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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
VCM
451
Versant Capital Management
Arizona
$5.63K -$302 -7 -6%
GRP
452
Global Retirement Partners
California
$5.34K +$3.2K +74 +218%
S
453
Sachetta
Massachusetts
$5.23K +$4.45K +103 New
BIA
454
Bell Investment Advisors
California
$5.08K -$519 -12 -11%
WTC
455
WhitTier Trust Company
Nevada
$4.87K +$130 +3 +3%
PTC
456
Private Trust Company
Ohio
$3.96K
PA
457
Pineridge Advisors
Missouri
$3.71K +$3.15K +73 New
HNB
458
Huntington National Bank
Ohio
$3.65K +$3.07K +71 +7,100%
FMII
459
Farmers & Merchants Investments Inc
Nebraska
$3.55K -$216 -5 -7%
AT
460
Arlington Trust
Alabama
$3.45K +$2.94K +68 New
RWPA
461
Richard W. Paul & Associates
Michigan
$3.4K
CAL
462
Capital Analysts LLC
Pennsylvania
$3K
BHWM
463
Bay Harbor Wealth Management
Maryland
$2.84K
Jones Financial Companies
464
Jones Financial Companies
Missouri
$2.69K +$1.51K +35 +194%
NB
465
NBT Bank
New York
$2.59K +$2.2K +51 New
GI
466
Gradient Investments
Minnesota
$2.33K
ASN
467
Advisory Services Network
Georgia
$2.03K +$1.73K +40 New
GKIM
468
GW&K Investment Management
Massachusetts
$2K
RIL
469
Rothschild Investment LLC
Illinois
$1.52K +$1.3K +30 New
SIC
470
SJS Investment Consulting
Ohio
$1.47K -$86 -2 -6%
DPW
471
DiNuzzo Private Wealth
Pennsylvania
$1.42K +$1.21K +28 New
IHWM
472
Iron Horse Wealth Management
Iowa
$1.32K
AW
473
Avion Wealth
Texas
$1K +$562 +13 +108%
AF
474
Advisornet Financial
Minnesota
$964 +$821 +19 New
HI
475
Horizon Investments
North Carolina
$503 +$173 +4 +67%

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.