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WBS

Webster Financial
WBS

Delisted

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

457 hedge funds and large institutions have $5.96B invested in Webster Financial in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 169 increasing their positions, 171 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 48

0.5% more ownership

Funds ownership: 86.4%86.9% (+0.5%)

1% less funds holding

Funds holding: 461457 (-4)

1% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 171

8% less call options, than puts

Call options by funds: $3.76M | Put options by funds: $4.07M

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

14% less capital invested

Capital invested by funds: $6.94B → $5.96B (-$979M)

Holders
457
Holders Change
-4
Holders Change %
-0.87%
% of All Funds
7.28%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
51
Increased
169
Reduced
171
Closed
48
Calls
$3.76M
Puts
$4.07M
Net Calls
-$312K
Net Calls Change
-$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$716M +$15.8M +328,777 +2%
BlackRock
2
BlackRock
New York
$690M +$17.4M +362,728 +2%
State Street
3
State Street
Massachusetts
$312M +$33.9M +707,001 +10%
Capital International Investors
4
Capital International Investors
California
$277M -$63.4M -1,319,887 -16%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$247M +$5.79M +120,649 +2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$200M +$55.8M +1,162,663 +30%
Invesco
7
Invesco
Georgia
$194M +$21.5M +448,106 +10%
Macquarie Group
8
Macquarie Group
Australia
$165M +$153K +3,198 +0.1%
Citadel Advisors
9
Citadel Advisors
Florida
$145M +$841K +17,518 +0.5%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$145M -$4.32M -90,104 -2%
Diamond Hill Capital Management
11
Diamond Hill Capital Management
Ohio
$112M -$10.5M -217,766 -7%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$107M +$42.5K +886 +0%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$98.9M +$5.22M +108,761 +5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$96.1M -$7.42M -154,604 -6%
Principal Financial Group
15
Principal Financial Group
Iowa
$93.6M -$2.54M -52,965 -2%
Pzena Investment Management
16
Pzena Investment Management
New York
$83.1M -$4.18M -87,047 -4%
WA
17
Wasatch Advisors
Utah
$78.7M +$474K +9,881 +0.5%
Norges Bank
18
Norges Bank
Norway
$72.5M +$2.41M +50,276 +3%
EARNEST Partners
19
EARNEST Partners
Georgia
$71.1M +$4.03M +83,986 +5%
Bank of America
20
Bank of America
North Carolina
$70.1M +$6.76M +140,808 +9%
Millennium Management
21
Millennium Management
New York
$64.4M +$31.5M +657,093 +67%
BCM
22
Basswood Capital Management
New York
$63.3M +$23M +478,452 +42%
AllianceBernstein
23
AllianceBernstein
Tennessee
$62M -$14.8M -308,805 -16%
DAM
24
Davis Asset Management
California
$59.1M +$34.6M +721,250 +93%
Northern Trust
25
Northern Trust
Illinois
$58.1M -$275K -5,733 -0.4%

WBS Hedge Fund Activity: Q1 2023 in Review

457 of the 6,279 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q1 2023, worth a combined $5.96B — down 14% from $6.94B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new WBS positions and 48 closed out — a net gain of 3 holders — while 169 added to existing stakes and 171 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $55.8M. The largest seller was Charles Schwab, cutting an estimated $132M.

  • 457 institutional investors held Webster Financial (WBS) as of Q1 2023, down from 461 in Q4 2022.
  • Funds reported $5.96B of Webster Financial stock for Q1 2023, down 14% quarter-over-quarter.
  • 51 funds opened new Webster Financial positions in Q1 2023 and 48 closed out, a net change of +3 holders.
  • The largest Webster Financial buyer in Q1 2023 was Fidelity Investments, an estimated $55.8M added.
  • The largest Webster Financial seller in Q1 2023 was Charles Schwab, an estimated $132M sold.

Based on aggregated 13F filings for Q1 2023.