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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
BGAI
376
Bruce G. Allen Investments
Colorado
$37.9K -$445 -10 -1%
FMP
377
Financial Management Professionals
Texas
$37K -$27.8K -625 -42%
PS
378
Principal Securities
Iowa
$32.6K -$2.23K -50 -6%
HFS
379
Hantz Financial Services
Michigan
$32K -$4.17M -93,665 -99%
Parallax Volatility Advisers
380
Parallax Volatility Advisers
California
$31.5K -$280K -6,289 -90%
AF
381
Allworth Financial
California
$28.5K +$668 +15 +3%
Jones Financial Companies
382
Jones Financial Companies
Missouri
$27.3K +$27.9K +627 New
SAM
383
Smartleaf Asset Management
Massachusetts
$26.9K -$151K -3,394 -84%
FRA
384
Front Row Advisors
California
$26.6K -$178 -4 -0.7%
SWM
385
Spire Wealth Management
Virginia
$26.3K -$134 -3 -0.5%
QC
386
Quent Capital
New York
$26.2K
BSB
387
Bangor Savings Bank
Maine
$26.2K
PA
388
Parallel Advisors
California
$25.9K +$2.89K +65 +12%
NS
389
NBC Securities
Alabama
$25K -$10.2K -229 -28%
RA
390
Rise Advisors
New York
$24.8K +$223 +5 +0.9%
LC
391
Lindbrook Capital
California
$21.6K +$935 +21 +4%
TCOV
392
Trust Company of Vermont
Vermont
$20.4K
CB
393
Community Bank
New York
$20.2K
WTA
394
Washington Trust Advisors
Massachusetts
$16.8K
FFA
395
Farther Finance Advisors
California
$16.5K -$1.83K -41 -10%
CPA
396
Clear Point Advisors
New York
$15.9K
CFM
397
Catalyst Funds Management
Australia
$13.1K -$2.62M -58,800 -99%
CTC
398
Central Trust Company
Missouri
$12.8K
SVCP
399
Silicon Valley Capital Partners
California
$12.3K +$89 +2 +0.7%
CWM
400
Compass Wealth Management
Connecticut
$11.3K

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.