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WBS

Webster Financial
WBS

Delisted

WBS was delisted on the 19th of August, 2026.

444 hedge funds and large institutions have $6.02B invested in Webster Financial in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 141 increasing their positions, 194 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

519% more call options, than puts

Call options by funds: $9.1M | Put options by funds: $1.47M

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

5% more capital invested

Capital invested by funds: $5.72B → $6.02B (+$303M)

2% more funds holding

Funds holding: 437444 (+7)

0.81% less ownership

Funds ownership: 87.08%86.27% (-0.81%)

27% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 194

Holders
444
Holders Change
+7
Holders Change %
+1.6%
% of All Funds
7.04%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
37
Increased
141
Reduced
194
Closed
26
Calls
$9.1M
Puts
$1.47M
Net Calls
+$7.63M
Net Calls Change
+$7.08M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
276
Wealth Enhancement Advisory Services
Minnesota
$440K +$464K +10,914 New
HCPC
277
Hamilton Capital Partners (Canada)
$439K +$284K +6,682 +159%
Daiwa Securities Group
278
Daiwa Securities Group
Japan
$431K +$25.5K +600 +6%
SAM
279
Storebrand Asset Management
Norway
$430K +$6.89K +162 +2%
Envestnet Portfolio Solutions
280
Envestnet Portfolio Solutions
Illinois
$427K +$451K +10,594 New
JMPWA
281
JP Morgan Private Wealth Advisors
California
$418K -$89.9K -2,114 -17%
PI
282
PEAK6 Investments
Illinois
$415K +$433K +10,176 +9,251%
CCA
283
Cobblestone Capital Advisors
New York
$412K +$9.06K +213 +2%
BHPW
284
Beverly Hills Private Wealth
California
$387K -$408K -9,596 -50%
CIBC Asset Management
285
CIBC Asset Management
Ontario, Canada
$387K -$31.8K -747 -7%
URS
286
Utah Retirement Systems
Utah
$382K +$8.51K +200 +2%
ProShare Advisors
287
ProShare Advisors
Maryland
$377K -$36.2K -852 -8%
BNP Paribas Asset Management
288
BNP Paribas Asset Management
France
$372K -$44.4K -1,044 -10%
JC
289
JB Capital
Connecticut
$365K -$548K -12,896 -59%
GFS
290
GYL Financial Synergies
Connecticut
$359K
TI
291
Tidal Investments
Wisconsin
$353K +$19.3K +454 +5%
SAM
292
Shell Asset Management
Netherlands
$352K -$9.87K -232 -3%
I
293
InceptionR
California
$350K -$109K -2,564 -23%
AIM
294
Aigen Investment Management
New York
$342K +$130K +3,058 +56%
Vanguard Personalized Indexing Management
295
Vanguard Personalized Indexing Management
California
$338K -$57.8K -1,359 -14%
BPA
296
Beacon Pointe Advisors
California
$335K +$15.9K +374 +5%
IIM
297
INTECH Investment Management
Florida
$332K -$38.6K -908 -10%
SCM
298
Shelton Capital Management
Colorado
$332K -$21.5K -506 -6%
AA
299
ALPS Advisors
Colorado
$326K +$30.2K +711 +10%
PA
300
Profund Advisors
Maryland
$319K -$57.9K -1,362 -15%

WBS Hedge Fund Activity: Q3 2023 in Review

444 of the 6,304 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q3 2023, worth a combined $6.02B — up 5.3% from $5.72B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new WBS positions and 26 closed out — a net gain of 11 holders — while 141 added to existing stakes and 194 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $57M. The largest seller was Wasatch Advisors, exiting entirely with an estimated $72M sold.

  • 444 institutional investors held Webster Financial (WBS) as of Q3 2023, up from 437 in Q2 2023.
  • Funds reported $6.02B of Webster Financial stock for Q3 2023, up 5.3% quarter-over-quarter.
  • 37 funds opened new Webster Financial positions in Q3 2023 and 26 closed out, a net change of +11 holders.
  • The largest Webster Financial buyer in Q3 2023 was Fidelity Investments, an estimated $57M added.
  • The largest Webster Financial seller in Q3 2023 was Wasatch Advisors, an estimated $72M sold.

Based on aggregated 13F filings for Q3 2023.