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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
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$443K +$154K +2,807 +54%
ProShare Advisors
277
ProShare Advisors
Maryland
$443K +$30K +547 +7%
EWM
278
Evercore Wealth Management
New York
$439K
CCM
279
Coldstream Capital Management
Washington
$438K -$10.1K -183 -2%
Cerity Partners
280
Cerity Partners
New York
$436K -$42.1K -766 -8%
SAI
281
Systematic Alpha Investments
New Jersey
$430K
QC
282
Quadrature Capital
United Kingdom
$427K -$282K -5,129 -40%
PCM
283
PenderFund Capital Management
British Columbia, Canada
$426K +$8.95K +163 +3%
OTL
284
Oak Thistle LLC
New York
$419K -$125K -2,284 -23%
WPC
285
Wedmont Private Capital
Pennsylvania
$409K +$13K +237 +3%
VCA
286
Verdence Capital Advisors
Maryland
$403K -$73.3K -1,334 -15%
II
287
Inspire Investing
Idaho
$403K -$84.3K -1,535 -17%
MML Investors Services
288
MML Investors Services
Massachusetts
$402K +$26K +474 +7%
MC
289
Maverick Capital
Texas
$397K -$1.16M -21,102 -75%
US Bancorp
290
US Bancorp
Minnesota
$394K +$10.5K +192 +3%
GS
291
GTS Securities
New York
$387K +$385K +7,006 New
SAM
292
Silvercrest Asset Management
New York
$386K
DekaBank Deutsche Girozentrale
293
DekaBank Deutsche Girozentrale
Germany
$376K
PAP
294
Persistent Asset Partners
Hong Kong
$374K +$341K +6,211 New
XT
295
XTX Topco
Cayman Islands
$368K -$447K -8,130 -55%
M&T Bank
296
M&T Bank
New York
$365K +$25.3K +460 +7%
BTI
297
Blue Trust Inc
Georgia
$365K -$67.1K -1,221 -16%
FTWA
298
Fifth Third Wealth Advisors
Ohio
$363K -$439 -8 -0.1%
S
299
SignatureFD
Georgia
$362K +$4.23K +77 +1%
SCM
300
Shelton Capital Management
Colorado
$357K -$17K -310 -5%

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.