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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$922M -$7.24M -130,081 -0.7%
BlackRock
2
BlackRock
New York
$820M -$7.21M -129,576 -0.8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$511M +$78.6M +1,413,549 +17%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$366M +$27.1M +487,264 +7%
State Street
5
State Street
Massachusetts
$363M -$34.3M -616,192 -8%
Invesco
6
Invesco
Georgia
$260M +$8.53M +153,236 +3%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$237M +$2.36M +42,406 +0.9%
Capital International Investors
8
Capital International Investors
California
$214M +$1.58M +28,444 +0.7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$162M +$9.46M +170,108 +6%
EARNEST Partners
10
EARNEST Partners
Georgia
$162M -$530K -9,523 -0.3%
American Century Companies
11
American Century Companies
Missouri
$155M +$2.72M +48,942 +2%
Macquarie Group
12
Macquarie Group
Australia
$150M -$9.97M -179,265 -6%
T. Rowe Price Investment Management
13
T. Rowe Price Investment Management
Maryland
$139M -$14.1M -252,968 -9%
Bank of America
14
Bank of America
North Carolina
$132M -$4.67M -83,917 -3%
Norges Bank
15
Norges Bank
Norway
$123M +$11.5M +206,428 +9%
SEI Investments
16
SEI Investments
Pennsylvania
$105M +$3.41M +61,365 +3%
DAM
17
Davis Asset Management
California
$103M
Morgan Stanley
18
Morgan Stanley
New York
$101M +$3.88M +69,755 +4%
AllianceBernstein
19
AllianceBernstein
Tennessee
$97.5M -$2.23M -40,082 -2%
Allspring Global Investments
20
Allspring Global Investments
North Carolina
$90.2M -$894K -16,075 -0.9%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$85.2M -$13.4M -240,658 -13%
Pzena Investment Management
22
Pzena Investment Management
New York
$81.9M -$655K -11,775 -0.7%
Northern Trust
23
Northern Trust
Illinois
$76.7M -$2.25M -40,409 -3%
Charles Schwab
24
Charles Schwab
California
$74.6M -$3.36M -60,364 -4%
ACL
25
Azora Capital LP
Florida
$74.5M -$49.4M -888,078 -38%

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.