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Webster Financial

470 hedge funds and large institutions have $8.4B invested in Webster Financial in 2024 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 162 increasing their positions, 165 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more call options, than puts

Call options by funds: $29.5M | Put options by funds: $6.57M

106% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 36

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

21% more capital invested

Capital invested by funds: $6.93B → $8.4B (+$1.47B)

7% more funds holding

Funds holding: 438470 (+32)

1.98% more ownership

Funds ownership: 86.77%88.75% (+2%)

2% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 165

Holders
470
Holders Change
+32
Holders Change %
+7.31%
% of All Funds
6.19%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
74
Increased
162
Reduced
165
Closed
36
Calls
$29.5M
Puts
$6.57M
Net Calls
+$23M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
251
Wealth Enhancement Advisory Services
Minnesota
$600K +$80.1K +1,459 +16%
FL
252
Fourthstone LLC
Missouri
$596K -$3.92M -71,300 -87%
Wolverine Trading
253
Wolverine Trading
Illinois
$585K +$2.03K +37 +0.3%
1C
254
111 Capital
France
$578K +$575K +10,467 New
I
255
InceptionR
California
$578K +$575K +10,459 New
DWA
256
Douglass Winthrop Advisors
New York
$563K -$5.49K -100 -1%
FFA
257
First Foundation Advisors
California
$555K -$1.53M -27,819 -73%
SAM
258
Shell Asset Management
Netherlands
$550K -$659 -12 -0.1%
PA
259
Profund Advisors
Maryland
$545K +$63.8K +1,161 +13%
CGH
260
Crossmark Global Holdings
Texas
$541K +$3.41K +62 +0.6%
MSRPS
261
Maryland State Retirement & Pension System
Maryland
$538K
NP
262
NorthRock Partners
Minnesota
$530K +$31.1K +567 +6%
CWM
263
Circle Wealth Management
New Jersey
$528K -$159K -2,894 -23%
TCM
264
Teza Capital Management
Illinois
$516K +$514K +9,352 New
Simplex Trading
265
Simplex Trading
Illinois
$512K +$139K +2,537 +38%
URS
266
Utah Retirement Systems
Utah
$507K
LAM
267
LECAP Asset Management
United Kingdom
$506K +$503K +9,161 New
OSAM
268
O'Shaughnessy Asset Management
Connecticut
$505K +$72.3K +1,316 +17%
PAM
269
Panagora Asset Management
Massachusetts
$502K +$73.3K +1,335 +17%
ECM
270
Evergreen Capital Management
Washington
$498K +$33.3K +606 +7%
CL
271
Choreo LLC
Illinois
$493K -$137K -2,489 -22%
WB
272
Webster Bank
Connecticut
$486K -$2.62M -47,725 -84%
Envestnet Portfolio Solutions
273
Envestnet Portfolio Solutions
Illinois
$479K -$13.4K -244 -3%
Focus Partners Wealth
274
Focus Partners Wealth
Massachusetts
$479K -$3.79M -68,972 -89%
FMI
275
F/M Investments
District of Columbia
$446K +$444K +8,082 New

WBS Hedge Fund Activity: Q4 2024 in Review

470 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q4 2024, worth a combined $8.4B — up 21% from $6.93B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new WBS positions and 36 closed out — a net gain of 38 holders — while 162 added to existing stakes and 165 trimmed.

The largest buyer was Verition Fund Management, adding an estimated $60.1M. The largest seller was Citadel Advisors, cutting an estimated $121M.

  • 470 institutional investors held Webster Financial (WBS) as of Q4 2024, up from 438 in Q3 2024.
  • Funds reported $8.4B of Webster Financial stock for Q4 2024, up 21% quarter-over-quarter.
  • 74 funds opened new Webster Financial positions in Q4 2024 and 36 closed out, a net change of +38 holders.
  • The largest Webster Financial buyer in Q4 2024 was Verition Fund Management, an estimated $60.1M added.
  • The largest Webster Financial seller in Q4 2024 was Citadel Advisors, an estimated $121M sold.

Based on aggregated 13F filings for Q4 2024.