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WBS

Webster Financial
WBS

Delisted

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

536 hedge funds and large institutions have $11.8B invested in Webster Financial in 2026 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 175 increasing their positions, 192 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $10.2B → $11.8B (+$1.61B)

10% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 59

4.29% more ownership

Funds ownership: 91.26%95.54% (+4.3%)

1% less funds holding

Funds holding: 540536 (-4)

9% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 192

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

45% less call options, than puts

Call options by funds: $3.71M | Put options by funds: $6.73M

Holders
536
Holders Change
-4
Holders Change %
-0.74%
% of All Funds
6.47%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.16%
New
65
Increased
175
Reduced
192
Closed
59
Calls
$3.71M
Puts
$6.73M
Net Calls
-$3.03M
Net Calls Change
-$2.71M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
451
Private Wealth Management Group
New Jersey
$17.2K
PP
452
PFS Partners
New Jersey
$15.6K +$73 +1 +0.5%
JWA
453
JFS Wealth Advisors
Pennsylvania
$15.6K
BWA
454
Basecamp Wealth Advisors
Washington
$15.4K -$73 -1 -0.5%
CI
455
CX Institutional
Indiana
$14K +$145 +2 +1%
SGFG
456
Silver Grove Financial Group
New York
$12.7K +$12.1K +166 New
JWM
457
JPL Wealth Management
Colorado
$12.4K -$800 -11 -6%
BC
458
Barrett & Company
Rhode Island
$11.5K +$10.9K +150 New
PWMG
459
Prestige Wealth Management Group
New Jersey
$11.3K +$364 +5 +3%
FMII
460
Farmers & Merchants Investments Inc
Nebraska
$11.1K -$364 -5 -3%
CTC
461
Central Trust Company
Missouri
$10.9K
BIA
462
Bell Investment Advisors
California
$10.9K -$291 -4 -3%
S
463
Sachetta
Massachusetts
$10.5K -$582 -8 -5%
HNB
464
Huntington National Bank
Ohio
$10.4K +$1.02K +14 +11%
KFAS
465
Keating Financial Advisory Services
Kansas
$10K +$364 +5 +4%
C
466
Covestor
United Kingdom
$10K -$9.16K -126 -49%
APFP
467
Action Point Financial Planning
Michigan
$9.86K +$9.6K +132 New
FFO
468
Fortitude Family Office
Arizona
$9.55K +$509 +7 +6%
AA
469
Ancora Advisors
Ohio
$9.55K -$15.6K -214 -63%
Optiver Holding
470
Optiver Holding
Netherlands
$8.48K +$8.07K +111 New
EWP
471
Elevation Wealth Partners
California
$7.95K +$7.56K +104 New
CJ
472
Caitlin John
Michigan
$7.32K +$73 +1 +1%
PTC
473
Private Trust Company
Ohio
$7.11K -$727 -10 -10%
HNW
474
High Note Wealth
Minnesota
$6.65K
RF
475
Rossby Financial
Florida
$6.19K -$291 -4 -5%

WBS Hedge Fund Activity: Q2 2026 in Review

536 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q2 2026, worth a combined $11.8B — up 16% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new WBS positions and 59 closed out — a net gain of 6 holders — while 175 added to existing stakes and 192 trimmed.

The largest buyer was Barclays, adding an estimated $268M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $151M sold.

  • 536 institutional investors held Webster Financial (WBS) as of Q2 2026, down from 540 in Q1 2026.
  • Funds reported $11.8B of Webster Financial stock for Q2 2026, up 16% quarter-over-quarter.
  • 65 funds opened new Webster Financial positions in Q2 2026 and 59 closed out, a net change of +6 holders.
  • The largest Webster Financial buyer in Q2 2026 was Barclays, an estimated $268M added.
  • The largest Webster Financial seller in Q2 2026 was Balyasny Asset Management, an estimated $151M sold.

Based on aggregated 13F filings for Q2 2026.