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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
LFAS
476
Level Four Advisory Services
Texas
-$425K -8,383 Closed
AC
477
AXQ Capital
New Jersey
-$396K -7,800 Closed
BMCM
478
Burns Matteson Capital Management
New York
-$388K -7,642 Closed
OTL
479
Oak Thistle LLC
New York
-$386K -7,608 Closed
LGA
480
Lebenthal Global Advisors
New York
-$338K -6,653 Closed
MM
481
MQS Management
New York
-$313K -6,166 Closed
FA
482
FDx Advisors
Illinois
-$285K -5,616 Closed
ESB
483
Essex Savings Bank
Connecticut
-$285K -5,608 Closed
PAS
484
Park Avenue Securities
New York
-$264K -5,196 Closed
WS
485
Wedbush Securities
California
-$263K -5,190 Closed
PM
486
Penbrook Management
New York
-$260K -5,130 Closed
Simplex Trading
487
Simplex Trading
Illinois
-$222K -4,988 Closed
XT
488
XTX Topco
Cayman Islands
-$250K -4,928 Closed
VAS
489
Vestmark Advisory Solutions
Massachusetts
-$249K -4,912 Closed
TPI
490
Trust Point Inc
Wisconsin
-$245K -4,835 Closed
1WM
491
1858 Wealth Management
Ohio
-$244K -4,801 Closed
AI
492
Atom Investors
Texas
-$239K -4,713 Closed
RVPG
493
Relative Value Partners Group
-$227K -4,581 Closed
ISL
494
Ingalls & Snyder LLC
New York
-$231K -4,556 Closed
BMC
495
Benin Management Corp
Connecticut
-$228K -4,500 Closed
FFM
496
Forum Financial Management
Illinois
-$227K -4,467 Closed
Mercer Global Advisors
497
Mercer Global Advisors
Colorado
-$225K -4,423 Closed
MYAM
498
Meiji Yasuda Asset Management
Japan
-$224K -4,407 Closed
William Blair Investment Management
499
William Blair Investment Management
Illinois
-$214K -4,207 Closed
Brown Advisory
500
Brown Advisory
Maryland
-$212K -4,183 Closed

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.