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WBS

Webster Financial
WBS

Delisted

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

439 hedge funds and large institutions have $6.93B invested in Webster Financial in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 156 increasing their positions, 172 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more call options, than puts

Call options by funds: $13.2M | Put options by funds: $4.75M

8% more capital invested

Capital invested by funds: $6.4B → $6.93B (+$529M)

1.1% more ownership

Funds ownership: 85.67%86.77% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

9% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 172

4% less funds holding

Funds holding: 456439 (-17)

26% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 53

Holders
439
Holders Change
-17
Holders Change %
-3.73%
% of All Funds
6.3%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
39
Increased
156
Reduced
172
Closed
53
Calls
$13.2M
Puts
$4.75M
Net Calls
+$8.47M
Net Calls Change
+$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
376
Geneos Wealth Management
Colorado
$27.5K +$27K +589 New
RA
377
Rise Advisors
New York
$26.7K +$229 +5 +0.9%
VSQM
378
V-Square Quantitative Management
Illinois
$26.7K +$26.3K +572 New
TCOV
379
Trust Company of Vermont
Vermont
$21.8K
CB
380
Community Bank
New York
$21.6K
CFM
381
Catalyst Funds Management
Australia
$18.6K +$4.59K +100 +33%
FFA
382
Farther Finance Advisors
California
$18K +$643 +14 +4%
WTA
383
Washington Trust Advisors
Massachusetts
$18K
CPA
384
Clear Point Advisors
New York
$17K
WWM
385
Wolff Wiese Magana
California
$16.8K +$16.6K +361 New
SWM
386
Spire Wealth Management
Virginia
$15.8K -$12.2K -265 -44%
CTC
387
Central Trust Company
Missouri
$13.7K
SVCP
388
Silicon Valley Capital Partners
California
$13.2K +$138 +3 +1%
JSAM
389
J. Safra Asset Management
New York
$13.2K +$11.8K +258 +956%
MPWT
390
MassMutual Private Wealth & Trust
Connecticut
$12.7K +$1.74K +38 +16%
CWM
391
Compass Wealth Management
Connecticut
$12.1K
RTL
392
Red Tortoise LLC
Georgia
$12K
PFBT
393
Parkside Financial Bank & Trust
Missouri
$11.7K
HI
394
Harbour Investments
Wisconsin
$11.7K
PWMG
395
Private Wealth Management Group
New Jersey
$10.5K
Bessemer Group
396
Bessemer Group
New Jersey
$9K -$964 -21 -10%
VCM
397
Versant Capital Management
Arizona
$8.95K +$1.7K +37 +24%
Mitsubishi UFJ Asset Management
398
Mitsubishi UFJ Asset Management
Japan
$8.06K
CIBC Private Wealth Group
399
CIBC Private Wealth Group
Georgia
$7.88K +$4.22K +92 +119%
VWM
400
Venturi Wealth Management
Texas
$7.6K

WBS Hedge Fund Activity: Q3 2024 in Review

439 of the 6,971 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q3 2024, worth a combined $6.93B — up 8.3% from $6.4B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of WBS and 39 opened new positions — a net loss of 14 holders — while 172 trimmed existing stakes and 156 added.

The largest buyer was Citadel Advisors, adding an estimated $84.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $73.3M.

  • 439 institutional investors held Webster Financial (WBS) as of Q3 2024, down from 456 in Q2 2024.
  • Funds reported $6.93B of Webster Financial stock for Q3 2024, up 8.3% quarter-over-quarter.
  • 39 funds opened new Webster Financial positions in Q3 2024 and 53 closed out, a net change of -14 holders.
  • The largest Webster Financial buyer in Q3 2024 was Citadel Advisors, an estimated $84.4M added.
  • The largest Webster Financial seller in Q3 2024 was T. Rowe Price Associates, an estimated $73.3M sold.

Based on aggregated 13F filings for Q3 2024.