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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
MA
501
Mutual Advisors
Nebraska
$762K +$92.6K +488 +12%
PFA
502
Pure Financial Advisors
California
$758K +$4.93K +26 +0.6%
Vontobel Holding
503
Vontobel Holding
Switzerland
$754K -$37.2K -196 -4%
WBC
504
West Branch Capital
Massachusetts
$742K +$1.52K +8 +0.2%
BSB
505
Bangor Savings Bank
Maine
$739K -$21.2K -112 -3%
CIBC World Market
506
CIBC World Market
Ontario, Canada
$736K -$6.07K -32 -0.8%
Balyasny Asset Management
507
Balyasny Asset Management
Illinois
$733K -$39.8K -210 -5%
PAM
508
Paradigm Asset Management
New York
$733K
SG
509
StoneX Group
New York
$731K +$169K +889 +28%
HWM
510
HB Wealth Management
Georgia
$726K +$263K +1,386 +52%
CL
511
Choreo LLC
Illinois
$724K -$64.3K -339 -8%
NA
512
Nottingham Advisors
New York
$724K -$405K -2,133 -35%
PJWM
513
Philip James Wealth Mangement
Georgia
$723K -$9.48K -50 -1%
HTC
514
Haverford Trust Company
Pennsylvania
$723K
TFS
515
Thoroughbred Financial Services
Tennessee
$717K +$45.5K +240 +6%
HAI
516
Hennessy Advisors Inc
California
$715K -$474K -2,500 -38%
AOCA
517
Angel Oak Capital Advisors
Georgia
$715K +$759K +4,000 New
ACA
518
Aptus Capital Advisors
Alabama
$711K -$17.8K -94 -2%
GWM
519
Geneos Wealth Management
Colorado
$708K +$199K +1,047 +76%
GI
520
GAMMA Investing
California
$706K +$28.1K +148 +4%
XF
521
XML Financial
Maryland
$704K +$2.65K +14 +0.4%
TCA
522
Teewinot Capital Advisers
New York
$694K +$737K +3,884 New
UCFA
523
United Capital Financial Advisors
Texas
$686K +$23.1K +122 +3%
EWA
524
Emergent Wealth Advisors
New York
$680K +$3.04K +16 +0.4%
CCM
525
Coldstream Capital Management
Washington
$675K -$112K -590 -14%

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.