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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
Walleye Capital
351
Walleye Capital
New York
$198K -$719K -13,083 -78%
AAM
352
Advisors Asset Management
Colorado
$197K +$196K +3,572 New
Northwestern Mutual Wealth Management
353
Northwestern Mutual Wealth Management
Wisconsin
$194K +$25.4K +463 +15%
CPBTD
354
Central Pacific Bank - Trust Division
Hawaii
$183K +$29.1K +530 +19%
SPIA
355
Steward Partners Investment Advisory
New York
$178K -$1.04K -19 -0.6%
CFGS
356
Concourse Financial Group Securities
Alabama
$163K -$20.7K -377 -12%
HWM
357
HighMark Wealth Management
Minnesota
$155K +$1.04K +19 +0.7%
CI Investments Inc
358
CI Investments Inc
Ontario, Canada
$147K -$2.91K -53 -2%
SDIC
359
South Dakota Investment Council
South Dakota
$146K
AssetMark Inc
360
AssetMark Inc
California
$138K -$6.15K -112 -4%
HFM
361
Hartford Financial Management
Connecticut
$119K -$3.68K -67 -3%
SAM
362
Smartleaf Asset Management
Massachusetts
$115K +$37K +674 +47%
C
363
Covestor
United Kingdom
$113K +$8.35K +152 +8%
GI
364
GAMMA Investing
California
$113K +$14.5K +264 +15%
SG Americas Securities
365
SG Americas Securities
New York
$108K -$170K -3,092 -61%
GBT
366
Grove Bank & Trust
Florida
$105K +$104K +1,901 New
WT
367
Washington Trust
Rhode Island
$86.7K -$220 -4 -0.3%
QCG
368
Quadrant Capital Group
Ohio
$84.3K -$3.02K -55 -3%
Nomura Asset Management
369
Nomura Asset Management
Japan
$77.9K
CFB
370
Cullen/Frost Bankers
Texas
$71.8K
GRP
371
Global Retirement Partners
California
$71.3K -$110 -2 -0.2%
ACM
372
Aster Capital Management
United Arab Emirates
$69.8K +$61.2K +1,114 +743%
USB
373
Union Savings Bank
Connecticut
$69.5K
BC
374
Bayforest Capital
United Kingdom
$68.3K +$67.9K +1,237 New
QL
375
Quarry LP
New York
$65.3K +$7.75K +141 +14%

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.