We are live on ! Find out more
WBS

Webster Financial
WBS

Delisted

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

471 hedge funds and large institutions have $8.4B invested in Webster Financial in 2024 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 163 increasing their positions, 165 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more call options, than puts

Call options by funds: $29.5M | Put options by funds: $6.57M

106% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 36

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

21% more capital invested

Capital invested by funds: $6.93B → $8.4B (+$1.47B)

7% more funds holding

Funds holding: 439471 (+32)

1.98% more ownership

Funds ownership: 86.77%88.76% (+2%)

1% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 165

Holders
471
Holders Change
+32
Holders Change %
+7.29%
% of All Funds
6.2%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
74
Increased
163
Reduced
165
Closed
36
Calls
$29.5M
Puts
$6.57M
Net Calls
+$23M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
301
Shelton Capital Management
Colorado
$357K -$17K -310 -5%
JSW
302
Journey Strategic Wealth
New Jersey
$356K
AI
303
Atom Investors
Texas
$338K +$336K +6,114 New
First Eagle Investment Management
304
First Eagle Investment Management
New York
$337K +$335K +6,102 New
TPI
305
Trust Point Inc
Wisconsin
$330K +$329K +5,983 New
PCMC
306
Paragon Capital Management (Colorado)
Colorado
$329K -$5.49K -100 -2%
GT
307
Greenleaf Trust
Michigan
$327K +$7.36K +134 +2%
Cambridge Investment Research Advisors
308
Cambridge Investment Research Advisors
Iowa
$327K -$39.3K -715 -11%
Kovitz Investment Group Partners
309
Kovitz Investment Group Partners
Illinois
$326K +$10.2K +186 +3%
FFM
310
Forum Financial Management
Illinois
$324K +$76.2K +1,388 +31%
BHPW
311
Beverly Hills Private Wealth
California
$320K -$36.7K -669 -10%
BFS
312
Bradley Foster & Sargent
Connecticut
$320K -$69.7K -1,269 -18%
EWA
313
EP Wealth Advisors
California
$317K +$28.1K +512 +10%
HWM
314
HB Wealth Management
Georgia
$316K +$314K +5,718 New
First Manhattan
315
First Manhattan
New York
$316K -$169K -3,085 -35%
BFG
316
Bleakley Financial Group
New Jersey
$313K +$4.28K +78 +1%
EI
317
Ethic Inc
New York
$302K -$20.3K -370 -6%
William Blair & Company
318
William Blair & Company
Illinois
$298K
BCM
319
Brookstone Capital Management
Illinois
$298K +$296K +5,396 New
CIBC Asset Management
320
CIBC Asset Management
Ontario, Canada
$291K +$15.1K +274 +5%
SIG
321
Sky Investment Group
Connecticut
$286K
CAM
322
CenterStar Asset Management
Illinois
$286K +$284K +5,174 New
RAM
323
Readystate Asset Management
Illinois
$283K +$282K +5,125 New
FCM
324
Firestone Capital Management
Florida
$281K
ClearBridge Investments
325
ClearBridge Investments
New York
$277K

WBS Hedge Fund Activity: Q4 2024 in Review

471 of the 7,602 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q4 2024, worth a combined $8.4B — up 21% from $6.93B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new WBS positions and 36 closed out — a net gain of 38 holders — while 163 added to existing stakes and 165 trimmed.

The largest buyer was Verition Fund Management, adding an estimated $60.1M. The largest seller was Citadel Advisors, cutting an estimated $121M.

  • 471 institutional investors held Webster Financial (WBS) as of Q4 2024, up from 439 in Q3 2024.
  • Funds reported $8.4B of Webster Financial stock for Q4 2024, up 21% quarter-over-quarter.
  • 74 funds opened new Webster Financial positions in Q4 2024 and 36 closed out, a net change of +38 holders.
  • The largest Webster Financial buyer in Q4 2024 was Verition Fund Management, an estimated $60.1M added.
  • The largest Webster Financial seller in Q4 2024 was Citadel Advisors, an estimated $121M sold.

Based on aggregated 13F filings for Q4 2024.