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WBS

Webster Financial
WBS

Delisted

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

471 hedge funds and large institutions have $7.59B invested in Webster Financial in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 168 increasing their positions, 160 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 160

0.08% less ownership

Funds ownership: 87.18%87.11% (-0.08%)

0% less capital invested

Capital invested by funds: $7.61B → $7.59B (-$20.4M)

8% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 59

2% less funds holding

Funds holding: 479471 (-8)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

43% less call options, than puts

Call options by funds: $14.5M | Put options by funds: $25.2M

Holders
471
Holders Change
-8
Holders Change %
-1.67%
% of All Funds
6.78%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
54
Increased
168
Reduced
160
Closed
59
Calls
$14.5M
Puts
$25.2M
Net Calls
-$10.7M
Net Calls Change
-$21.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LGA
301
Lebenthal Global Advisors
New York
$338K -$6.36K -130 -2%
Walleye Capital
302
Walleye Capital
New York
$329K +$317K +6,485 New
MC
303
Maverick Capital
Texas
$321K +$310K +6,332 New
VCA
304
Verdence Capital Advisors
Maryland
$315K -$24.5K -501 -7%
AC
305
Addison Capital
Pennsylvania
$314K
MM
306
MQS Management
New York
$313K +$85.7K +1,753 +40%
PI
307
PEAK6 Investments
Illinois
$312K +$23.5K +481 +8%
BFG
308
Bleakley Financial Group
New Jersey
$304K +$25.6K +524 +10%
SW
309
Simplicity Wealth
New Jersey
$303K +$291K +5,960 New
S
310
SignatureFD
Georgia
$297K -$6.41K -131 -2%
EI
311
Ethic Inc
New York
$296K -$16.1K -329 -5%
WPC
312
Wedmont Private Capital
Pennsylvania
$294K +$17.9K +367 +6%
OSAM
313
O'Shaughnessy Asset Management
Connecticut
$294K +$57.7K +1,180 +26%
Walleye Trading
314
Walleye Trading
New York
$292K +$281K +5,749 New
SPIA
315
Steward Partners Investment Advisory
New York
$291K +$38.1K +779 +16%
FA
316
FDx Advisors
Illinois
$285K -$1.32K -27 -0.5%
ESB
317
Essex Savings Bank
Connecticut
$285K
MWM
318
Modera Wealth Management
New Jersey
$283K +$734 +15 +0.3%
William Blair & Company
319
William Blair & Company
Illinois
$283K +$2.25K +46 +0.8%
SPC
320
Sigma Planning Corp
Michigan
$282K +$272K +5,564 New
Carson Wealth (CWM LLC)
321
Carson Wealth (CWM LLC)
Nebraska
$282K +$5.18K +106 +2%
GT
322
Greenleaf Trust
Michigan
$282K -$3.03K -62 -1%
JSW
323
Journey Strategic Wealth
New Jersey
$274K
PAM
324
Panagora Asset Management
Massachusetts
$269K
EMFAT
325
Emerald Mutual Fund Advisers Trust
Pennsylvania
$268K -$694K -14,191 -73%

WBS Hedge Fund Activity: Q1 2024 in Review

471 of the 6,948 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q1 2024, worth a combined $7.59B — down 0.27% from $7.61B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of WBS and 54 opened new positions — a net loss of 5 holders — while 160 trimmed existing stakes and 168 added.

The largest buyer was Citadel Advisors, adding an estimated $71.6M. The largest seller was Morgan Stanley, cutting an estimated $41.7M.

  • 471 institutional investors held Webster Financial (WBS) as of Q1 2024, down from 479 in Q4 2023.
  • Funds reported $7.59B of Webster Financial stock for Q1 2024, down 0.27% quarter-over-quarter.
  • 54 funds opened new Webster Financial positions in Q1 2024 and 59 closed out, a net change of -5 holders.
  • The largest Webster Financial buyer in Q1 2024 was Citadel Advisors, an estimated $71.6M added.
  • The largest Webster Financial seller in Q1 2024 was Morgan Stanley, an estimated $41.7M sold.

Based on aggregated 13F filings for Q1 2024.