Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Webster Finl Corp (WBS)

528 + Investors. Track Smart Money conviction in WBS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
3Q ▲
Buyers last Q
52%

Smart Money Signals — WBS

Based on 538 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added WBS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
538 hedge funds hold WBS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+48 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

305 buying277 selling
Last quarter: 305 funds bought or added vs 277 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+34 vs last Q)

new funds entering per quarter
Funds opening a new WBS position: 65 → 71 → 87 → 121. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 18% medium ■ 24% new
313 out of 538 hedge funds have held WBS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

73 → 65 → 71 → 87 → 121 new funds/Q
New funds entering each quarter: 65 → 71 → 87 → 121. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 66% veterans vs 27% newcomers

■ 66% veterans ■ 7% 1-2yr ■ 27% new
Entry-cohort mix of 548 holders: 363 (66%) are 2+ year veterans, 39 entered 1–2 years ago, and 146 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
57 of 538 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in WBS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — WBS

In 2026 Q1, 305 hedge funds were net buyers of WBS (121 opened a new position, 184 added to an existing one), while 277 reduced or exited (161 trimmed, 116 sold completely) — a 52% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 51% of total institutional value in WBS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 538.

Hedge Fund Ownership: WBS

How many hedge funds hold WBS — quarterly history vs. share price
Quarterly hedge fund ownership of WBS vs. share price

Market Analysis: WBS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WBS

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

33 top-rated funds 4 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: WBS
2026 Q2 Stats Unlock in 4 days 528 + Investors

Track Smart Money conviction in WBS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 528 532 -0.75%
13F Shares 145M 146M -0.12%
Total Value $9.91B $8.83B 12.19%
New Positions 115 87 +28
Increased Positions 179 176 +3
Closed Positions 119 60 +59
Reduced Positions 158 191 -33
Total Calls 5 6 -16.67%
Total Puts 5 6 -16.67%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: WBS

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Institutional Holders (2026 Q2)

528 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WBS. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 WBS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Vazirani Asset Management LLC 15.04% 40,000 $3.1M
2 Sand Grove Capital Management LLP 8.27% 414,723 $31.7M
3 Westchester Capital Management, LLC 5.23% 1,397,789 $106.8M
4 First Trust Capital Management L.P. 3.78% 849,272 $64.9M
5 Basswood Capital Management, L.L.C. 3.70% 1,215,997 $92.9M
6 Alpine Associates Management INC. 3.63% 758,050 $57.9M
7 Longboard Asset Management, LP 3.58% 2,792 $213K
8 Olympiad Research LP 3.34% 21,029 $1.6M
9 Water Island Capital LLC 3.11% 437,210 $33.4M
10 Slotnik Capital, LLC 3.04% 154,000 $11.8M
11 Sagefield Capital LP 3.01% 532,066 $40.7M
12 AQR Arbitrage LLC 2.73% 2,522,937 $191.5M
13 GABELLI & Co INVESTMENT ADVISERS, INC. 2.01% 181,147 $13.8M
14 Polaris Capital Management, LLC 1.99% 276,538 $21.1M
15 Yakira Capital Management, Inc. 1.93% 88,502 $6.8M
16 TIG Advisors, LLC 1.65% 488,638 $37.3M
17 Whitebox Advisors LLC 1.56% 1,560,001 $119.2M
18 Harvest Management LLC 1.38% 46,100 $3.5M
19 Spurstone Advisory Services, LLC 1.16% 1,104 $85K
20 Kintayl Capital LP 1.14% 37,382 $2.9M
21 Transmarket Holdings LP 1.06% 18,900 $1.4M
22 Soros Fund Management LLC 1.04% 1,113,487 $85.1M
23 Nearwater Capital Markets, Ltd 1.03% 778,000 $59.5M
24 Stablepoint Partners, LLC 0.99% 93,233 $7.1M
25 Caxton Associates LLP 0.98% 687,006 $52.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Webster Finl Corp (WBS)

What does the Smart Money Trend signal show for WBS?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added WBS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for WBS?

Slight buying edge — 52% buying: Last quarter: 305 funds bought or added vs 277 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for WBS holders?

Elite ownership — 51% AUM from top-100 funds: 57 of 538 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in WBS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held WBS?

58% of holders stayed for 2+ years: 313 out of 538 hedge funds have held WBS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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