WBS icon

Webster Financial

512 hedge funds and large institutions have $8.71B invested in Webster Financial in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 174 increasing their positions, 174 reducing their positions, and 42 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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

4% more funds holding

Funds holding: 494512 (+18)

0% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 174

0.92% less ownership

Funds ownership: 89.16%88.24% (-0.92%)

Holders
512
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$26.4M
Puts
$11.4M
Net Calls
Net Calls Change

Top Buyers

1 +$120M
2 +$75.6M
3 +$48.7M
4
Holocene Advisors
Holocene Advisors
New York
+$44.4M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$42.3M

Top Sellers

1 -$133M
2 -$86.6M
3 -$53.2M
4
American Century Companies
American Century Companies
Missouri
-$51.2M
5
Goldman Sachs
Goldman Sachs
New York
-$31.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
451
Private Wealth Management Group
New Jersey
$13.4K
AG
452
AmeriFlex Group
Nevada
$13.2K
PCM
453
Peregrine Capital Management
Minnesota
$12.5K
PP
454
PFS Partners
New Jersey
$12K
QL
455
Quarry LP
New York
$11.4K
CT
456
Clearstead Trust
Maine
$9.63K
MCM
457
MAI Capital Management
Ohio
$9.27K
JWA
458
JFS Wealth Advisors
Pennsylvania
$9.1K
FMII
459
Farmers & Merchants Investments Inc
Nebraska
$8.92K
BIA
460
Bell Investment Advisors
California
$8.68K
CTC
461
Central Trust Company
Missouri
$8.5K
PWMG
462
Prestige Wealth Management Group
New Jersey
$8.32K
JWM
463
JPL Wealth Management
Colorado
$8.03K
HNB
464
Huntington National Bank
Ohio
$7.91K
MSWA
465
Marshall & Sterling Wealth Advisors
New York
$7.61K
NECFA
466
New England Capital Financial Advisors
Connecticut
$7.41K
S
467
Sachetta
Massachusetts
$6.54K
GRP
468
Global Retirement Partners
California
$5.94K
CJ
469
Caitlin John
Michigan
$5.8K
PTC
470
Private Trust Company
Ohio
$5.77K
BI
471
Binnacle Investments
Iowa
$4.87K
HNW
472
High Note Wealth
Minnesota
$4.75K
FPF
473
First Pacific Financial
Washington
$4.58K
LFG
474
Larson Financial Group
Missouri
$4.52K
JSAM
475
J. Safra Asset Management
New York
$4.28K