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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
SLAM
326
Swiss Life Asset Management
$232K -$78.9K -1,773 -25%
EMFAT
327
Emerald Mutual Fund Advisers Trust
Pennsylvania
$230K
SIG
328
Sky Investment Group
Connecticut
$226K
OAC
329
OMERS Administration Corp
Ontario, Canada
$222K +$227K +5,100 New
FCM
330
Firestone Capital Management
Florida
$222K
WAM
331
Wolverine Asset Management
Illinois
$220K +$142K +3,196 +172%
Carson Wealth (CWM LLC)
332
Carson Wealth (CWM LLC)
Nebraska
$220K -$23.3K -524 -9%
ClearBridge Investments
333
ClearBridge Investments
New York
$218K
IC
334
Innealta Capital
Texas
$215K +$220K +4,931 New
GCM
335
Graham Capital Management
Connecticut
$212K +$217K +4,869 New
CIBC Asset Management
336
CIBC Asset Management
Ontario, Canada
$210K +$11K +248 +5%
GLA
337
Great Lakes Advisors
Illinois
$206K +$712 +16 +0.3%
PP
338
Paloma Partners
Connecticut
$204K +$209K +4,686 New
I
339
InceptionR
California
$201K -$226K -5,072 -52%
Walleye Capital
340
Walleye Capital
New York
$178K -$107K -2,406 -37%
CFD
341
Creative Financial Designs
Indiana
$160K +$7.57K +170 +5%
SPIA
342
Steward Partners Investment Advisory
New York
$149K -$104K -2,325 -41%
CFGS
343
Concourse Financial Group Securities
Alabama
$137K +$134 +3 +0.1%
Northwestern Mutual Wealth Management
344
Northwestern Mutual Wealth Management
Wisconsin
$136K -$846 -19 -0.6%
DZ Bank
345
DZ Bank
Germany
$135K +$138K +3,096 New
CI Investments Inc
346
CI Investments Inc
Ontario, Canada
$133K +$18K +405 +15%
Group One Trading
347
Group One Trading
Illinois
$131K +$53.8K +1,209 +67%
CPBTD
348
Central Pacific Bank - Trust Division
Hawaii
$122K -$97K -2,178 -44%
HWM
349
HighMark Wealth Management
Minnesota
$120K +$1.07K +24 +0.9%
NA
350
NewEdge Advisors
Louisiana
$120K +$3.34K +75 +3%

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.