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
↑ +2
Streak
3Q ▲
Buyers last Q
52%

Smart Money Signals — WBS

Based on 534 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
534 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 — +9% more funds vs a year ago

fund count last 6Q
+44 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

301 buying278 selling
Last quarter: 301 funds bought or added vs 278 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 (+32 vs last Q)

new funds entering per quarter
Funds opening a new WBS position: 64 → 71 → 87 → 119. 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 ■ 23% new
311 out of 534 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 → 64 → 71 → 87 → 119 new funds/Q
New funds entering each quarter: 64 → 71 → 87 → 119. 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 26% newcomers

■ 66% veterans ■ 7% 1-2yr ■ 26% new
Entry-cohort mix of 544 holders: 361 (66%) are 2+ year veterans, 39 entered 1–2 years ago, and 144 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
53 of 534 holders are among the 100 largest funds by AUM, controlling 40% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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, 301 hedge funds were net buyers of WBS (119 opened a new position, 182 added to an existing one), while 278 reduced or exited (161 trimmed, 117 sold completely) — a 52% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 40% of total institutional value in WBS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 534.

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

-- --

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

Is It Too Late to Buy Webster Finl Corp (WBS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much WBS has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
WBS
+9.5%
XLF
+1220.3%

WBS outperformed XLF by -1210.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
WBS
+6.8%
XLF
+4.8%

Since the filing became public, WBS outperformed XLF by +2.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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
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 Q1)

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:
Top 25 WBS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sand Grove Capital Management LLP 8.84% 565,786 $39.3M
2 Westchester Capital Management, LLC 5.77% 1,833,149 $127.3M
3 Slotnik Capital, LLC 5.52% 272,000 $18.9M
4 Petiole USA ltd 4.95% 101,875 $7.1M
5 Olympiad Research LP 4.45% 21,029 $1.5M
6 Basswood Capital Management, L.L.C. 3.98% 1,215,997 $84.4M
7 Kintayl Capital LP 3.43% 94,769 $6.6M
8 Water Island Capital LLC 3.22% 415,823 $28.9M
9 NINE MASTS CAPITAL Ltd 2.94% 293,333 $20.4M
10 Sagefield Capital LP 2.82% 565,050 $39.2M
11 Polaris Capital Management, LLC 2.80% 492,201 $34.2M
12 Absolute Gestao de Investimentos Ltda. 2.37% 300,000 $20.8M
13 Yakira Capital Management, Inc. 2.22% 109,502 $7.6M
14 AQR Arbitrage LLC 2.03% 1,803,563 $123.9M
15 TIG Advisors, LLC 1.97% 614,990 $42.7M
16 First Trust Capital Management L.P. 1.82% 498,343 $34.6M
17 Alpine Associates Management INC. 1.70% 416,500 $28.9M
18 Whitebox Advisors LLC 1.64% 1,925,001 $133.6M
19 Harvest Management LLC 1.46% 43,500 $3.0M
20 Algebris (uk) Ltd 1.35% 270,020 $18.7M
21 Spurstone Advisory Services, LLC 1.31% 1,104 $77K
22 GABELLI & Co INVESTMENT ADVISERS, INC. 1.31% 127,282 $8.8M
23 Systematic Financial Management LP 1.16% 726,069 $50.4M
24 Caxton Associates LLP 1.07% 680,675 $47.3M
25 Stablepoint Partners, LLC 0.96% 93,404 $6.5M
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: 301 funds bought or added vs 278 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 — 40% AUM from top-100 funds: 53 of 534 holders are among the 100 largest funds by AUM, controlling 40% 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: 311 out of 534 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.

Is it too late to buy Webster Finl Corp (WBS) following the 2026 Q1 hedge fund 13F filings?

As of today, WBS has moved +6.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of +2.0%. Since the quarter end (March 31, 2026), WBS has gained +9.5% vs +1220.3% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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