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Webster Financial
WBS

Overview Fund Activity

486 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, 161 increasing their positions, 195 reducing their positions, and 59 closing their positions.

Holders
486
Holders Change
-2
Holders Change %
-0.41%
% 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
65
Increased
161
Reduced
195
Closed
59
Calls
$22.7M
Puts
$15.2M
Net Calls
+$7.57M
Net Calls Change
+$3.45M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$198M
2
Norges Bank
2
Norges Bank
Norway
$132M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$85.5M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$598M
5
Millennium Management
5
Millennium Management
New York
$83M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$48.8M
2
Holocene Advisors
2
Holocene Advisors
New York
$0
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$17.6M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$74.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$81.5M
Name Market Value Shares Shares
Change 		Shares
Change %
FFO
451
Fortitude Family Office
Arizona
$3.55K 65 +65 New
ANBT
452
American National Bank & Trust
Texas
$3.55K 65 +65 New
BCWM
453
Bartlett & Co Wealth Management
Ohio
$3.28K 60 +60 New
HWP
454
Highline Wealth Partners
California
$3.22K 59 – –
AW
455
Avion Wealth
Texas
$3K 71 +14 +25%
NC
456
NewSquare Capital
Pennsylvania
$2.89K 53 -135 -72%
SO
457
Sierra Ocean
California
$2.02K 37 – –
GKIM
458
GW&K Investment Management
Massachusetts
$2K 44 – –
DPW
459
DiNuzzo Private Wealth
Pennsylvania
$1.91K 35 – –
WPA
460
Wealth Preservation Advisors
Tennessee
$1.75K 32 – –
RIL
461
Rothschild Investment LLC
Illinois
$1.64K 30 +10 +50%
HIMS
462
Hager Investment Management Services
New Hampshire
$1.58K 29 – –
CH
463
Cromwell Holdings
Wyoming
$1.53K 28 +16 +133%
IHWM
464
Iron Horse Wealth Management
Iowa
$1.42K 26 – –
TSMHT
465
Thurston Springer Miller Herd & Titak
Indiana
$1.37K 25 -333 -93%
RWM
466
Rialto Wealth Management
New York
$1.15K 21 -32 -60%
TPCW
467
TD Private Client Wealth
New York
$1.09K 20 +20 New
CAL
468
Capital Advisors Ltd
Ohio
$1K 10 +3 +43%
SIC
469
SJS Investment Consulting
Ohio
$874 16 -15 -48%
HIA
470
HFM Investment Advisors
New Jersey
$710 13 +9 +225%
AWM
471
Atticus Wealth Management
Florida
$710 13 +13 New
PWM
472
Parkworth Wealth Management
California
$655 12 +6 +100%
HFS
473
Hughes Financial Services
Virginia
$618 11 -19 -63%
BFS
474
Bare Financial Services
Pennsylvania
$437 8 -11 -58%
BHWM
475
Bay Harbor Wealth Management
Maryland
$436 8 +3 +60%
17 18
19
20 21