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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$995M -$3.4M -61,947 -0.3%
BlackRock
2
BlackRock
New York
$885M +$28M +510,474 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$469M +$5.49M +99,908 +1%
State Street
4
State Street
Massachusetts
$423M +$18.9M +344,114 +5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$366M +$2.49M +45,310 +0.7%
Invesco
6
Invesco
Georgia
$270M -$2.06M -37,423 -0.8%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$252M -$5.3M -96,572 -2%
Capital International Investors
8
Capital International Investors
California
$228M +$1.92M +35,039 +0.9%
EARNEST Partners
9
EARNEST Partners
Georgia
$174M +$6.4M +116,508 +4%
Macquarie Group
10
Macquarie Group
Australia
$171M -$6.54M -118,991 -4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$164M +$214K +3,901 +0.1%
American Century Companies
12
American Century Companies
Missouri
$164M -$9.1M -165,660 -5%
T. Rowe Price Investment Management
13
T. Rowe Price Investment Management
Maryland
$163M +$6.28M +114,375 +4%
Bank of America
14
Bank of America
North Carolina
$146M +$5.47M +99,586 +4%
Millennium Management
15
Millennium Management
New York
$141M +$42.1M +766,019 +43%
ACL
16
Azora Capital LP
Florida
$129M +$24.7M +449,583 +24%
Norges Bank
17
Norges Bank
Norway
$120M +$11.3M +206,340 +10%
DAM
18
Davis Asset Management
California
$110M
SEI Investments
19
SEI Investments
Pennsylvania
$109M +$7.12M +129,675 +7%
AllianceBernstein
20
AllianceBernstein
Tennessee
$107M -$10.2M -185,624 -9%
Morgan Stanley
21
Morgan Stanley
New York
$105M -$374K -6,816 -0.4%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$105M -$10M -182,720 -9%
Allspring Global Investments
23
Allspring Global Investments
North Carolina
$98.3M -$4.41M -80,313 -4%
Verition Fund Management
24
Verition Fund Management
Connecticut
$97.7M +$60.1M +1,094,625 +162%
Pzena Investment Management
25
Pzena Investment Management
New York
$88.4M -$6.9M -125,611 -7%

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.