Webster Financial Corporation

WBS • NYSE

Webster Financial Corporation is a banks - regional company in the financial services sector on NYSE, led by John R. Ciulla, with a market cap of $10.3B. As of Q3 2025, 88% of shares are held by 505 institutional investors, with VANGUARD GROUP INC as the largest holder at 10.32%.

Chief Executive OfficerJohn R. Ciulla

Market Cap$10.3B

Banks - Regional

Financial Services

Employees4.3K

Websitewebsterbank.com

Country

United States of America

Overview

Overview of institutional ownership in WBS as of Q3 2025 with a market cap of $9.9B

All Institutions

Institutions: 505
Value Held: $8.7B
Shares Held: 146.5M
Avg Position: $17.3M
Median Position: $801.9K

Hedge Funds

Hedge Funds: 52
Value Held: $1.2B
Shares Held: 20.3M
Avg Position: $23.2M
Median Position: $7.8M

Ownership Breakdown

Institutional (non-HF)

76.2%

$7.5B

Hedge Funds

12.23%

$1.2B

Retail & Other

11.57%

$1.1B

Based on market cap of $9.9B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in WBS as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$1.0B 0.02% of portfolio	10.32% 17.1M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$913.1M 0.02% of portfolio	9.24% 15.4M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
FMR LLC Institution	-	$519.2M 0.03% of portfolio	5.26% 8.7M shares	Q4 2014 Held for 10y 11m	$1.92T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$464.4M 0.10% of portfolio	4.70% 7.8M shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$393.1M 0.01% of portfolio	3.98% 6.6M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$318.6M 0.05% of portfolio	3.22% 5.4M shares	≤ Q2 2013 Held for 12y 5m+	$633.08B
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	Robert W Sharps President	$269.4M 0.03% of portfolio	2.73% 4.5M shares	≤ Q2 2013 Held for 12y 5m+	$912.31B
C Capital International Investors Institution	-	$247.3M 0.04% of portfolio	2.50% 4.2M shares	Q3 2018 Held for 7y 2m	$615.90B
EARNEST PARTNERS LLC Long Only Manager	Paul Ernest Viera CEO	$188.0M 0.82% of portfolio	1.90% 3.2M shares	Q2 2018 Held for 7y 5m	$23.1B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$186.1M 0.01% of portfolio	1.88% 3.1M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T

Net Capital Flow

Institutional buying and selling activity for WBS in Q3 2025

Traded: +$39.5M
Buyers: 247
Sellers: 210
Total Bought: +$686.6M
Total Sold: −$647.2M
Avg Position: $16.0M

Biggest Buyers

Institution	Net Bought	Current Position
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy	+$119.2M +2.0M shares	$120.8M 2.0M shares
1 140 Summer Partners LP Hedge Fund•Multi-Strategy	+$75.5M +1.3M shares	$75.5M 1.3M shares
BANK OF MONTREAL /CAN/ Institution	+$48.6M +817.2K shares	$123.0M 2.1M shares
Holocene Advisors, LP Hedge Fund•Long/Short	+$44.3M +744.5K shares	$44.3M 744.5K shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$42.2M +709.2K shares	$43.7M 735.2K shares
Compass Wealth Management LLC RIA/Wealth	+$31.8M +96.5K shares	$31.8M 96.5K shares
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	+$29.3M +493.5K shares	$48.5M 815.5K shares
Bridgewater Associates, LP Hedge Fund•Global Macro	+$20.0M +336.2K shares	$31.8M 535.3K shares
A Assenagon Asset Management S.A. Institution	+$19.3M +324.5K shares	$21.3M 358.3K shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	+$11.3M +189.4K shares	$464.4M 7.8M shares

Biggest Sellers

Institution	Net Sold	Current Position
FMR LLC Institution	−$132.2M −2.2M shares	$519.2M 8.7M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$86.4M −1.5M shares	$129.1M 2.2M shares
A AMERICAN CENTURY COMPANIES INC Institution	−$51.1M −859.7K shares	$154.2M 2.6M shares
GOLDMAN SACHS GROUP INC Institution	−$31.3M −525.9K shares	$31.9M 536.0K shares
Azora Capital LP Hedge Fund•Long/Short	−$28.0M −470.9K shares	$84.1M 1.4M shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$23.5M −394.9K shares	$69.6M 1.2M shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	−$23.3M −391.4K shares	$19.8M 332.5K shares
STATE STREET CORP Institution	−$23.1M −389.2K shares	$393.1M 6.6M shares
VANGUARD GROUP INC Institution	−$20.7M −349.0K shares	$1.0B 17.1M shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC Hedge Fund•Multi-Strategy	−$13.8M −232.7K shares	$18.7M 314.1K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited WBS in Q3 2025

New Positions: 25
New Value: $86.9M
Exited Positions: 42
Exited Value: $42.3M

New Positions

Institution	Position Value
1 140 Summer Partners LP Hedge Fund•Multi-Strategy	$75.5M 1.3M shares
Hillsdale Investment Management Inc. Long Only Manager	$3.5M 58.1K shares
P PINNBROOK CAPITAL MANAGEMENT LP Hedge Fund•Global Macro	$2.3M 37.9K shares
O OSSIAM Institution	$1.6M 27.5K shares
Weiss Asset Management LP Hedge Fund•Multi-Strategy	$809.4K 13.6K shares
Voleon Capital Management LP Hedge Fund•Quant	$674.8K 11.4K shares
UNITED CAPITAL FINANCIAL ADVISERS, LLC RIA/Wealth	$569.9K 9.6K shares
Comprehensive Portfolio Management, LLC RIA/Wealth	$344.6K 5.8K shares
Counterpoint Mutual Funds LLC ETF Provider	$342.3K 5.8K shares
Krilogy Financial LLC RIA/Wealth	$318.4K 5.6K shares

Exited Positions

Institution	Previous Position
T TEXAS PERMANENT SCHOOL FUND Institution	$5.8M 106.0K shares
W Winton Capital Group Ltd Institution	$5.6M 102.7K shares
J Jump Financial, LLC Institution	$3.9M 72.3K shares
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$3.4M 63.0K shares
Symphony Financial, Ltd. Co. RIA/Wealth	$3.3M 60.1K shares
Fourthstone LLC Hedge Fund•Long/Short	$2.9M 53.2K shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$2.6M 47.8K shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	$2.1M 39.2K shares
ISAM Funds Ltd Hedge Fund•Quant	$1.8M 33.3K shares
S S.A.C. Capital Advisors Ltd. Institution	$1.6M 29.2K shares

Options Activity

Institutions with the largest Call and Put options positions in WBS as of Q3 2025

Call Positions: 9
Call Value: $21.2M
Put Positions: 9
Put Value: $11.3M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$6.6M 1.1K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$5.9M 987.0 contracts
J JANE STREET GROUP, LLC Institution	$2.8M 469.0 contracts
W WOLVERINE TRADING, LLC Institution	$2.5M 412.0 contracts
Caption Management, LLC Hedge Fund•Long/Short	$2.0M 338.0 contracts
Walleye Trading LLC RIA/Wealth	$808.4K 136.0 contracts
LEUCADIA NATIONAL CORP Institution	$653.8K 110.0 contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	- - contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	- - contracts

Put Positions

Institution	Position Value
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$6.9M 1.2K contracts
Caption Management, LLC Hedge Fund•Long/Short	$4.0M 675.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$445.8K 75.0 contracts
J JANE STREET GROUP, LLC Institution	- - contracts
Interval Partners, LLC Hedge Fund•Long/Short	- - contracts
W WOLVERINE TRADING, LLC Institution	- - contracts
LEUCADIA NATIONAL CORP Institution	- - contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	- - contracts
Walleye Trading LLC RIA/Wealth	- - contracts

Most Committed Institutions

Institutions with WBS as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
S Stieven Capital Advisors, L.P. Hedge Fund•Long/Short	Joseph Albert Stieven Managing Partner	6.62% $35.1M	0.36% 590.5K shares	Q4 2022 Held for 2y 11m	$530.5M
1 140 Summer Partners LP Hedge Fund•Multi-Strategy	Peter Watkins Rosenblum CIO	6.36% $75.5M	0.76% 1.3M shares	Q3 2025 Held for 2 months	$1.2B
STRATEGIC VALUE BANK PARTNERS LLC Hedge Fund•Value	Josh Kaye CCO	5.90% $8.3M	0.08% 139.6K shares	Q2 2025 Held for 5 months	$140.6M
D Davis Asset Management, L.P. Institution	-	4.37% $118.9M	1.20% 2.0M shares	Q3 2022 Held for 3y 2m	$2.7B
Compass Wealth Management LLC RIA/Wealth	Jason W Bear Owner	4.36% $31.8M	0.06% 96.5K shares	Q3 2023 Held for 2y 2m	$730.7M
P Petiole USA ltd Institution	-	4.18% $6.1M	0.06% 101.9K shares	Q1 2022 Held for 3y 8m	$144.8M
A Algebris Ltd Institution	-	3.96% $31.6M	0.32% 532.6K shares	Q3 2021 Held for 4y 2m	$799.8M
Azora Capital LP Hedge Fund•Long/Short	Ravi (Nmn) Chopra CIO	3.90% $84.1M	0.85% 1.4M shares	Q1 2022 Held for 3y 8m	$2.2B
FJ Capital Management LLC Hedge Fund•Long/Short	Martin Saul Friedman Founder	3.71% $37.1M	0.38% 624.5K shares	Q4 2024 Held for 11 months	$999.9M
B BASSWOOD CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Long/Short	Bennett David Lindenbaum Managing Partner	3.40% $73.3M	0.74% 1.2M shares	Q1 2022 Held for 3y 8m	$2.2B

Hedge Fund Spotlight

Discover hedge funds investing in WBS

Holocene Advisors, LP

Hedge Fund • Long/Short

Portfolio ManagerJohn Brandon Haley

Portfolio Value: $43.5B
Positions: 726
Last Reported: Q3 2025

Sector Allocation

Position in Webster Financial Corporation

Market Value: $44.3M
Shares Held: 744.5K
Portfolio Weight: 0.10%
Owned Since: 2021-Q1

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