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M&T Bank

1,035 hedge funds and large institutions have $25.2B invested in M&T Bank in 2025 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 388 increasing their positions, 376 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $97.6M | Put options by funds: $59.5M

4% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 97

3% more repeat investments, than reductions

Existing positions increased: 388 | Existing positions reduced: 376

1% less funds holding

Funds holding: 1,0421,035 (-7)

1.14% less ownership

Funds ownership: 86.98%85.84% (-1.1%)

7% less capital invested

Capital invested by funds: $27.1B → $25.2B (-$1.94B)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
1,035
Holders Change
-7
Holders Change %
-0.67%
% of All Funds
13.88%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
101
Increased
388
Reduced
376
Closed
97
Calls
$97.6M
Puts
$59.5M
Net Calls
+$38.1M
Net Calls Change
+$53.9M
Name Holding Trade Value Shares
Change
Change in
Stake
KRSITF
476
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$864K +$41.7K +220 +5%
MWM
477
Modern Wealth Management
Kansas
$862K -$6.45K -34 -0.7%
Baird Financial Group
478
Baird Financial Group
Wisconsin
$858K +$79.7K +420 +10%
ASN
479
Advisory Services Network
Georgia
$849K +$37.7K +199 +4%
IMCOOI
480
Investment Management Corp of Ontario (IMCO)
Canada
$836K -$516K -2,721 -37%
AWM
481
Apollon Wealth Management
South Carolina
$835K +$336K +1,769 +61%
DADC
482
D.A. Davidson & Co
Montana
$829K +$211K +1,115 +32%
FMII
483
Farmers & Merchants Investments Inc
Nebraska
$828K -$25.6K -135 -3%
BEI
484
Benjamin Edwards Inc
Missouri
$827K -$212K -1,118 -19%
SCA
485
STALEY CAPITAL ADVISERS
Pennsylvania
$822K -$94.8K -500 -10%
MPWT
486
MassMutual Private Wealth & Trust
Connecticut
$820K +$35.1K +185 +4%
RWM
487
RKL Wealth Management
Pennsylvania
$817K +$2.47K +13 +0.3%
VA
488
Vident Advisory
Georgia
$815K +$416K +2,194 +93%
EWS
489
Evergreen Wealth Solutions
Pennsylvania
$815K -$27.5K -145 -3%
SFA
490
Sequoia Financial Advisors
Ohio
$814K -$33.2K -175 -4%
Lido Advisors
491
Lido Advisors
California
$814K +$4.74K +25 +0.6%
FT
492
Fiduciary Trust
Massachusetts
$812K +$70.4K +371 +9%
TC
493
TownSquare Capital
Utah
$808K +$589K +3,107 +220%
LKBC
494
L.K. Benson & Company
Maryland
$800K +$6.45K +34 +0.8%
HDIM
495
Hanson & Doremus Investment Management
Vermont
$799K -$12.5K -66 -1%
PA
496
Procyon Advisors
Connecticut
$796K -$12.3K -65 -1%
SIC
497
Sterling Investment Counsel
New York
$791K +$177K +931 +27%
BCM
498
Brookstone Capital Management
Illinois
$791K +$78.9K +416 +10%
ICA
499
Infrastructure Capital Advisors
New York
$779K -$791K -4,172 -49%
GT
500
Glenview Trust
Kentucky
$775K

MTB Hedge Fund Activity: Q1 2025 in Review

1,035 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q1 2025, worth a combined $25.2B — down 7.2% from $27.1B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new MTB positions and 97 closed out — a net gain of 4 holders — while 388 added to existing stakes and 376 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $467M. The largest seller was Charles Schwab, cutting an estimated $808M.

  • 1,035 institutional investors held M&T Bank (MTB) as of Q1 2025, down from 1,042 in Q4 2024.
  • Funds reported $25.2B of M&T Bank stock for Q1 2025, down 7.2% quarter-over-quarter.
  • 101 funds opened new M&T Bank positions in Q1 2025 and 97 closed out, a net change of +4 holders.
  • The largest M&T Bank buyer in Q1 2025 was Wellington Management Group, an estimated $467M added.
  • The largest M&T Bank seller in Q1 2025 was Charles Schwab, an estimated $808M sold.

Based on aggregated 13F filings for Q1 2025.