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Webster Financial

491 hedge funds and large institutions have $7.67B invested in Webster Financial in 2025 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 187 increasing their positions, 155 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 45

22% more call options, than puts

Call options by funds: $22.8M | Put options by funds: $18.7M

21% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 155

4% more funds holding

Funds holding: 470491 (+21)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1.84% less ownership

Funds ownership: 88.75%86.91% (-1.8%)

9% less capital invested

Capital invested by funds: $8.4B → $7.67B (-$728M)

Holders
491
Holders Change
+21
Holders Change %
+4.47%
% of All Funds
6.58%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
68
Increased
187
Reduced
155
Closed
45
Calls
$22.8M
Puts
$18.7M
Net Calls
+$4.12M
Net Calls Change
-$18.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
476
American Capital Advisory
Idaho
$619 +$668 +12 New
CH
477
Cromwell Holdings
Wyoming
$619 +$668 +12 New
AF
478
Advisornet Financial
Minnesota
$516
BWL
479
Bogart Wealth LLC
Virginia
$516 +$556 +10 New
PWA
480
Principia Wealth Advisory
Texas
$467 +$334 +6 +150%
PWM
481
Parkworth Wealth Management
California
$309 +$111 +2 +50%
GP
482
Greenline Partners
New York
$309 +$334 +6 New
SS
483
SBI Securities
Japan
$258 +$56 +1 +25%
MCM
484
MV Capital Management
Maryland
$258 +$111 +2 +67%
BHWM
485
Bay Harbor Wealth Management
Maryland
$257 +$278 +5 New
HIA
486
HFM Investment Advisors
New Jersey
$207 +$223 +4 New
PCTC
487
Perkins Coie Trust Company
Washington
$154 +$167 +3 New
PA
488
PSI Advisors
Florida
$103
SSG
489
Summit Securities Group
New York
$52 +$56 +1 New
PCM
490
PenderFund Capital Management
British Columbia, Canada
$49 +$12K +215 +4%
ECM
491
ExodusPoint Capital Management
New York
-$25.7M -461,131 Closed
CM
492
Crestline Management
Texas
-$4.46M -80,730 Closed
RC
493
Roubaix Capital
Colorado
-$4.14M -75,036 Closed
CCS
494
Concentric Capital Strategies
Connecticut
-$2.67M -48,316 Closed
QCM
495
Qsemble Capital Management
New York
-$1.57M -28,402 Closed
Pacer Advisors
496
Pacer Advisors
Pennsylvania
-$1.41M -25,553 Closed
PEAK6
497
PEAK6
Illinois
-$1.34M -24,303 Closed
BCM
498
Bridgeway Capital Management
Texas
-$1.32M -23,900 Closed
Nomura Holdings
499
Nomura Holdings
Japan
-$1.26M -22,744 Closed
PD
500
Point72 (DIFC)
United Arab Emirates
-$949K -17,177 Closed

WBS Hedge Fund Activity: Q1 2025 in Review

491 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q1 2025, worth a combined $7.67B — down 8.7% from $8.4B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new WBS positions and 45 closed out — a net gain of 23 holders — while 187 added to existing stakes and 155 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $78.6M. The largest seller was Millennium Management, cutting an estimated $91.1M.

  • 491 institutional investors held Webster Financial (WBS) as of Q1 2025, up from 470 in Q4 2024.
  • Funds reported $7.67B of Webster Financial stock for Q1 2025, down 8.7% quarter-over-quarter.
  • 68 funds opened new Webster Financial positions in Q1 2025 and 45 closed out, a net change of +23 holders.
  • The largest Webster Financial buyer in Q1 2025 was Fidelity Investments, an estimated $78.6M added.
  • The largest Webster Financial seller in Q1 2025 was Millennium Management, an estimated $91.1M sold.

Based on aggregated 13F filings for Q1 2025.