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WBS

Webster Financial
WBS

Delisted

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

479 hedge funds and large institutions have $7.61B invested in Webster Financial in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 133 increasing their positions, 174 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

795% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $1.39M

65% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 63

26% more capital invested

Capital invested by funds: $6.02B → $7.61B (+$1.59B)

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

8% more funds holding

Funds holding: 444479 (+35)

0.92% more ownership

Funds ownership: 86.27%87.18% (+0.92%)

24% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 174

Holders
479
Holders Change
+35
Holders Change %
+7.88%
% of All Funds
6.98%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
104
Increased
133
Reduced
174
Closed
63
Calls
$12.4M
Puts
$1.39M
Net Calls
+$11M
Net Calls Change
+$3.41M
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
426
Central Trust Company
Missouri
$14.9K
SVCP
427
Silicon Valley Capital Partners
California
$14K +$130 +3 +1%
CWM
428
Compass Wealth Management
Connecticut
$13.1K
RTL
429
Red Tortoise LLC
Georgia
$13K
HI
430
Harbour Investments
Wisconsin
$12.9K
QL
431
Quarry LP
New York
$12.9K +$11K +254 New
WT
432
Whittier Trust
California
$12.5K
PMAM
433
Picton Mahoney Asset Management
Ontario, Canada
$12K +$10.4K +240 New
PCM
434
Peregrine Capital Management
Minnesota
$11.1K
Bessemer Group
435
Bessemer Group
New Jersey
$11K
MPWT
436
MassMutual Private Wealth & Trust
Connecticut
$10.4K -$4.45K -103 -33%
FWM
437
Focused Wealth Management
New York
$10.4K
FFA
438
Farther Finance Advisors
California
$10.1K +$7.65K +177 +805%
PFBT
439
Parkside Financial Bank & Trust
Missouri
$9.44K -$4.62K -107 -37%
GWS
440
Glassman Wealth Services
Virginia
$9.14K
HFM
441
Harvest Fund Management
China
$9K
RCM
442
Raleigh Capital Management
North Carolina
$8.87K
CJ
443
Caitlin John
Michigan
$8.52K +$7.26K +168 New
VWM
444
Venturi Wealth Management
Texas
$8.27K
JWA
445
JFS Wealth Advisors
Pennsylvania
$7.61K +$2.81K +65 +76%
ZB
446
Zions Bancorporation
Utah
$7.46K -$4.58K -106 -42%
PWMG
447
Prestige Wealth Management Group
New Jersey
$7.11K
PP
448
PFS Partners
New Jersey
$7K
VNA
449
Valley National Advisers
Pennsylvania
$6K +$5.4K +125 New
NECFA
450
New England Capital Financial Advisors
Connecticut
$6K -$23.4K -541 -82%

WBS Hedge Fund Activity: Q4 2023 in Review

479 of the 6,865 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q4 2023, worth a combined $7.61B — up 26% from $6.02B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new WBS positions and 63 closed out — a net gain of 41 holders — while 133 added to existing stakes and 174 trimmed.

The largest buyer was Millennium Management, adding an estimated $84.7M. The largest seller was BlackRock, cutting an estimated $86.1M.

  • 479 institutional investors held Webster Financial (WBS) as of Q4 2023, up from 444 in Q3 2023.
  • Funds reported $7.61B of Webster Financial stock for Q4 2023, up 26% quarter-over-quarter.
  • 104 funds opened new Webster Financial positions in Q4 2023 and 63 closed out, a net change of +41 holders.
  • The largest Webster Financial buyer in Q4 2023 was Millennium Management, an estimated $84.7M added.
  • The largest Webster Financial seller in Q4 2023 was BlackRock, an estimated $86.1M sold.

Based on aggregated 13F filings for Q4 2023.