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Webster Financial
WBS

Overview Fund Activity

489 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, 163 increasing their positions, 196 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
489
Holders Change
+1
Holders Change %
+0.2%
% of All Funds
6.56%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
65
Increased
163
Reduced
196
Closed
59
Calls
$29.2M
Puts
$16.4M
Net Calls
+$12.8M
Net Calls Change
+$8.68M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$198M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$85.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$598M
4
Millennium Management
4
Millennium Management
New York
$83M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$416M

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 Holding Trade Value Shares
Change 		Shares
Change %
CAL
451
Capital Analysts LLC
Pennsylvania
$4K – – –
SC
452
SouthState Corp
Florida
$3.71K +$2.08K +38 +127%
WA
453
Whipplewood Advisors
Colorado
$3.55K +$601 +11 +20%
FFO
454
Fortitude Family Office
Arizona
$3.55K +$3.55K +65 New
ANBT
455
American National Bank & Trust
Texas
$3.55K +$3.55K +65 New
BCWM
456
Bartlett & Co Wealth Management
Ohio
$3.28K +$3.28K +60 New
HWP
457
Highline Wealth Partners
California
$3.22K – – –
AW
458
Avion Wealth
Texas
$3K +$592 +14 +25%
NC
459
NewSquare Capital
Pennsylvania
$2.89K -$7.37K -135 -72%
SO
460
Sierra Ocean
California
$2.02K – – –
GKIM
461
GW&K Investment Management
Massachusetts
$2K – – –
DPW
462
DiNuzzo Private Wealth
Pennsylvania
$1.91K – – –
WPA
463
Wealth Preservation Advisors
Tennessee
$1.75K – – –
RIL
464
Rothschild Investment LLC
Illinois
$1.64K +$546 +10 +50%
HIMS
465
Hager Investment Management Services
New Hampshire
$1.58K – – –
CH
466
Cromwell Holdings
Wyoming
$1.53K +$874 +16 +133%
IHWM
467
Iron Horse Wealth Management
Iowa
$1.42K – – –
TSMHT
468
Thurston Springer Miller Herd & Titak
Indiana
$1.37K -$18.2K -333 -93%
RWM
469
Rialto Wealth Management
New York
$1.15K -$1.75K -32 -60%
TPCW
470
TD Private Client Wealth
New York
$1.09K +$1.09K +20 New
CAL
471
Capital Advisors Ltd
Ohio
$1K +$300 +3 +43%
SIC
472
SJS Investment Consulting
Ohio
$874 -$819 -15 -48%
HIA
473
HFM Investment Advisors
New Jersey
$710 +$492 +9 +225%
AWM
474
Atticus Wealth Management
Florida
$710 +$710 +13 New
PWM
475
Parkworth Wealth Management
California
$655 +$327 +6 +100%
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19
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