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Webster Financial

496 hedge funds and large institutions have $8.19B invested in Webster Financial in 2025 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 164 increasing their positions, 199 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $29.2M | Put options by funds: $16.4M

14% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 59

7% more capital invested

Capital invested by funds: $7.67B → $8.19B (+$522M)

2.26% more ownership

Funds ownership: 86.91%89.17% (+2.3%)

1% more funds holding

Funds holding: 491496 (+5)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

18% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 199

Holders
496
Holders Change
+5
Holders Change %
+1.02%
% of All Funds
6.53%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
67
Increased
164
Reduced
199
Closed
59
Calls
$29.2M
Puts
$16.4M
Net Calls
+$12.8M
Net Calls Change
+$8.68M
Name Holding Trade Value Shares
Change
Change in
Stake
Allspring Global Investments
26
Allspring Global Investments
North Carolina
$74.9M -$22.9M -459,754 -26%
Charles Schwab
27
Charles Schwab
California
$71.8M -$6.6M -132,300 -9%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$68.4M +$1.94M +38,933 +3%
BCM
29
Basswood Capital Management
New York
$66.1M -$2.65M -53,097 -4%
Goldman Sachs
30
Goldman Sachs
New York
$58M +$20.4M +409,071 +63%
Verition Fund Management
31
Verition Fund Management
Connecticut
$56.1M -$4.56M -91,564 -8%
SFM
32
Systematic Financial Management
New Jersey
$55.4M +$423K +8,492 +0.8%
T. Rowe Price Investment Management
33
T. Rowe Price Investment Management
Maryland
$48.8M -$89.9M -1,802,645 -67%
Principal Financial Group
34
Principal Financial Group
Iowa
$48.5M -$2.91M -58,435 -6%
Diamond Hill Capital Management
35
Diamond Hill Capital Management
Ohio
$46.7M -$6.47M -129,846 -13%
Fisher Asset Management
36
Fisher Asset Management
Washington
$43.4M +$485K +9,730 +1%
FCM
37
Frontier Capital Management
Massachusetts
$42.4M +$1.04M +20,843 +3%
PCM
38
PAR Capital Management
Massachusetts
$41M +$2.49M +50,000 +7%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$39.5M +$13.3M +266,545 +58%
FCM
40
FJ Capital Management
Virginia
$37.1M +$1.79M +35,926 +6%
SC
41
Samlyn Capital
New York
$36.8M -$12.5M -250,565 -27%
UBS Group
42
UBS Group
Switzerland
$35.8M +$16.7M +334,185 +104%
Boston Partners
43
Boston Partners
Massachusetts
$35.3M -$1.34M -26,964 -4%
UBS AM
44
UBS AM
Illinois
$34.1M +$7.37M +147,762 +31%
PCM
45
Polaris Capital Management
Massachusetts
$34.1M -$1.78M -35,700 -5%
SCA
46
Stieven Capital Advisors
Missouri
$32.2M +$29.9K +600 +0.1%
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$30.4M +$9.43M +189,149 +51%
Voloridge Investment Management
48
Voloridge Investment Management
Florida
$29.9M -$343K -6,888 -1%
First Trust Advisors
49
First Trust Advisors
Illinois
$28.9M -$1.89K -38 -0%
DDPIC
50
Deroy & Devereaux Private Investment Counsel
Michigan
$27.9M -$212K -4,253 -0.8%

WBS Hedge Fund Activity: Q2 2025 in Review

496 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q2 2025, worth a combined $8.19B — up 6.8% from $7.67B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new WBS positions and 59 closed out — a net gain of 8 holders — while 164 added to existing stakes and 199 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $124M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $89.9M.

  • 496 institutional investors held Webster Financial (WBS) as of Q2 2025, up from 491 in Q1 2025.
  • Funds reported $8.19B of Webster Financial stock for Q2 2025, up 6.8% quarter-over-quarter.
  • 67 funds opened new Webster Financial positions in Q2 2025 and 59 closed out, a net change of +8 holders.
  • The largest Webster Financial buyer in Q2 2025 was Citadel Advisors, an estimated $124M added.
  • The largest Webster Financial seller in Q2 2025 was T. Rowe Price Investment Management, an estimated $89.9M sold.

Based on aggregated 13F filings for Q2 2025.