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Webster Financial

491 hedge funds and large institutions have $7.67B invested in Webster Financial in 2025 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 187 increasing their positions, 155 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 45

22% more call options, than puts

Call options by funds: $22.8M | Put options by funds: $18.7M

21% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 155

4% more funds holding

Funds holding: 470491 (+21)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1.84% less ownership

Funds ownership: 88.75%86.91% (-1.8%)

9% less capital invested

Capital invested by funds: $8.4B → $7.67B (-$728M)

Holders
491
Holders Change
+21
Holders Change %
+4.47%
% of All Funds
6.58%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
68
Increased
187
Reduced
155
Closed
45
Calls
$22.8M
Puts
$18.7M
Net Calls
+$4.12M
Net Calls Change
-$18.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
451
Avion Wealth
Texas
$3K
RWM
452
Rialto Wealth Management
New York
$2.73K +$2.95K +53 New
CFD
453
Creative Financial Designs
Indiana
$2.47K -$15.9K -285 -86%
CT
454
Clearstead Trust
Maine
$2.06K +$2.23K +40 New
GKIM
455
GW&K Investment Management
Massachusetts
$2K
SO
456
Sierra Ocean
California
$1.91K
DPW
457
DiNuzzo Private Wealth
Pennsylvania
$1.8K +$111 +2 +6%
GFPC
458
Global Financial Private Client
Florida
$1.8K +$1.39K +25 +250%
WPA
459
Wealth Preservation Advisors
Tennessee
$1.65K +$1.78K +32 New
SIC
460
SJS Investment Consulting
Ohio
$1.6K
SC
461
SouthState Corp
Florida
$1.55K +$1.67K +30 New
HFS
462
Hughes Financial Services
Virginia
$1.52K +$1.67K +30 New
HIMS
463
Hager Investment Management Services
New Hampshire
$1.5K +$1.61K +29 New
MCM
464
MAI Capital Management
Ohio
$1.34K
IHWM
465
Iron Horse Wealth Management
Iowa
$1.34K
BF
466
BOK Financial
Oklahoma
$1.29K
SWC
467
Spectrum Wealth Counsel
Indiana
$1.29K
IA
468
IFP Advisors
Florida
$1.08K -$2.67K -48 -70%
FPF
469
First Pacific Financial
Washington
$1.08K +$1.17K +21 New
RIL
470
Rothschild Investment LLC
Illinois
$1.03K +$278 +5 +33%
LFG
471
Larson Financial Group
Missouri
$979 +$556 +10 +111%
BFS
472
Bare Financial Services
Pennsylvania
$979 +$1.06K +19 New
WCM
473
WealthTrak Capital Management
Virginia
$774 +$556 +10 +200%
CA
474
CoreCap Advisors
Michigan
$773 +$556 +10 +200%
CFO
475
CVA Family Office
Colorado
$670 +$723 +13 New

WBS Hedge Fund Activity: Q1 2025 in Review

491 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q1 2025, worth a combined $7.67B — down 8.7% from $8.4B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new WBS positions and 45 closed out — a net gain of 23 holders — while 187 added to existing stakes and 155 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $78.6M. The largest seller was Millennium Management, cutting an estimated $91.1M.

  • 491 institutional investors held Webster Financial (WBS) as of Q1 2025, up from 470 in Q4 2024.
  • Funds reported $7.67B of Webster Financial stock for Q1 2025, down 8.7% quarter-over-quarter.
  • 68 funds opened new Webster Financial positions in Q1 2025 and 45 closed out, a net change of +23 holders.
  • The largest Webster Financial buyer in Q1 2025 was Fidelity Investments, an estimated $78.6M added.
  • The largest Webster Financial seller in Q1 2025 was Millennium Management, an estimated $91.1M sold.

Based on aggregated 13F filings for Q1 2025.