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Webster Financial

491 hedge funds and large institutions have $8.2B invested in Webster Financial in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 163 increasing their positions, 198 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: 488491 (+3)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

18% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 198

Holders
491
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
HNW
451
High Note Wealth
Minnesota
$4.37K
FPF
452
First Pacific Financial
Washington
$4.21K
CAL
453
Capital Analysts LLC
Pennsylvania
$4K
SC
454
SouthState Corp
Florida
$3.71K
WA
455
Whipplewood Advisors
Colorado
$3.55K
ANBT
456
American National Bank & Trust
Texas
$3.55K
FFO
457
Fortitude Family Office
Arizona
$3.55K
BCWM
458
Bartlett & Co Wealth Management
Ohio
$3.28K
HWP
459
Highline Wealth Partners
California
$3.22K
AW
460
Avion Wealth
Texas
$3K
NC
461
NewSquare Capital
Pennsylvania
$2.89K
SO
462
Sierra Ocean
California
$2.02K
GKIM
463
GW&K Investment Management
Massachusetts
$2K
DPW
464
DiNuzzo Private Wealth
Pennsylvania
$1.91K
WPA
465
Wealth Preservation Advisors
Tennessee
$1.75K
RIL
466
Rothschild Investment LLC
Illinois
$1.64K
HIMS
467
Hager Investment Management Services
New Hampshire
$1.58K
CH
468
Cromwell Holdings
Wyoming
$1.53K
IHWM
469
Iron Horse Wealth Management
Iowa
$1.42K
TSMHT
470
Thurston Springer Miller Herd & Titak
Indiana
$1.36K
RWM
471
Rialto Wealth Management
New York
$1.15K
TPCW
472
TD Private Client Wealth
New York
$1.09K
CAL
473
Capital Advisors Ltd
Ohio
$1K
SIC
474
SJS Investment Consulting
Ohio
$874
HIA
475
HFM Investment Advisors
New Jersey
$710