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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
FHA
376
First Horizon Advisors
Tennessee
$65K -$12.1K -220 -16%
BIG
377
Brooklyn Investment Group
New York
$63.1K
CIAM
378
Caitong International Asset Management
Hong Kong
$62.5K +$62.1K +1,131 New
UB
379
UMB Bank
Missouri
$61.8K +$28.8K +524 +88%
HNB
380
Hilltop National Bank
Wyoming
$61.1K -$6.54K -119 -10%
SAS
381
Spurstone Advisory Services
Connecticut
$61K +$60.6K +1,104 New
AWM
382
Avior Wealth Management
Nebraska
$57.9K -$549 -10 -0.9%
EWA
383
EverSource Wealth Advisors
Alabama
$54.1K +$5.33K +97 +11%
WA
384
WPG Advisers
Maryland
$50.3K +$50K +911 New
BGAI
385
Bruce G. Allen Investments
Colorado
$48.9K
FMP
386
Financial Management Professionals
Texas
$46.6K -$330 -6 -0.7%
RS
387
R Squared
Hong Kong
$42.5K +$42.3K +770 New
PS
388
Principal Securities
Iowa
$42.2K +$9.06K +165 +28%
Jones Financial Companies
389
Jones Financial Companies
Missouri
$40.8K -$6.92K -126 -15%
AF
390
Allworth Financial
California
$38.8K +$2.36K +43 +7%
AAG
391
Armstrong Advisory Group
Massachusetts
$37.7K
PA
392
Parallel Advisors
California
$34.5K +$934 +17 +3%
LC
393
Lindbrook Capital
California
$34.2K -$1.92K -35 -5%
GWM
394
Geneos Wealth Management
Colorado
$33.7K +$1.15K +21 +4%
QC
395
Quent Capital
New York
$33.2K
HFS
396
Hantz Financial Services
Michigan
$32K -$7.47K -136 -19%
RA
397
Rise Advisors
New York
$31.9K +$220 +4 +0.7%
HT
398
Headlands Technologies
Illinois
$31.8K +$31.6K +575 New
VSQM
399
V-Square Quantitative Management
Illinois
$31.6K
MWA
400
Medallion Wealth Advisors
Connecticut
$28.4K +$28.8K +525 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.