We are live on ! Find out more
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
JWA
401
JFS Wealth Advisors
Pennsylvania
$7.22K +$229 +5 +3%
ACM
402
Aster Capital Management
United Arab Emirates
$6.99K +$6.88K +150 New
FCA
403
FinTrust Capital Advisors
South Carolina
$6.53K
PWMG
404
Prestige Wealth Management Group
New Jersey
$6.53K
PP
405
PFS Partners
New Jersey
$6.43K
S
406
Sachetta
Massachusetts
$6.39K -$1.19K -26 -16%
HWM
407
Hemington Wealth Management
Virginia
$6K +$5.83K +127 New
CJ
408
Caitlin John
Michigan
$5.75K +$46 +1 +1%
NECFA
409
New England Capital Financial Advisors
Connecticut
$5.65K +$46 +1 +0.8%
HCP
410
Hexagon Capital Partners
Arkansas
$5.45K +$4.87K +106 +964%
HNB
411
Huntington National Bank
Ohio
$4.85K
BIA
412
Bell Investment Advisors
California
$4.66K
PTC
413
Private Trust Company
Ohio
$4.38K +$734 +16 +21%
CA
414
Clearstead Advisors
Ohio
$4.06K
FMII
415
Farmers & Merchants Investments Inc
Nebraska
$3.26K
CAL
416
Capital Analysts LLC
Pennsylvania
$3K
MG
417
Mather Group
Illinois
$2.42K -$54.5K -1,188 -96%
GKIM
418
GW&K Investment Management
Massachusetts
$2K
AW
419
Avion Wealth
Texas
$2K +$505 +11 +30%
AF
420
Advisornet Financial
Minnesota
$1.82K +$459 +10 +34%
BCMLT
421
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.77K +$1.74K +38 New
DPW
422
DiNuzzo Private Wealth
Pennsylvania
$1.58K +$46 +1 +3%
SIC
423
SJS Investment Consulting
Ohio
$1.58K +$138 +3 +10%
IHWM
424
Iron Horse Wealth Management
Iowa
$1.21K
AAP
425
Arax Advisory Partners
Colorado
$1.17K

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.