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WBS

Webster Financial
WBS

Delisted

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

479 hedge funds and large institutions have $7.61B invested in Webster Financial in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 133 increasing their positions, 174 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

795% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $1.39M

65% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 63

26% more capital invested

Capital invested by funds: $6.02B → $7.61B (+$1.59B)

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

8% more funds holding

Funds holding: 444479 (+35)

0.92% more ownership

Funds ownership: 86.27%87.18% (+0.92%)

24% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 174

Holders
479
Holders Change
+35
Holders Change %
+7.88%
% of All Funds
6.98%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
104
Increased
133
Reduced
174
Closed
63
Calls
$12.4M
Puts
$1.39M
Net Calls
+$11M
Net Calls Change
+$3.41M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
326
FDx Advisors
Illinois
$286K -$4.75K -110 -2%
RP
327
Riverwater Partners
Wisconsin
$285K
GT
328
Greenleaf Trust
Michigan
$285K +$8.47K +196 +4%
ESB
329
Essex Savings Bank
Connecticut
$285K -$1.73K -40 -0.7%
MWM
330
Modera Wealth Management
New Jersey
$283K
HFM
331
Hartford Financial Management
Connecticut
$282K -$4.32K -100 -2%
William Blair & Company
332
William Blair & Company
Illinois
$280K +$5.32K +123 +2%
BFG
333
Bleakley Financial Group
New Jersey
$277K +$3.15K +73 +1%
Carson Wealth (CWM LLC)
334
Carson Wealth (CWM LLC)
Nebraska
$277K +$41.2K +954 +21%
JSW
335
Journey Strategic Wealth
New Jersey
$274K
SS
336
Simplicity Solutions
Minnesota
$274K +$519 +12 +0.2%
BFEC
337
Benjamin F. Edwards & Company
Missouri
$274K +$97.6K +2,258 +72%
PAM
338
Panagora Asset Management
Massachusetts
$269K
ClearBridge Investments
339
ClearBridge Investments
New York
$261K
FCM
340
Firestone Capital Management
Florida
$259K
Squarepoint
341
Squarepoint
New York
$258K -$3.04M -70,278 -93%
GLA
342
Great Lakes Advisors
Illinois
$255K +$217K +5,027 New
SPIA
343
Steward Partners Investment Advisory
New York
$251K +$8.47K +196 +4%
SFP
344
Sterling Financial Planning
New Jersey
$246K +$210K +4,852 New
1WM
345
1858 Wealth Management
Ohio
$244K +$207K +4,801 New
VAS
346
Vestmark Advisory Solutions
Massachusetts
$243K +$206K +4,778 New
WIA
347
Wetzel Investment Advisors
Indiana
$239K +$203K +4,700 New
PM
348
Penbrook Management
New York
$238K +$202K +4,680 New
VFA
349
Voya Financial Advisors
Connecticut
$234K +$196K +4,544 New
OSAM
350
O'Shaughnessy Asset Management
Connecticut
$234K +$199K +4,612 New

WBS Hedge Fund Activity: Q4 2023 in Review

479 of the 6,865 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q4 2023, worth a combined $7.61B — up 26% from $6.02B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new WBS positions and 63 closed out — a net gain of 41 holders — while 133 added to existing stakes and 174 trimmed.

The largest buyer was Millennium Management, adding an estimated $84.7M. The largest seller was BlackRock, cutting an estimated $86.1M.

  • 479 institutional investors held Webster Financial (WBS) as of Q4 2023, up from 444 in Q3 2023.
  • Funds reported $7.61B of Webster Financial stock for Q4 2023, up 26% quarter-over-quarter.
  • 104 funds opened new Webster Financial positions in Q4 2023 and 63 closed out, a net change of +41 holders.
  • The largest Webster Financial buyer in Q4 2023 was Millennium Management, an estimated $84.7M added.
  • The largest Webster Financial seller in Q4 2023 was BlackRock, an estimated $86.1M sold.

Based on aggregated 13F filings for Q4 2023.