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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
IA
376
IFP Advisors
Florida
$107K +$2.25K +46 +2%
HFM
377
Hartford Financial Management
Connecticut
$103K -$173K -3,528 -64%
WAM
378
Wolverine Asset Management
Illinois
$94.3K +$90.9K +1,858 New
Group One Trading
379
Group One Trading
Illinois
$91.3K -$39.7K -812 -31%
IGWM
380
ICA Group Wealth Management
Colorado
$83.7K
QCG
381
Quadrant Capital Group
Ohio
$82.2K +$12.8K +261 +19%
AAG
382
Armstrong Advisory Group
Massachusetts
$80K
WT
383
Washington Trust
Rhode Island
$79.6K +$3.37K +69 +5%
FMP
384
Financial Management Professionals
Texas
$75K
Nomura Asset Management
385
Nomura Asset Management
Japan
$71.6K +$12.5K +256 +22%
CFB
386
Cullen/Frost Bankers
Texas
$70.3K +$29.3K +600 +76%
GRP
387
Global Retirement Partners
California
$66.9K +$59.1K +1,209 +1,119%
AWM
388
Avior Wealth Management
Nebraska
$64.7K +$62.4K +1,275 New
USB
389
Union Savings Bank
Connecticut
$63.9K
GI
390
GAMMA Investing
California
$63.6K -$7.38K -151 -11%
HNB
391
Hilltop National Bank
Wyoming
$62.2K +$60K +1,226 New
AWM
392
AllSquare Wealth Management
New York
$61.7K
FHA
393
First Horizon Advisors
Tennessee
$48.6K -$489 -10 -1%
QL
394
Quarry LP
New York
$45.5K +$31.4K +642 +253%
BGAI
395
Bruce G. Allen Investments
Colorado
$44.7K +$2.3K +47 +6%
NS
396
NBC Securities
Alabama
$41K +$196 +4 +0.5%
SIS
397
Sound Income Strategies
Florida
$40.7K -$760K -15,551 -95%
PS
398
Principal Securities
Iowa
$40.5K -$4.11K -84 -10%
HFM
399
Harvest Fund Management
China
$40K +$29.6K +606 +344%
EWA
400
EverSource Wealth Advisors
Alabama
$37.1K -$13K -266 -24%

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.