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.
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: 470 → 491 (+21)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$78.6M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$36.1M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$27.1M |
| 4 |
Holocene Advisors
New York
|
+$23.5M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$18.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$91.1M |
| 2 |
ACL
Azora Capital LP
Miami,
Florida
|
-$49.4M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$48M |
| 4 |
TCM
TimesSquare Capital Management
New York
|
-$41.9M |
| 5 |
Verition Fund Management
Greenwich,
Connecticut
|
-$36.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
526
Avior Wealth Management
Omaha,
Nebraska
| – | -$57.9K | -1,049 | Closed |
|
|
RS
527
R Squared
Central,
Hong Kong
| – | -$42.5K | -770 | Closed |
|
|
HT
528
Headlands Technologies
Chicago,
Illinois
| – | -$31.8K | -575 | Closed |
|
529
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
| – | -$25.7K | -469 | Closed |
|
|
EFG
530
Ethos Financial Group
King Of Prussia,
Pennsylvania
| – | -$22.4K | -406 | Closed |
|
|
MCM
531
Mainstream Capital Management
Los Angeles,
California
| – | -$17.6K | -319 | Closed |
|
|
CJ
532
Caitlin John
Brighton,
Michigan
| – | -$5.3K | -96 | Closed |
|
|
CA
533
Continuum Advisory
Eagle,
Idaho
| – | -$607 | -11 | Closed |
|
|
SAM
534
Synergy Asset Management
Vancouver,
Washington
| – | -$419 | -9 | Closed |
|
|
RCM
535
Raleigh Capital Management
Cary,
North Carolina
| – | -$276 | -5 | 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.