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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
AW
451
Avion Wealth
Texas
$3K +$1.03K +21 +84%
BHWM
452
Bay Harbor Wealth Management
Maryland
$2.79K -$49 -1 -2%
NB
453
NBT Bank
New York
$2.61K
UB
454
UMB Bank
Missouri
$2.33K +$2.25K +46 New
GKIM
455
GW&K Investment Management
Massachusetts
$2K
SIC
456
SJS Investment Consulting
Ohio
$1.57K +$98 +2 +7%
RIL
457
Rothschild Investment LLC
Illinois
$1.52K
DPW
458
DiNuzzo Private Wealth
Pennsylvania
$1.42K
KHC
459
Koesten Hirschmann & Crabtree
Kansas
$1.37K +$1.32K +27 New
GWM
460
Geneos Wealth Management
Colorado
$1.32K -$43.5K -889 -97%
IHWM
461
Iron Horse Wealth Management
Iowa
$1.32K
GI
462
Gradient Investments
Minnesota
$965 -$1.32K -27 -59%
IPW
463
Impact Partnership Wealth
Georgia
$914 -$318K -6,498 -100%
MG
464
Mather Group
Illinois
$812 +$782 +16 New
AFWM
465
Abich Financial Wealth Management
Virginia
$508 -$41.1K -840 -99%
CA
466
Continuum Advisory
Idaho
$505 +$538 +11 New
AF
467
Advisornet Financial
Minnesota
$457 -$489 -10 -53%
TWP
468
TFO Wealth Partners
Ohio
$305
DWA
469
Delos Wealth Advisors
Texas
$305 +$293 +6 New
PA
470
PSI Advisors
Florida
$102
A
471
AustralianSuper
Australia
-$9.39M -184,986 Closed
WMSA
472
Weiss Multi-Strategy Advisers
New York
-$8.92M -175,664 Closed
FL
473
Fourthstone LLC
Missouri
-$7.46M -147,018 Closed
LCG
474
Lisanti Capital Growth
New York
-$7.24M -142,710 Closed
PCOC
475
Power Corp of Canada
Canada
-$6.33M -124,769 Closed

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.