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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
SWC
451
Spectrum Wealth Counsel
Indiana
$1.38K
TSMHT
452
Thurston Springer Miller Herd & Titak
Indiana
$1.38K
BF
453
BOK Financial
Oklahoma
$1.34K +$1.37K +25 New
RIL
454
Rothschild Investment LLC
Illinois
$828 +$275 +5 +50%
CA
455
Continuum Advisory
Idaho
$607
AF
456
Advisornet Financial
Minnesota
$552 -$1.59K -29 -74%
GFPC
457
Global Financial Private Client
Florida
$552 +$549 +10 New
LFG
458
Larson Financial Group
Missouri
$497 +$165 +3 +50%
SAM
459
Synergy Asset Management
Washington
$419 +$494 +9 New
NC
460
NewSquare Capital
Pennsylvania
$331 +$330 +6 New
WCM
461
WealthTrak Capital Management
Virginia
$277 +$275 +5 New
CA
462
CoreCap Advisors
Michigan
$276
RCM
463
Raleigh Capital Management
North Carolina
$276
PWM
464
Parkworth Wealth Management
California
$221 +$220 +4 New
PWA
465
Principia Wealth Advisory
Texas
$221 +$220 +4 New
SS
466
SBI Securities
Japan
$221 +$220 +4 New
MCM
467
MV Capital Management
Maryland
$166
PA
468
PSI Advisors
Florida
$110
NS
469
NBC Securities
Alabama
$77 -$69.6K -1,267 -100%
KCM
470
Kodai Capital Management
Illinois
-$22.8M -489,960 Closed
QT
471
Quantbot Technologies
New York
-$4.31M -92,527 Closed
Bank of Nova Scotia
472
Bank of Nova Scotia
Ontario, Canada
-$3.26M -69,861 Closed
Two Sigma Investments
473
Two Sigma Investments
New York
-$2.52M -54,003 Closed
JF
474
Jump Financial
Illinois
-$2.48M -53,312 Closed
TC
475
TwinBeech Capital
New York
-$1.96M -41,975 Closed

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.