WBS icon

Webster Financial

527 hedge funds and large institutions have $9.14B invested in Webster Financial in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 175 increasing their positions, 192 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more ownership

Funds ownership:

5% more capital invested

Capital invested by funds: $8.72B → $9.14B (+$423M)

9% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 192

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
527
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.49M
Puts
$8.61M
Net Calls
Net Calls Change

Top Buyers

1 +$53.1M
2 +$52.3M
3 +$42.4M
4
AI
Ariel Investments
Illinois
+$34.4M
5
Blackstone Inc
Blackstone Inc
New York
+$34.1M

Top Sellers

1 -$160M
2 -$104M
3 -$59.8M
4
Millennium Management
Millennium Management
New York
-$58.2M
5
Citadel Advisors
Citadel Advisors
Florida
-$50.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
476
AmeriFlex Group
Nevada
$6.99K
S
477
Sachetta
Massachusetts
$6.92K
LFG
478
Larson Financial Group
Missouri
$6.74K
KFAS
479
Keating Financial Advisory Services
Kansas
$6.55K
Simplex Trading
480
Simplex Trading
Illinois
$6.54K
PTC
481
Private Trust Company
Ohio
$6.11K
CJ
482
Caitlin John
Michigan
$5.98K
HNW
483
High Note Wealth
Minnesota
$5.48K
TWD
484
True Wealth Design
Ohio
$5.04K
JSAM
485
J. Safra Asset Management
New York
$4.72K
UFPG
486
United Financial Planning Group
New York
$4.41K
FFO
487
Fortitude Family Office
Arizona
$4.15K
HWP
488
Highline Wealth Partners
California
$3.71K
AFC
489
Ares Financial Consulting
California
$3.4K
MEG
490
Millstone Evans Group
Colorado
$3.34K
AW
491
Avion Wealth
Texas
$3K
GKIM
492
GW&K Investment Management
Massachusetts
$3K
RF
493
Rossby Financial
Florida
$2.83K
DPW
494
DiNuzzo Private Wealth
Pennsylvania
$2.2K
PPC
495
Park Place Capital
Alabama
$2.01K
FCAS
496
First Command Advisory Services
Texas
$1.95K
GSWM
497
Golden State Wealth Management
California
$1.95K
RWM
498
Rialto Wealth Management
New York
$1.83K
MAM
499
Marquette Asset Management
Minnesota
$1.83K
HIMS
500
Hager Investment Management Services
New Hampshire
$1.82K