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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
CM
201
Caption Management
Oklahoma
$1.27M +$1.37M +24,624 New
AI
202
Atria Investments
North Carolina
$1.26M +$214K +3,839 +19%
Cetera Investment Advisers
203
Cetera Investment Advisers
Illinois
$1.24M +$155K +2,791 +13%
Mercer Global Advisors
204
Mercer Global Advisors
Colorado
$1.21M +$100K +1,799 +8%
LI
205
LRI Investments
Florida
$1.19M
Bank of Nova Scotia
206
Bank of Nova Scotia
Ontario, Canada
$1.17M +$1.26M +22,679 New
CCM
207
Cinctive Capital Management
New York
$1.16M -$4.48M -80,514 -78%
QCM
208
Quantinno Capital Management
New York
$1.14M +$599K +10,774 +95%
Neuberger Berman Group
209
Neuberger Berman Group
New York
$1.12M +$305K +5,485 +34%
KBC Group
210
KBC Group
Belgium
$1.11M -$3.19M -57,257 -73%
VOYA Investment Management
211
VOYA Investment Management
Georgia
$1.1M +$32.2K +579 +3%
PNC Financial Services Group
212
PNC Financial Services Group
Pennsylvania
$1.1M +$53.4K +960 +5%
LAM
213
LECAP Asset Management
United Kingdom
$1.09M +$663K +11,917 +130%
FL
214
Fourthstone LLC
Missouri
$1.08M +$568K +10,200 +94%
National Bank of Canada
215
National Bank of Canada
Quebec, Canada
$1.08M +$1.16M +20,900 New
PAP
216
Persistent Asset Partners
Hong Kong
$1.07M +$810K +14,562 +234%
X
217
Xponance
Pennsylvania
$1.04M +$23.8K +427 +2%
VRS
218
Virginia Retirement Systems
Virginia
$1.04M +$1.12M +20,200 New
PAG
219
Private Advisor Group
New Jersey
$1.04M -$8.46K -152 -0.7%
GF
220
Gabelli Funds
New York
$1.04M -$751K -13,500 -40%
SOADOR
221
State of Alaska Department of Revenue
Alaska
$1.03M +$30.3K +545 +3%
UM
222
Ulysses Management
New York
$1.03M +$1.11M +20,000 New
Corient Private Wealth
223
Corient Private Wealth
Florida
$1.02M -$387K -6,955 -26%
EFS
224
Essex Financial Services
Connecticut
$1.02M -$8.96K -161 -0.8%
PFGIA
225
Patriot Financial Group Insurance Agency
Massachusetts
$1.02M -$20.5K -369 -2%

WBS Hedge Fund Activity: Q1 2025 in Review

491 of the 7,458 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.