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WBS

Webster Financial
WBS

Delisted

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

471 hedge funds and large institutions have $7.59B invested in Webster Financial in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 168 increasing their positions, 160 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 160

0.08% less ownership

Funds ownership: 87.18%87.11% (-0.08%)

0% less capital invested

Capital invested by funds: $7.61B → $7.59B (-$20.4M)

8% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 59

2% less funds holding

Funds holding: 479471 (-8)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

43% less call options, than puts

Call options by funds: $14.5M | Put options by funds: $25.2M

Holders
471
Holders Change
-8
Holders Change %
-1.67%
% of All Funds
6.78%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
54
Increased
168
Reduced
160
Closed
59
Calls
$14.5M
Puts
$25.2M
Net Calls
-$10.7M
Net Calls Change
-$21.8M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair Investment Management
351
William Blair Investment Management
Illinois
$214K +$12.5K +255 +6%
WIA
352
Wetzel Investment Advisors
Indiana
$213K
Brown Advisory
353
Brown Advisory
Maryland
$212K +$205K +4,183 New
CP
354
Covenant Partners
Tennessee
$210K
VFA
355
Voya Financial Advisors
Connecticut
$208K -$22.1K -452 -10%
BMO
356
Beck Mack & Oliver
New York
$208K
FCFC
357
First Commonwealth Financial Corp
Pennsylvania
$206K
CNBT
358
Canandaigua National Bank & Trust
New York
$205K -$9.14K -187 -4%
SAM
359
Smartleaf Asset Management
Massachusetts
$205K +$157K +3,219 +391%
RJT
360
Raymond James Trust
Florida
$205K -$23.4K -478 -11%
SW
361
SlateStone Wealth
Florida
$205K
RPC
362
Rossmore Private Capital
Connecticut
$203K
ST
363
Smithfield Trust
Pennsylvania
$199K +$2.25K +46 +1%
Lazard Asset Management
364
Lazard Asset Management
New York
$183K +$782 +16 +0.4%
CFD
365
Creative Financial Designs
Indiana
$177K -$1.32K -27 -0.8%
VI
366
Vestcor Inc
New Brunswick, Canada
$176K +$169K +3,462 New
BFEC
367
Benjamin F. Edwards & Company
Missouri
$169K -$102K -2,090 -39%
Northwestern Mutual Wealth Management
368
Northwestern Mutual Wealth Management
Wisconsin
$160K +$36.3K +742 +31%
CFGS
369
Concourse Financial Group Securities
Alabama
$159K +$6.94K +142 +5%
HWM
370
HighMark Wealth Management
Minnesota
$139K +$1.13K +23 +0.8%
NA
371
NewEdge Advisors
Louisiana
$136K +$69.1K +1,412 +112%
CI Investments Inc
372
CI Investments Inc
Ontario, Canada
$135K +$39.8K +814 +44%
DekaBank Deutsche Girozentrale
373
DekaBank Deutsche Girozentrale
Germany
$126K
C
374
Covestor
United Kingdom
$125K -$13.9K -285 -10%
AssetMark Inc
375
AssetMark Inc
California
$114K -$6.99K -143 -6%

WBS Hedge Fund Activity: Q1 2024 in Review

471 of the 6,948 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q1 2024, worth a combined $7.59B — down 0.27% from $7.61B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of WBS and 54 opened new positions — a net loss of 5 holders — while 160 trimmed existing stakes and 168 added.

The largest buyer was Citadel Advisors, adding an estimated $71.6M. The largest seller was Morgan Stanley, cutting an estimated $41.7M.

  • 471 institutional investors held Webster Financial (WBS) as of Q1 2024, down from 479 in Q4 2023.
  • Funds reported $7.59B of Webster Financial stock for Q1 2024, down 0.27% quarter-over-quarter.
  • 54 funds opened new Webster Financial positions in Q1 2024 and 59 closed out, a net change of -5 holders.
  • The largest Webster Financial buyer in Q1 2024 was Citadel Advisors, an estimated $71.6M added.
  • The largest Webster Financial seller in Q1 2024 was Morgan Stanley, an estimated $41.7M sold.

Based on aggregated 13F filings for Q1 2024.