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WBS

Webster Financial
WBS

Delisted

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

437 hedge funds and large institutions have $5.72B invested in Webster Financial in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 163 increasing their positions, 156 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $3.25M | Put options by funds: $2.7M

4% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 156

0.18% more ownership

Funds ownership: 86.9%87.08% (+0.18%)

4% less capital invested

Capital invested by funds: $5.96B → $5.72B (-$238M)

4% less funds holding

Funds holding: 457437 (-20)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

29% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 62

Holders
437
Holders Change
-20
Holders Change %
-4.38%
% of All Funds
6.86%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
44
Increased
163
Reduced
156
Closed
62
Calls
$3.25M
Puts
$2.7M
Net Calls
+$550K
Net Calls Change
+$862K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
351
IFP Advisors
Florida
$77.9K -$1.18K -32 -2%
KTC
352
Kistler-Tiffany Companies
Pennsylvania
$73.7K +$72K +1,951 New
IGWM
353
ICA Group Wealth Management
Colorado
$66.6K +$65.2K +1,765 New
CI Investments Inc
354
CI Investments Inc
Ontario, Canada
$64K +$5.76K +156 +10%
USB
355
Union Savings Bank
Connecticut
$59.5K +$46.4K +1,258 New
WT
356
Washington Trust
Rhode Island
$56.7K -$2.18K -59 -4%
DCM
357
Dupont Capital Management
Delaware
$56.5K -$6.31K -171 -10%
FMP
358
Financial Management Professionals
Texas
$56K +$222 +6 +0.4%
IUHSA
359
Itau Unibanco Holding S.A.
Brazil
$55.5K -$86.6K -2,346 -61%
BTI
360
Blue Trust Inc
Georgia
$55K -$205K -5,562 -80%
AWM
361
AllSquare Wealth Management
New York
$54.1K +$22.3K +604 +69%
Group One Trading
362
Group One Trading
Illinois
$52.4K +$43.8K +1,187 +588%
VSQM
363
V-Square Quantitative Management
Illinois
$50.9K +$49.8K +1,348 New
FHA
364
First Horizon Advisors
Tennessee
$49.4K +$10.6K +288 +28%
NA
365
NewEdge Advisors
Louisiana
$43.2K +$39.6K +1,073 +1,490%
EWA
366
EverSource Wealth Advisors
Alabama
$40.9K +$11.7K +318 +42%
CLOS
367
Compagnie Lombard Odier SCmA
Switzerland
$39.9K
BSB
368
Bangor Savings Bank
Maine
$37.8K
QCG
369
Quadrant Capital Group
Ohio
$35.4K -$55.7K -1,510 -62%
HI
370
Harbour Investments
Wisconsin
$34.2K
MA
371
Montag & Associates
Georgia
$34K +$33.2K +900 New
Lazard Asset Management
372
Lazard Asset Management
New York
$32K +$31.2K +845 +9,389%
SWA
373
SOA Wealth Advisors
New York
$30.1K +$332 +9 +1%
QC
374
Quent Capital
New York
$29.2K +$738 +20 +3%
JFGIW
375
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$28.3K +$6.83K +185 +33%

WBS Hedge Fund Activity: Q2 2023 in Review

437 of the 6,373 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q2 2023, worth a combined $5.72B — down 4% from $5.96B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of WBS and 44 opened new positions — a net loss of 18 holders — while 156 trimmed existing stakes and 163 added.

The largest buyer was Point72 Asset Management, adding an estimated $66.5M. The largest seller was Millennium Management, cutting an estimated $59.8M.

  • 437 institutional investors held Webster Financial (WBS) as of Q2 2023, down from 457 in Q1 2023.
  • Funds reported $5.72B of Webster Financial stock for Q2 2023, down 4% quarter-over-quarter.
  • 44 funds opened new Webster Financial positions in Q2 2023 and 62 closed out, a net change of -18 holders.
  • The largest Webster Financial buyer in Q2 2023 was Point72 Asset Management, an estimated $66.5M added.
  • The largest Webster Financial seller in Q2 2023 was Millennium Management, an estimated $59.8M sold.

Based on aggregated 13F filings for Q2 2023.