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Webster Financial

536 hedge funds and large institutions have $9.14B invested in Webster Financial in 2025 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 177 increasing their positions, 193 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 50

10% more call options, than puts

Call options by funds: $9.49M | Put options by funds: $8.61M

4% more funds holding

Funds holding: 514536 (+22)

1.72% more ownership

Funds ownership: 88.25%89.97% (+1.7%)

5% more capital invested

Capital invested by funds: $8.71B → $9.14B (+$421M)

8% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 193

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
536
Holders Change
+22
Holders Change %
+4.28%
% of All Funds
6.52%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.13%
New
83
Increased
177
Reduced
193
Closed
50
Calls
$9.49M
Puts
$8.61M
Net Calls
+$881K
Net Calls Change
-$14.1M
Name Holding Trade Value Shares
Change
Change in
Stake
USB
426
Union Savings Bank
Connecticut
$79.2K +$74.7K +1,258 New
FHC
427
First Horizon Corporation
Tennessee
$72.2K -$8.07K -136 -11%
SAS
428
Spurstone Advisory Services
Connecticut
$69.5K
Jones Financial Companies
429
Jones Financial Companies
Missouri
$67.8K -$14.5K -245 -19%
SWM
430
SHP Wealth Management
Massachusetts
$65.8K +$62.1K +1,046 New
GBT
431
Grove Bank & Trust
Florida
$63.3K +$9.38K +158 +19%
CB
432
Community Bank
New York
$63.1K +$32K +539 +116%
MWA
433
Medallion Wealth Advisors
Connecticut
$61.1K
BBHC
434
Brown Brothers Harriman & Co
New York
$56.2K +$3.21K +54 +6%
NS
435
NBC Securities
Alabama
$51.7K -$4.28K -72 -8%
BGAI
436
Bruce G. Allen Investments
Colorado
$51K -$2.61K -44 -5%
IA
437
IFP Advisors
Florida
$50.7K +$1.37K +23 +3%
QC
438
Quent Capital
New York
$49.4K -$831 -14 -2%
TCOV
439
Trust Company of Vermont
Vermont
$49.3K +$18.8K +317 +68%
PFBT
440
Parkside Financial Bank & Trust
Missouri
$47.6K -$356 -6 -0.8%
Mitsubishi UFJ Asset Management
441
Mitsubishi UFJ Asset Management
Japan
$47.2K
AAG
442
Armstrong Advisory Group
Massachusetts
$42.9K
CIAM
443
Caitong International Asset Management
Hong Kong
$42.4K +$11K +185 +38%
CA
444
Clearstead Advisors
Ohio
$41K +$21.3K +359 +123%
VSQM
445
V-Square Quantitative Management
Illinois
$36.7K +$34.6K +583 New
FFA
446
Farther Finance Advisors
California
$35.3K +$9.44K +159 +40%
WA
447
WPG Advisers
Maryland
$35.1K
RFP
448
Root Financial Partners
California
$34.5K +$3.92K +66 +14%
ACA
449
Atlas Capital Advisors
Wyoming
$31.4K +$29.6K +499 New
FHA
450
Flagship Harbor Advisors
Massachusetts
$27.6K +$26.1K +439 New