We are live on ! Find out more
MTB icon

M&T Bank

941 hedge funds and large institutions have $25.7B invested in M&T Bank in 2024 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 330 increasing their positions, 337 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

42% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 78

33% more call options, than puts

Call options by funds: $154M | Put options by funds: $116M

20% more capital invested

Capital invested by funds: $21.5B → $25.7B (+$4.23B)

3% more funds holding

Funds holding: 918941 (+23)

1.45% more ownership

Funds ownership: 85.23%86.68% (+1.5%)

2% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 337

Holders
941
Holders Change
+23
Holders Change %
+2.51%
% of All Funds
13.51%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.16%
New
111
Increased
330
Reduced
337
Closed
78
Calls
$154M
Puts
$116M
Net Calls
+$38.3M
Net Calls Change
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
526
Brown Brothers Harriman & Co
New York
$501K +$21.4K +129 +5%
FFM
527
Forum Financial Management
Illinois
$501K +$332 +2 +0.1%
WS
528
Wedbush Securities
California
$500K +$64.5K +389 +16%
HR
529
Howe & Rusling
New York
$497K
CIC
530
Carnegie Investment Counsel
Ohio
$495K +$8.29K +50 +2%
DEA
531
DoubleLine ETF Adviser
Florida
$494K -$24.7K -149 -5%
CCG
532
Catalina Capital Group
California
$493K -$17.7K -107 -4%
EF
533
Empowered Funds
Pennsylvania
$493K +$40.6K +245 +10%
RWA
534
River Wealth Advisors
Pennsylvania
$491K -$14.4K -87 -3%
UAML
535
US Asset Management LLC
Pennsylvania
$483K -$4.97K -30 -1%
ONGA
536
O'Neil Global Advisors
California
$483K +$450K +2,712 New
IFG
537
Independent Financial Group
California
$480K -$82.9K -500 -16%
JC
538
JB Capital
Connecticut
$479K +$3.98K +24 +0.9%
AWM
539
Apollon Wealth Management
South Carolina
$477K +$77.4K +467 +21%
QWM
540
Quadcap Wealth Management
Texas
$477K +$663 +4 +0.1%
PWP
541
Principle Wealth Partners
Connecticut
$474K
RFA
542
Resurgent Financial Advisors
Georgia
$473K +$62K +374 +16%
FFA
543
Farther Finance Advisors
California
$473K +$84.4K +509 +24%
PI
544
PFG Investments
New York
$472K +$6.47K +39 +1%
RA
545
Ransom Advisory
Rhode Island
$465K -$26.5K -160 -6%
WCA
546
Westover Capital Advisors
Delaware
$464K
LFA
547
Legacy Financial Advisors
Kentucky
$463K +$16.6K +100 +4%
MG
548
Mather Group
Illinois
$463K +$20.4K +123 +5%
LMKC
549
L.M. Kohn & Company
Ohio
$461K -$27.2K -164 -6%
CAM
550
Carret Asset Management
New York
$452K

MTB Hedge Fund Activity: Q3 2024 in Review

941 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q3 2024, worth a combined $25.7B — up 20% from $21.5B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new MTB positions and 78 closed out — a net gain of 33 holders — while 330 added to existing stakes and 337 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $306M. The largest seller was Wellington Management Group, cutting an estimated $242M.

  • 941 institutional investors held M&T Bank (MTB) as of Q3 2024, up from 918 in Q2 2024.
  • Funds reported $25.7B of M&T Bank stock for Q3 2024, up 20% quarter-over-quarter.
  • 111 funds opened new M&T Bank positions in Q3 2024 and 78 closed out, a net change of +33 holders.
  • The largest M&T Bank buyer in Q3 2024 was Morgan Stanley, an estimated $306M added.
  • The largest M&T Bank seller in Q3 2024 was Wellington Management Group, an estimated $242M sold.

Based on aggregated 13F filings for Q3 2024.