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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
Mitsubishi UFJ Trust & Banking
326
Mitsubishi UFJ Trust & Banking
Japan
$273K -$267K -4,855 -50%
HWAM
327
Hennion & Walsh Asset Management
New Jersey
$269K +$268K +4,870 New
PM
328
Penbrook Management
New York
$267K +$11K +200 +4%
LWMM
329
Legacy Wealth Management (Mississippi)
Mississippi
$265K -$64.8K -1,180 -20%
ECM
330
Everence Capital Management
Indiana
$252K +$251K +4,570 New
PI
331
PFG Investments
New York
$250K +$6.37K +116 +3%
William Blair Investment Management
332
William Blair Investment Management
Illinois
$248K -$60.5K -1,101 -20%
PAS
333
Park Avenue Securities
New York
$246K +$244K +4,451 New
PWM
334
Perigon Wealth Management
California
$238K +$226K +4,116 New
BMC
335
Benin Management Corp
Connecticut
$237K
AFCM
336
Applied Finance Capital Management
Puerto Rico
$234K +$233K +4,238 New
PAS
337
Point72 Asia (Singapore)
Singapore
$233K -$134K -2,435 -37%
MYAM
338
Meiji Yasuda Asset Management
Japan
$233K +$232K +4,218 New
VWM
339
Venturi Wealth Management
Texas
$233K +$223K +4,053 +2,487%
WIA
340
Wetzel Investment Advisors
Indiana
$232K +$231K +4,200 New
BMO
341
Beck Mack & Oliver
New York
$226K +$225K +4,091 New
AAS
342
Avantax Advisory Services
Texas
$225K +$224K +4,078 New
SW
343
SlateStone Wealth
Florida
$223K +$222K +4,039 New
IFU
344
iSAM Funds (UK)
United Kingdom
$222K +$220K +4,012 New
GLA
345
Great Lakes Advisors
Illinois
$220K -$40.6K -740 -16%
PTP
346
Platform Technology Partners
New York
$215K +$214K +3,900 New
VVP
347
Venture Visionary Partners
Ohio
$213K +$212K +3,864 New
IWC
348
Integrated Wealth Concepts
Massachusetts
$210K +$209K +3,801 New
NB
349
NBT Bank
New York
$207K +$55 +1 +0%
CNBT
350
Canandaigua National Bank & Trust
New York
$206K +$205K +3,738 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.