management
Virginia
$11K
MCM
433
MAI Capital Management
Ohio
$10.5K
CFB
434
Cullen/Frost Bankers
Texas
$9.66K
BIA
435
Bell Investment Advisors
California
$9.01K
TPWA
436
Twin Peaks Wealth Advisors
California
$8.89K
CT
437
Clearstead Trust
Maine
$8.85K
AGWCA
438
Annis Gardner Whiting Capital Advisors
Florida
$8.41K
JWA
439
JFS Wealth Advisors
Pennsylvania
$8.35K
CTC
440
Central Trust Company
Missouri
$7.81K
FMII
441
Farmers & Merchants Investments Inc
Nebraska
$7.7K
PWMG
442
Prestige Wealth Management Group
New Jersey
$7.64K
HNB
443
Huntington National Bank
Ohio
$7.26K
MSWA
444
Marshall & Sterling Wealth Advisors
New York
$6.99K
NECFA
445
New England Capital Financial Advisors
Connecticut
$6.76K
KIM
446
Kestra Investment Management
Texas
$6.61K
WTA
447
Washington Trust Advisors
Massachusetts
$6.06K
S
448
Sachetta
Massachusetts
$6.01K
GRP
449
Global Retirement Partners
California
$5.46K
PTC
450
Private Trust Company
Ohio
$5.3K