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Webster Financial
WBS

Overview Fund Activity

488 hedge funds and large institutions have $7.55B invested in Webster Financial in 2025 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 184 increasing their positions, 154 reducing their positions, and 46 closing their positions.

Holders
488
Holders Change
+20
Holders Change %
+4.27%
% of All Funds
6.63%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
70
Increased
184
Reduced
154
Closed
46
Calls
$22.8M
Puts
$18.7M
Net Calls
+$4.12M
Net Calls Change
-$18.8M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$511M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$62.6M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$366M
4
NL
4
Nuveen LLC
North Carolina
$23.6M
5
Holocene Advisors
5
Holocene Advisors
New York
$38.4M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Millennium Management
2
Millennium Management
New York
$46.9M
3
ACL
3
Azora Capital LP
Florida
$74.5M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$13.3M
5
TCM
5
TimesSquare Capital Management
New York
$3.64M
Name Market Value Shares Shares
Change 		Shares
Change %
CT
451
Clearstead Trust
Maine
$2.06K 40 +40 New
GKIM
452
GW&K Investment Management
Massachusetts
$2K 44 – –
SO
453
Sierra Ocean
California
$1.91K 37 – –
DPW
454
DiNuzzo Private Wealth
Pennsylvania
$1.81K 35 +2 +6%
GFPC
455
Global Financial Private Client
Florida
$1.8K 35 +25 +250%
WPA
456
Wealth Preservation Advisors
Tennessee
$1.65K 32 +32 New
SIC
457
SJS Investment Consulting
Ohio
$1.6K 31 – –
SC
458
SouthState Corp
Florida
$1.55K 30 +30 New
HFS
459
Hughes Financial Services
Virginia
$1.52K 30 +30 New
HIMS
460
Hager Investment Management Services
New Hampshire
$1.5K 29 +29 New
MCM
461
MAI Capital Management
Ohio
$1.34K 26 – –
IHWM
462
Iron Horse Wealth Management
Iowa
$1.34K 26 – –
SWC
463
Spectrum Wealth Counsel
Indiana
$1.29K 25 – –
BF
464
BOK Financial
Oklahoma
$1.29K 25 – –
IA
465
IFP Advisors
Florida
$1.08K 21 -48 -70%
FPF
466
First Pacific Financial
Washington
$1.08K 21 +21 New
RIL
467
Rothschild Investment LLC
Illinois
$1.03K 20 +5 +33%
LFG
468
Larson Financial Group
Missouri
$979 19 +10 +111%
BFS
469
Bare Financial Services
Pennsylvania
$979 19 +19 New
WCM
470
WealthTrak Capital Management
Virginia
$774 15 +10 +200%
CA
471
CoreCap Advisors
Michigan
$773 15 +10 +200%
CFO
472
CVA Family Office
Colorado
$670 13 +13 New
ACA
473
American Capital Advisory
Idaho
$619 12 +12 New
CH
474
Cromwell Holdings
Wyoming
$619 12 +12 New
AF
475
Advisornet Financial
Minnesota
$516 10 – –
17 18
19
20 21