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Webster Financial

514 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, 175 increasing their positions, 174 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $26.4M | Put options by funds: $11.4M

60% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 42

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

6% more capital invested

Capital invested by funds: $8.19B → $8.71B (+$521M)

4% more funds holding

Funds holding: 496514 (+18)

1% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 174

0.92% less ownership

Funds ownership: 89.17%88.25% (-0.92%)

Holders
514
Holders Change
+18
Holders Change %
+3.63%
% of All Funds
6.75%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
67
Increased
175
Reduced
174
Closed
42
Calls
$26.4M
Puts
$11.4M
Net Calls
+$15M
Net Calls Change
+$2.15M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
476
Larson Financial Group
Missouri
$4.52K +$4.23K +71 +1,420%
JSAM
477
J. Safra Asset Management
New York
$4.28K -$21.2K -356 -83%
AW
478
Avion Wealth
Texas
$4K
CAL
479
Capital Analysts LLC
Pennsylvania
$4K
ANBT
480
American National Bank & Trust
Texas
$3.86K
FFO
481
Fortitude Family Office
Arizona
$3.86K
HHGA
482
Halbert Hargrove Global Advisors
California
$3.81K +$3.81K +64 New
SC
483
SouthState Corp
Florida
$3.75K -$298 -5 -7%
HWP
484
Highline Wealth Partners
California
$3.51K
MEG
485
Millstone Evans Group
Colorado
$3.15K +$3.16K +53 New
GKIM
486
GW&K Investment Management
Massachusetts
$3K
MA
487
Montag & Associates
Georgia
$2.56K +$2.56K +43 New
DPW
488
DiNuzzo Private Wealth
Pennsylvania
$2.18K
WPA
489
Wealth Preservation Advisors
Tennessee
$1.72K -$179 -3 -9%
HIMS
490
Hager Investment Management Services
New Hampshire
$1.72K
CH
491
Cromwell Holdings
Wyoming
$1.67K
RWM
492
Rialto Wealth Management
New York
$1.6K +$357 +6 +29%
TSMHT
493
Thurston Springer Miller Herd & Titak
Indiana
$1.49K
TPCW
494
TD Private Client Wealth
New York
$1.19K
JFGIW
495
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.07K +$1.07K +18 New
MG
496
Mather Group
Illinois
$1.07K +$1.07K +18 New
PWA
497
Physician Wealth Advisors
Utah
$1.01K +$1.01K +17 New
CAL
498
Capital Advisors Ltd
Ohio
$1K
CCM
499
Cloud Capital Management
Washington
$1K +$1.31K +22 New
SIC
500
SJS Investment Consulting
Ohio
$952

WBS Hedge Fund Activity: Q3 2025 in Review

514 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q3 2025, worth a combined $8.71B — up 6.4% from $8.19B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new WBS positions and 42 closed out — a net gain of 25 holders — while 175 added to existing stakes and 174 trimmed.

The largest buyer was Alyeska Investment Group, adding an estimated $120M. The largest seller was Fidelity Investments, cutting an estimated $133M.

  • 514 institutional investors held Webster Financial (WBS) as of Q3 2025, up from 496 in Q2 2025.
  • Funds reported $8.71B of Webster Financial stock for Q3 2025, up 6.4% quarter-over-quarter.
  • 67 funds opened new Webster Financial positions in Q3 2025 and 42 closed out, a net change of +25 holders.
  • The largest Webster Financial buyer in Q3 2025 was Alyeska Investment Group, an estimated $120M added.
  • The largest Webster Financial seller in Q3 2025 was Fidelity Investments, an estimated $133M sold.

Based on aggregated 13F filings for Q3 2025.