We are live on ! Find out more
WBS

Webster Financial
WBS

Delisted

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

456 hedge funds and large institutions have $6.4B invested in Webster Financial in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 150 increasing their positions, 180 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.43% less ownership

Funds ownership: 87.11%85.67% (-1.4%)

3% less funds holding

Funds holding: 471456 (-15)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

14% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 69

16% less capital invested

Capital invested by funds: $7.59B → $6.4B (-$1.19B)

17% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 180

53% less call options, than puts

Call options by funds: $7.95M | Put options by funds: $16.8M

Holders
456
Holders Change
-15
Holders Change %
-3.18%
% of All Funds
6.58%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
59
Increased
150
Reduced
180
Closed
69
Calls
$7.95M
Puts
$16.8M
Net Calls
-$8.81M
Net Calls Change
+$1.92M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
301
US Bancorp
Minnesota
$301K -$25.6K -574 -8%
PAM
302
Panagora Asset Management
Massachusetts
$295K +$65.3K +1,467 +28%
Cambridge Investment Research Advisors
303
Cambridge Investment Research Advisors
Iowa
$290K -$40.1K -900 -12%
Cerity Partners
304
Cerity Partners
New York
$287K -$1.63M -36,673 -85%
FTWA
305
Fifth Third Wealth Advisors
Ohio
$285K +$291K +6,531 New
DekaBank Deutsche Girozentrale
306
DekaBank Deutsche Girozentrale
Germany
$284K +$195K +4,390 +175%
OTPPB
307
Ontario Teachers' Pension Plan Board
Ontario, Canada
$281K -$249K -5,582 -46%
WPC
308
Wedmont Private Capital
Pennsylvania
$278K -$4.59K -103 -2%
S
309
SignatureFD
Georgia
$278K +$23.2K +521 +9%
HSBC Holdings
310
HSBC Holdings
United Kingdom
$277K -$305K -6,850 -52%
VCA
311
Verdence Capital Advisors
Maryland
$275K +$4.1K +92 +1%
OSAM
312
O'Shaughnessy Asset Management
Connecticut
$271K +$18.7K +421 +7%
AC
313
Addison Capital
Pennsylvania
$270K
PCMC
314
Paragon Capital Management (Colorado)
Colorado
$262K +$268K +6,010 New
JSW
315
Journey Strategic Wealth
New Jersey
$258K +$22.6K +508 +9%
M&T Bank
316
M&T Bank
New York
$252K -$318K -7,149 -55%
BFG
317
Bleakley Financial Group
New Jersey
$247K -$14.7K -331 -6%
EI
318
Ethic Inc
New York
$245K -$9.35K -210 -4%
GT
319
Greenleaf Trust
Michigan
$245K +$3.12K +70 +1%
SW
320
Simplicity Wealth
New Jersey
$245K -$15.2K -341 -6%
MWM
321
Modera Wealth Management
New Jersey
$243K
SPC
322
Sigma Planning Corp
Michigan
$243K
William Blair & Company
323
William Blair & Company
Illinois
$241K -$2.05K -46 -0.8%
WIA
324
Wetzel Investment Advisors
Indiana
$239K
QCM
325
Quantinno Capital Management
New York
$237K +$48.4K +1,088 +25%

WBS Hedge Fund Activity: Q2 2024 in Review

456 of the 6,931 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q2 2024, worth a combined $6.4B — down 16% from $7.59B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of WBS and 59 opened new positions — a net loss of 10 holders — while 180 trimmed existing stakes and 150 added.

The largest buyer was Dimensional Fund Advisors, adding an estimated $53.7M. The largest seller was Capital International Investors, cutting an estimated $167M.

  • 456 institutional investors held Webster Financial (WBS) as of Q2 2024, down from 471 in Q1 2024.
  • Funds reported $6.4B of Webster Financial stock for Q2 2024, down 16% quarter-over-quarter.
  • 59 funds opened new Webster Financial positions in Q2 2024 and 69 closed out, a net change of -10 holders.
  • The largest Webster Financial buyer in Q2 2024 was Dimensional Fund Advisors, an estimated $53.7M added.
  • The largest Webster Financial seller in Q2 2024 was Capital International Investors, an estimated $167M sold.

Based on aggregated 13F filings for Q2 2024.