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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
HCP
426
Hexagon Capital Partners
Arkansas
$11K +$4.56K +83 +71%
Mitsubishi UFJ Asset Management
427
Mitsubishi UFJ Asset Management
Japan
$9.6K
HWM
428
Hemington Wealth Management
Virginia
$9K +$2.58K +47 +37%
JWA
429
JFS Wealth Advisors
Pennsylvania
$8.56K
PWMG
430
Prestige Wealth Management Group
New Jersey
$7.73K
PP
431
PFS Partners
New Jersey
$7.62K
BIA
432
Bell Investment Advisors
California
$7.01K +$1.48K +27 +27%
NECFA
433
New England Capital Financial Advisors
Connecticut
$6.74K +$55 +1 +0.8%
WA
434
Whipplewood Advisors
Colorado
$5.85K +$5.82K +106 New
CA
435
Clearstead Advisors
Ohio
$5.74K +$934 +17 +20%
S
436
Sachetta
Massachusetts
$5.52K -$2.03K -37 -27%
CJ
437
Caitlin John
Michigan
$5.3K
PTC
438
Private Trust Company
Ohio
$5.19K
CIBC Private Wealth Group
439
CIBC Private Wealth Group
Georgia
$4.92K -$4.39K -80 -47%
HNW
440
High Note Wealth
Minnesota
$4.69K +$4.67K +85 New
CAL
441
Capital Analysts LLC
Pennsylvania
$4K
FMII
442
Farmers & Merchants Investments Inc
Nebraska
$3.87K
IA
443
IFP Advisors
Florida
$3.83K -$110K -2,006 -97%
AW
444
Avion Wealth
Texas
$3K +$494 +9 +19%
SO
445
Sierra Ocean
California
$2.04K +$2.03K +37 New
GKIM
446
GW&K Investment Management
Massachusetts
$2K
DPW
447
DiNuzzo Private Wealth
Pennsylvania
$1.82K -$55 -1 -3%
SIC
448
SJS Investment Consulting
Ohio
$1.71K -$165 -3 -9%
IHWM
449
Iron Horse Wealth Management
Iowa
$1.44K
MCM
450
MAI Capital Management
Ohio
$1.44K +$1.43K +26 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.