We are live on ! Find out more
WBS icon

Webster Financial

538 hedge funds and large institutions have $10.1B invested in Webster Financial in 2026 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 185 increasing their positions, 161 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more funds holding in top 10

Funds holding in top 10: 1116 (+5)

15% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 161

12% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 104

11% more capital invested

Capital invested by funds: $9.14B → $10.1B (+$991M)

0.62% more ownership

Funds ownership: 89.97%90.6% (+0.62%)

0% more funds holding

Funds holding: 536538 (+2)

4% less call options, than puts

Call options by funds: $7.53M | Put options by funds: $7.84M

Holders
538
Holders Change
+2
Holders Change %
+0.37%
% of All Funds
6.63%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.2%
New
116
Increased
185
Reduced
161
Closed
104
Calls
$7.53M
Puts
$7.84M
Net Calls
-$313K
Net Calls Change
-$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
476
True Wealth Design
Ohio
$9.03K +$3.42K +50 +63%
KFAS
477
Keating Financial Advisory Services
Kansas
$8.75K +$1.51K +22 +21%
HNB
478
Huntington National Bank
Ohio
$8.47K -$342 -5 -4%
FFO
479
Fortitude Family Office
Arizona
$8.19K +$3.56K +52 +79%
PTC
480
Private Trust Company
Ohio
$7.15K +$411 +6 +6%
CJ
481
Caitlin John
Michigan
$6.62K
HNW
482
High Note Wealth
Minnesota
$6.04K
RF
483
Rossby Financial
Florida
$5.97K +$2.74K +40 +89%
HI
484
Horizon Investments
North Carolina
$5.94K -$5.18M -75,640 -100%
BW
485
Bravera Wealth
North Dakota
$5.28K
HWP
486
Highline Wealth Partners
California
$4.72K +$616 +9 +15%
SC
487
SouthState Corp
Florida
$4.37K -$4.79K -70 -53%
TM
488
Torren Management
California
$4.31K -$11.9K -174 -74%
CA
489
Clearstead Advisors
Ohio
$4.03K -$40.7K -594 -91%
AW
490
Avion Wealth
Texas
$4K
MEG
491
Millstone Evans Group
Colorado
$3.68K
GKIM
492
GW&K Investment Management
Massachusetts
$3K
RWM
493
Rialto Wealth Management
New York
$2.92K +$890 +13 +45%
WA
494
Whipplewood Advisors
Colorado
$2.92K +$2.88K +42 New
CCWM
495
Cassaday & Co Wealth Management
Virginia
$2.85K +$2.81K +41 New
EC
496
Elequin Capital
New York
$2.85K +$2.81K +41 New
WPA
497
Wealth Preservation Advisors
Tennessee
$2.64K +$616 +9 +31%
KG
498
Kilter Group
New York
$2.57K +$2.53K +37 New
DPW
499
DiNuzzo Private Wealth
Pennsylvania
$2.43K
SIC
500
SJS Investment Consulting
Ohio
$2.22K +$1.09K +16 +100%