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M&T Bank

1,042 hedge funds and large institutions have $27.1B invested in M&T Bank in 2024 Q4 according to their latest regulatory filings, with 183 funds opening new positions, 358 increasing their positions, 347 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 183 | Existing positions closed: 64

11% more funds holding

Funds holding: 9411,042 (+101)

5% more capital invested

Capital invested by funds: $25.7B → $27.1B (+$1.39B)

3% more repeat investments, than reductions

Existing positions increased: 358 | Existing positions reduced: 347

0.3% more ownership

Funds ownership: 86.68%86.98% (+0.3%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

13% less call options, than puts

Call options by funds: $104M | Put options by funds: $120M

Holders
1,042
Holders Change
+101
Holders Change %
+10.73%
% of All Funds
13.72%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
183
Increased
358
Reduced
347
Closed
64
Calls
$104M
Puts
$120M
Net Calls
-$15.8M
Net Calls Change
-$54M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
551
Envestnet Portfolio Solutions
Illinois
$589K -$70K -352 -10%
BWIA
552
Bryant Woods Investment Advisors
New York
$587K -$7.55K -38 -1%
IWA
553
IBEX Wealth Advisors
New Jersey
$585K +$618K +3,111 New
CL
554
CSS LLC
Illinois
$585K +$49.7K +250 +9%
MIH
555
Meitav Investment House
Israel
$580K +$162K +815 +36%
LSAG
556
Lake Street Advisors Group
New Hampshire
$572K +$4.57K +23 +0.8%
EF
557
Empowered Funds
Pennsylvania
$570K +$53.1K +267 +10%
WANY
558
Wealthspire Advisors (New York)
New York
$568K +$106K +532 +21%
AA
559
ALPS Advisors
Colorado
$564K +$181K +910 +44%
CW
560
Code Waechter
Florida
$563K -$92.6K -466 -13%
TW
561
TritonPoint Wealth
Maryland
$561K +$994 +5 +0.2%
LWAM
562
Legacy Wealth Asset Management
Minnesota
$558K -$1.99K -10 -0.3%
FMN
563
Financial Management Network
California
$558K -$240K -1,206 -29%
AWM
564
Apollon Wealth Management
South Carolina
$546K +$44.7K +225 +8%
Kovitz Investment Group Partners
565
Kovitz Investment Group Partners
Illinois
$545K +$576K +2,896 New
BRWA
566
B. Riley Wealth Advisors
Florida
$544K -$21.1K -106 -4%
FFM
567
Forum Financial Management
Illinois
$540K +$12.3K +62 +2%
RFA
568
Resurgent Financial Advisors
Georgia
$539K +$41.9K +211 +8%
KRSITF
569
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$537K -$66K -332 -7%
CPA
570
Court Place Advisors
Maryland
$536K -$994 -5 -0.2%
OBWG
571
Onyx Bridge Wealth Group
New York
$531K
CCG
572
Catalina Capital Group
California
$531K +$11.1K +56 +2%
MG
573
Mather Group
Illinois
$527K +$40.4K +203 +8%
SPC
574
Sigma Planning Corp
Michigan
$526K -$27K -136 -5%
CNC
575
Citizens & Northern Corp
Pennsylvania
$523K +$553K +2,784 New