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WBS

Webster Financial
WBS

Delisted

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

471 hedge funds and large institutions have $7.59B invested in Webster Financial in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 168 increasing their positions, 160 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 160

0.08% less ownership

Funds ownership: 87.18%87.11% (-0.08%)

0% less capital invested

Capital invested by funds: $7.61B → $7.59B (-$20.4M)

8% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 59

2% less funds holding

Funds holding: 479471 (-8)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

43% less call options, than puts

Call options by funds: $14.5M | Put options by funds: $25.2M

Holders
471
Holders Change
-8
Holders Change %
-1.67%
% of All Funds
6.78%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
54
Increased
168
Reduced
160
Closed
59
Calls
$14.5M
Puts
$25.2M
Net Calls
-$10.7M
Net Calls Change
-$21.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
426
MassMutual Private Wealth & Trust
Connecticut
$9.54K -$831 -17 -8%
Mitsubishi UFJ Asset Management
427
Mitsubishi UFJ Asset Management
Japan
$8.78K -$449K -9,177 -98%
VWM
428
Venturi Wealth Management
Texas
$8.28K
JWA
429
JFS Wealth Advisors
Pennsylvania
$7.62K
ZB
430
Zions Bancorporation
Utah
$7.46K
PWMG
431
Prestige Wealth Management Group
New Jersey
$7.11K
PP
432
PFS Partners
New Jersey
$7.01K
PCM
433
Palouse Capital Management
Washington
$6.4K +$6.16K +126 New
NECFA
434
New England Capital Financial Advisors
Connecticut
$6.05K +$49 +1 +0.8%
VNA
435
Valley National Advisers
Pennsylvania
$6K +$245 +5 +4%
VCM
436
Versant Capital Management
Arizona
$5.63K
FFA
437
Frazier Financial Advisors
Ohio
$5.28K +$5.09K +104 New
S
438
Sachetta
Massachusetts
$5.23K
BIA
439
Bell Investment Advisors
California
$5.08K
WTC
440
WhitTier Trust Company
Nevada
$4.97K +$98 +2 +2%
CJ
441
Caitlin John
Michigan
$4.79K -$3.62K -74 -44%
PTC
442
Private Trust Company
Ohio
$4.77K +$782 +16 +21%
HNB
443
Huntington National Bank
Ohio
$4.16K +$489 +10 +14%
CIBC Private Wealth Group
444
CIBC Private Wealth Group
Georgia
$3.81K +$3.77K +77 New
RCM
445
Raleigh Capital Management
North Carolina
$3.76K -$4.94K -101 -58%
PA
446
Pineridge Advisors
Missouri
$3.71K
PPC
447
Park Place Capital
Alabama
$3.65K +$3.52K +72 New
FMII
448
Farmers & Merchants Investments Inc
Nebraska
$3.55K
RWPA
449
Richard W. Paul & Associates
Michigan
$3.4K
CAL
450
Capital Analysts LLC
Pennsylvania
$3K

WBS Hedge Fund Activity: Q1 2024 in Review

471 of the 6,948 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q1 2024, worth a combined $7.59B — down 0.27% from $7.61B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of WBS and 54 opened new positions — a net loss of 5 holders — while 160 trimmed existing stakes and 168 added.

The largest buyer was Citadel Advisors, adding an estimated $71.6M. The largest seller was Morgan Stanley, cutting an estimated $41.7M.

  • 471 institutional investors held Webster Financial (WBS) as of Q1 2024, down from 479 in Q4 2023.
  • Funds reported $7.59B of Webster Financial stock for Q1 2024, down 0.27% quarter-over-quarter.
  • 54 funds opened new Webster Financial positions in Q1 2024 and 59 closed out, a net change of -5 holders.
  • The largest Webster Financial buyer in Q1 2024 was Citadel Advisors, an estimated $71.6M added.
  • The largest Webster Financial seller in Q1 2024 was Morgan Stanley, an estimated $41.7M sold.

Based on aggregated 13F filings for Q1 2024.