Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WEBSTER FINL CORP (WBS)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +24
Streak
2Q ▲
Buyers last Q
51%

Smart Money Signals — WBS

Based on 505 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
505 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 — +13% more funds vs a year ago

fund count last 6Q
+58 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

253 buying247 selling
Last quarter: 253 funds bought or added vs 247 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 (+14 vs last Q)

new funds entering per quarter
Funds opening a new WBS position: 68 → 63 → 70 → 84. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

66% conviction (2yr+) 20% medium 15% new
331 out of 505 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.
📈

Growing discovery — still being found

71 → 68 → 63 → 70 → 84 new funds/Q
New funds entering each quarter: 68 → 63 → 70 → 84. A growing number of institutions are discovering WBS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 70% of holders stayed 2+ years

70% veterans 11% 1-2yr 19% new
Of 515 current holders: 363 (70%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
47 of 505 holders are among the 100 largest funds by AUM, controlling 54% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

31 top-rated funds 1 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: WBS
2026 Q1 Stats Unlock in 22 days 515 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 515 489 5.32%
13F Shares 144M 146M -1.16%
Total Value $8.76B $8.41B 4.17%
New Positions 84 70 +14
Increased Positions 174 188 -14
Closed Positions 62 54 +8
Reduced Positions 204 177 +27
Total Calls 6 7 -14.29%
Total Puts 6 3 100.0%
PUT/CALL Ratio 1.0 0.43 Neutral

Statistics: WBS

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

515 + investors

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

Top 25 institutional holders of WBS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Polaris Capital Management, LLC 2.80% 492,201 $34.2M
2 ALPINE ASSOCIATES MANAGEMENT INC. 1.70% 416,500 $28.9M
3 Trust Investment Advisors 0.90% 22,100 $1.5M
4 Leeward Investments, LLC - MA 0.65% 190,342 $13.2M
5 Cardinal Capital Management 0.50% 55,594 $3.9M
6 SUTTON PLACE INVESTORS LLC 0.44% 11,525 $800K
7 Latitude Advisors, LLC 0.40% 12,636 $877K
8 Orange Investment Advisors, Inc. 0.33% 36,210 $2.5M
9 TOMPKINS FINANCIAL CORP 0.28% 51,119 $3.5M
10 FNY Investment Advisers, LLC 0.21% 7,000
11 SeaCrest Wealth Management, LLC 0.18% 23,936 $1.7M
12 Assenagon Asset Management S.A. 0.17% 1,581,021 $109.8M
13 M.E. ALLISON & CO., INC. 0.13% 2,928 $203K
14 Patriot Financial Group Insurance Agency, LLC 0.13% 33,038 $2.3M
15 FOUNDERS CAPITAL MANAGEMENT, LLC 0.13% 11,079 $769K
16 WETZEL INVESTMENT ADVISORS, INC. 0.11% 4,000 $278K
17 Retirement Systems of Alabama 0.11% 463,034 $32.1M
18 Sterling Capital Management LLC 0.10% 79,705 $5.5M
19 PZENA INVESTMENT MANAGEMENT LLC 0.09% 409,207 $28.4M
20 NJ State Employees Deferred Compensation Plan 0.08% 12,558 $746K
21 Essex Financial Services, Inc. 0.08% 21,045 $1.5M
22 WEALTH EFFECTS LLC 0.08% 3,051 $212K
23 Benin Management CORP 0.06% 4,000 $278K
24 Sky Investment Group LLC 0.06% 5,036 $350K
25 NorthCrest Asset Manangement, LLC 0.06% 27,068 $1.9M
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 — 2 quarters in a row: For 2 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 — 51% buying: Last quarter: 253 funds bought or added vs 247 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 — 54% AUM from top-100 funds: 47 of 505 holders are among the 100 largest funds by AUM, controlling 54% 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?

66% of holders stayed for 2+ years: 331 out of 505 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.