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Webster Financial

492 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, 162 increasing their positions, 199 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: 488492 (+4)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

19% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 199

Holders
492
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
MYIA
451
Mount Yale Investment Advisors
Colorado
$4.48K
HNW
452
High Note Wealth
Minnesota
$4.37K
FPF
453
First Pacific Financial
Washington
$4.21K
CAL
454
Capital Analysts LLC
Pennsylvania
$4K
SC
455
SouthState Corp
Florida
$3.71K
WA
456
Whipplewood Advisors
Colorado
$3.55K
ANBT
457
American National Bank & Trust
Texas
$3.55K
FFO
458
Fortitude Family Office
Arizona
$3.55K
BCWM
459
Bartlett & Co Wealth Management
Ohio
$3.28K
HWP
460
Highline Wealth Partners
California
$3.22K
AW
461
Avion Wealth
Texas
$3K
NC
462
NewSquare Capital
Pennsylvania
$2.89K
SO
463
Sierra Ocean
California
$2.02K
GKIM
464
GW&K Investment Management
Massachusetts
$2K
DPW
465
DiNuzzo Private Wealth
Pennsylvania
$1.91K
WPA
466
Wealth Preservation Advisors
Tennessee
$1.75K
RIL
467
Rothschild Investment LLC
Illinois
$1.64K
HIMS
468
Hager Investment Management Services
New Hampshire
$1.58K
CH
469
Cromwell Holdings
Wyoming
$1.53K
IHWM
470
Iron Horse Wealth Management
Iowa
$1.42K
TSMHT
471
Thurston Springer Miller Herd & Titak
Indiana
$1.36K
RWM
472
Rialto Wealth Management
New York
$1.15K
TPCW
473
TD Private Client Wealth
New York
$1.09K
CAL
474
Capital Advisors Ltd
Ohio
$1K
SIC
475
SJS Investment Consulting
Ohio
$874