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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
JSW
301
Journey Strategic Wealth
New Jersey
$356K
AI
302
Atom Investors
Texas
$338K +$336K +6,114 New
First Eagle Investment Management
303
First Eagle Investment Management
New York
$337K +$335K +6,102 New
TPI
304
Trust Point Inc
Wisconsin
$330K +$329K +5,983 New
PCMC
305
Paragon Capital Management (Colorado)
Colorado
$329K -$5.49K -100 -2%
GT
306
Greenleaf Trust
Michigan
$327K +$7.36K +134 +2%
Cambridge Investment Research Advisors
307
Cambridge Investment Research Advisors
Iowa
$327K -$39.3K -715 -11%
Kovitz Investment Group Partners
308
Kovitz Investment Group Partners
Illinois
$326K +$10.2K +186 +3%
FFM
309
Forum Financial Management
Illinois
$324K +$76.2K +1,388 +31%
BHPW
310
Beverly Hills Private Wealth
California
$320K -$36.7K -669 -10%
BFS
311
Bradley Foster & Sargent
Connecticut
$320K -$69.7K -1,269 -18%
EWA
312
EP Wealth Advisors
California
$317K +$28.1K +512 +10%
HWM
313
HB Wealth Management
Georgia
$316K +$314K +5,718 New
First Manhattan
314
First Manhattan
New York
$316K -$169K -3,085 -35%
BFG
315
Bleakley Financial Group
New Jersey
$313K +$4.28K +78 +1%
EI
316
Ethic Inc
New York
$302K -$20.3K -370 -6%
William Blair & Company
317
William Blair & Company
Illinois
$298K
BCM
318
Brookstone Capital Management
Illinois
$298K +$296K +5,396 New
CIBC Asset Management
319
CIBC Asset Management
Ontario, Canada
$291K +$15.1K +274 +5%
SIG
320
Sky Investment Group
Connecticut
$286K
CAM
321
CenterStar Asset Management
Illinois
$286K +$284K +5,174 New
RAM
322
Readystate Asset Management
Illinois
$283K +$282K +5,125 New
FCM
323
Firestone Capital Management
Florida
$281K
ClearBridge Investments
324
ClearBridge Investments
New York
$277K
NA
325
NewEdge Advisors
Louisiana
$276K +$210K +3,832 +328%

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.