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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
BW
476
Bravera Wealth
North Dakota
$5.81K
TWD
477
True Wealth Design
Ohio
$5.35K -$4.36K -60 -46%
RWM
478
Rialto Wealth Management
New York
$5.2K +$1.89K +26 +62%
TM
479
Torren Management
California
$5.05K +$291 +4 +6%
SC
480
SouthState Corp
Florida
$4.82K
CA
481
Clearstead Advisors
Ohio
$4.59K +$145 +2 +3%
HWP
482
Highline Wealth Partners
California
$4.51K -$655 -9 -13%
AG
483
AmeriFlex Group
Nevada
$4.36K +$4.14K +57 New
MEG
484
Millstone Evans Group
Colorado
$4.05K
AW
485
Avion Wealth
Texas
$4K
GA
486
GoalVest Advisory
New York
$3.82K +$3.64K +50 New
CFM
487
Compass Financial Management
Florida
$3.67K +$3.49K +48 New
CH
488
Cromwell Holdings
Wyoming
$3.44K +$1.24K +17 +61%
HI
489
Horizon Investments
North Carolina
$3.27K -$3.13K -43 -50%
PWA
490
Physician Wealth Advisors
Utah
$3.21K +$1.02K +14 +50%
CCWM
491
Cassaday & Co Wealth Management
Virginia
$3.13K
EP
492
Essential Partners
California
$3.13K -$702K -9,649 -100%
EC
493
Elequin Capital
New York
$3.13K
PS
494
Planning Strategies
Pennsylvania
$3.13K +$2.98K +41 New
GKIM
495
GW&K Investment Management
Massachusetts
$3K
DPW
496
DiNuzzo Private Wealth
Pennsylvania
$2.67K
SIC
497
SJS Investment Consulting
Ohio
$2.52K +$73 +1 +3%
PPC
498
Park Place Capital
Alabama
$2.44K
HI
499
Harbour Investments
Wisconsin
$2.44K +$727 +10 +45%
FCAS
500
First Command Advisory Services
Texas
$2.37K

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.