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Webster Financial

536 hedge funds and large institutions have $9.14B invested in Webster Financial in 2025 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 177 increasing their positions, 193 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 50

10% more call options, than puts

Call options by funds: $9.49M | Put options by funds: $8.61M

4% more funds holding

Funds holding: 514536 (+22)

1.72% more ownership

Funds ownership: 88.25%89.97% (+1.7%)

5% more capital invested

Capital invested by funds: $8.71B → $9.14B (+$421M)

8% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 193

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
536
Holders Change
+22
Holders Change %
+4.28%
% of All Funds
6.52%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.13%
New
83
Increased
177
Reduced
193
Closed
50
Calls
$9.49M
Puts
$8.61M
Net Calls
+$881K
Net Calls Change
-$14.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
501
GW&K Investment Management
Massachusetts
$3K
RF
502
Rossby Financial
Florida
$2.83K +$2.67K +45 New
DPW
503
DiNuzzo Private Wealth
Pennsylvania
$2.2K
PPC
504
Park Place Capital
Alabama
$2.01K +$1.9K +32 New
FCAS
505
First Command Advisory Services
Texas
$1.95K +$1.84K +31 New
GSWM
506
Golden State Wealth Management
California
$1.95K +$1.84K +31 New
RWM
507
Rialto Wealth Management
New York
$1.83K +$119 +2 +7%
MAM
508
Marquette Asset Management
Minnesota
$1.83K +$1.72K +29 New
HIMS
509
Hager Investment Management Services
New Hampshire
$1.82K
WPA
510
Wealth Preservation Advisors
Tennessee
$1.82K
CH
511
Cromwell Holdings
Wyoming
$1.76K
TSMHT
512
Thurston Springer Miller Herd & Titak
Indiana
$1.57K
TPCW
513
TD Private Client Wealth
New York
$1.26K
JFGIW
514
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.13K
SIC
515
SJS Investment Consulting
Ohio
$1.01K
CAL
516
Capital Advisors Ltd
Ohio
$1K
BHWM
517
Bay Harbor Wealth Management
Maryland
$818 +$119 +2 +18%
HIA
518
HFM Investment Advisors
New Jersey
$756
HFS
519
Hughes Financial Services
Virginia
$692
AGWCA
520
Annis Gardner Whiting Capital Advisors
Florida
$630 +$416 +7 +233%
FMP
521
Financial Management Professionals
Texas
$629 -$13.2K -222 -96%
PWA
522
Physician Wealth Advisors
Utah
$567 -$475 -8 -47%
BWL
523
Bogart Wealth LLC
Virginia
$566 +$534 +9 New
NSIM
524
North Star Investment Management
Illinois
$566 +$534 +9 New
BFS
525
Bare Financial Services
Pennsylvania
$504