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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
TWD
451
True Wealth Design
Ohio
$4.59K
BI
452
Binnacle Investments
Iowa
$4.48K
MYIA
453
Mount Yale Investment Advisors
Colorado
$4.48K
HNW
454
High Note Wealth
Minnesota
$4.37K
FPF
455
First Pacific Financial
Washington
$4.21K
CAL
456
Capital Analysts LLC
Pennsylvania
$4K
SC
457
SouthState Corp
Florida
$3.71K
WA
458
Whipplewood Advisors
Colorado
$3.55K
ANBT
459
American National Bank & Trust
Texas
$3.55K
FFO
460
Fortitude Family Office
Arizona
$3.55K
BCWM
461
Bartlett & Co Wealth Management
Ohio
$3.28K
HWP
462
Highline Wealth Partners
California
$3.22K
AW
463
Avion Wealth
Texas
$3K
NC
464
NewSquare Capital
Pennsylvania
$2.89K
SO
465
Sierra Ocean
California
$2.02K
GKIM
466
GW&K Investment Management
Massachusetts
$2K
DPW
467
DiNuzzo Private Wealth
Pennsylvania
$1.91K
WPA
468
Wealth Preservation Advisors
Tennessee
$1.75K
RIL
469
Rothschild Investment LLC
Illinois
$1.64K
HIMS
470
Hager Investment Management Services
New Hampshire
$1.58K
CH
471
Cromwell Holdings
Wyoming
$1.53K
IHWM
472
Iron Horse Wealth Management
Iowa
$1.42K
TSMHT
473
Thurston Springer Miller Herd & Titak
Indiana
$1.36K
RWM
474
Rialto Wealth Management
New York
$1.15K
TPCW
475
TD Private Client Wealth
New York
$1.09K