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WBS

Webster Financial
WBS

Delisted

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

444 hedge funds and large institutions have $6.02B invested in Webster Financial in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 141 increasing their positions, 194 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

519% more call options, than puts

Call options by funds: $9.1M | Put options by funds: $1.47M

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

5% more capital invested

Capital invested by funds: $5.72B → $6.02B (+$303M)

2% more funds holding

Funds holding: 437444 (+7)

0.81% less ownership

Funds ownership: 87.08%86.27% (-0.81%)

27% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 194

Holders
444
Holders Change
+7
Holders Change %
+1.6%
% of All Funds
7.04%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
37
Increased
141
Reduced
194
Closed
26
Calls
$9.1M
Puts
$1.47M
Net Calls
+$7.63M
Net Calls Change
+$7.08M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
401
Compass Wealth Management
Connecticut
$10.4K +$11K +259 New
RTL
402
Red Tortoise LLC
Georgia
$10.4K
HI
403
Harbour Investments
Wisconsin
$10.3K -$27.6K -650 -72%
ZB
404
Zions Bancorporation
Utah
$10.2K
WT
405
Whittier Trust
California
$9.96K
Bessemer Group
406
Bessemer Group
New Jersey
$9K -$4.13K -97 -32%
Loomis, Sayles & Company
407
Loomis, Sayles & Company
Massachusetts
$9K +$9.65K +227 New
PCM
408
Peregrine Capital Management
Minnesota
$8.83K
FWM
409
Focused Wealth Management
New York
$8.26K
GWS
410
Glassman Wealth Services
Virginia
$7.26K
RCM
411
Raleigh Capital Management
North Carolina
$7.04K +$43 +1 +0.6%
HFM
412
Harvest Fund Management
China
$7K
VWM
413
Venturi Wealth Management
Texas
$6.57K
PWMG
414
Prestige Wealth Management Group
New Jersey
$5.64K
PP
415
PFS Partners
New Jersey
$5.56K
UB
416
UMB Bank
Missouri
$5.28K
PVH
417
Psagot Value Holdings
Israel
$5K -$3.57K -84 -41%
VCM
418
Versant Capital Management
Arizona
$4.76K
BIA
419
Bell Investment Advisors
California
$4.51K +$468 +11 +11%
WTC
420
WhitTier Trust Company
Nevada
$3.75K -$298 -7 -7%
JWA
421
JFS Wealth Advisors
Pennsylvania
$3.43K -$936 -22 -21%
PTC
422
Private Trust Company
Ohio
$3.14K
FMII
423
Farmers & Merchants Investments Inc
Nebraska
$3.02K -$213 -5 -6%
CAL
424
Capital Analysts LLC
Pennsylvania
$3K
SFG
425
Steward Financial Group
Texas
$3K +$4.21K +99 New

WBS Hedge Fund Activity: Q3 2023 in Review

444 of the 6,304 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q3 2023, worth a combined $6.02B — up 5.3% from $5.72B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new WBS positions and 26 closed out — a net gain of 11 holders — while 141 added to existing stakes and 194 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $57M. The largest seller was Wasatch Advisors, exiting entirely with an estimated $72M sold.

  • 444 institutional investors held Webster Financial (WBS) as of Q3 2023, up from 437 in Q2 2023.
  • Funds reported $6.02B of Webster Financial stock for Q3 2023, up 5.3% quarter-over-quarter.
  • 37 funds opened new Webster Financial positions in Q3 2023 and 26 closed out, a net change of +11 holders.
  • The largest Webster Financial buyer in Q3 2023 was Fidelity Investments, an estimated $57M added.
  • The largest Webster Financial seller in Q3 2023 was Wasatch Advisors, an estimated $72M sold.

Based on aggregated 13F filings for Q3 2023.