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WBS

Webster Financial
WBS

Delisted

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

456 hedge funds and large institutions have $6.4B invested in Webster Financial in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 150 increasing their positions, 180 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.43% less ownership

Funds ownership: 87.11%85.67% (-1.4%)

3% less funds holding

Funds holding: 471456 (-15)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

14% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 69

16% less capital invested

Capital invested by funds: $7.59B → $6.4B (-$1.19B)

17% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 180

53% less call options, than puts

Call options by funds: $7.95M | Put options by funds: $16.8M

Holders
456
Holders Change
-15
Holders Change %
-3.18%
% of All Funds
6.58%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
59
Increased
150
Reduced
180
Closed
69
Calls
$7.95M
Puts
$16.8M
Net Calls
-$8.81M
Net Calls Change
+$1.92M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
426
Janiczek Wealth Management
Colorado
$3.44K +$3.52K +79 New
PTC
427
Private Trust Company
Ohio
$3.4K -$712 -16 -17%
CIBC Private Wealth Group
428
CIBC Private Wealth Group
Georgia
$3.3K
FMII
429
Farmers & Merchants Investments Inc
Nebraska
$3.05K
CAL
430
Capital Analysts LLC
Pennsylvania
$3K
NB
431
NBT Bank
New York
$2.26K +$45 +1 +2%
GKIM
432
GW&K Investment Management
Massachusetts
$2K
FNWA
433
Financial Network Wealth Advisors
Utah
$1.93K +$1.96K +44 New
HT
434
Headlands Technologies
Illinois
$1.53K -$374K -8,409 -100%
BWP
435
Baldwin Wealth Partners
Massachusetts
$1.53K +$1.56K +35 New
FFA
436
Frazier Financial Advisors
Ohio
$1.44K -$3.16K -71 -68%
DPW
437
DiNuzzo Private Wealth
Pennsylvania
$1.44K +$223 +5 +18%
KHC
438
Koesten Hirschmann & Crabtree
Kansas
$1.37K
SIC
439
SJS Investment Consulting
Ohio
$1.35K
AF
440
Advisornet Financial
Minnesota
$1.26K +$891 +20 +222%
JSAM
441
J. Safra Asset Management
New York
$1.18K +$1.2K +27 New
IHWM
442
Iron Horse Wealth Management
Iowa
$1.13K
AAP
443
Arax Advisory Partners
Colorado
$1.09K +$1.11K +25 New
TSMHT
444
Thurston Springer Miller Herd & Titak
Indiana
$1.09K +$1.11K +25 New
AW
445
Avion Wealth
Texas
$1K -$401 -9 -20%
JFGIW
446
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$785 +$802 +18 New
HCP
447
Hexagon Capital Partners
Arkansas
$480 +$490 +11 New
CA
448
Continuum Advisory
Idaho
$479
RCM
449
Raleigh Capital Management
North Carolina
$436 -$2.85K -64 -86%
RIL
450
Rothschild Investment LLC
Illinois
$436 -$891 -20 -67%

WBS Hedge Fund Activity: Q2 2024 in Review

456 of the 6,931 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q2 2024, worth a combined $6.4B — down 16% from $7.59B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of WBS and 59 opened new positions — a net loss of 10 holders — while 180 trimmed existing stakes and 150 added.

The largest buyer was Dimensional Fund Advisors, adding an estimated $53.7M. The largest seller was Capital International Investors, cutting an estimated $167M.

  • 456 institutional investors held Webster Financial (WBS) as of Q2 2024, down from 471 in Q1 2024.
  • Funds reported $6.4B of Webster Financial stock for Q2 2024, down 16% quarter-over-quarter.
  • 59 funds opened new Webster Financial positions in Q2 2024 and 69 closed out, a net change of -10 holders.
  • The largest Webster Financial buyer in Q2 2024 was Dimensional Fund Advisors, an estimated $53.7M added.
  • The largest Webster Financial seller in Q2 2024 was Capital International Investors, an estimated $167M sold.

Based on aggregated 13F filings for Q2 2024.