We are live on ! Find out more
MTB icon

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
GVAG
551
Great Valley Advisor Group
Delaware
$605K +$7.02K +37 +1%
PA
552
Parallel Advisors
California
$598K -$31.5K -166 -5%
PCC
553
Park Circle Company
Maryland
$597K -$1.12M -5,900 -64%
SAM
554
Smartleaf Asset Management
Massachusetts
$595K -$23.7K -125 -4%
OQS
555
Occudo Quantitative Strategies
Florida
$587K +$635K +3,348 New
MSA
556
MUFG Securities Americas
New York
$586K +$100K +527 +19%
WWM
557
Western Wealth Management
Colorado
$584K +$19.2K +101 +3%
ECM
558
Estabrook Capital Management
New York
$581K -$11.2K -59 -2%
Envestnet Portfolio Solutions
559
Envestnet Portfolio Solutions
Illinois
$581K +$22.4K +118 +4%
MAS
560
Meeder Advisory Services
Ohio
$575K -$97.9K -516 -14%
CAG
561
Crestwood Advisors Group
Massachusetts
$569K +$9.1K +48 +2%
CCM
562
Cutler Capital Management
Massachusetts
$568K
FHA
563
First Horizon Advisors
Tennessee
$565K
BWIA
564
Bryant Woods Investment Advisors
New York
$562K +$4.17K +22 +0.7%
FF
565
Farrell Financial
New York
$554K +$361K +1,901 +158%
TW
566
TritonPoint Wealth
Maryland
$549K +$17.4K +92 +3%
MG
567
Mather Group
Illinois
$545K +$46.5K +245 +9%
DZ Bank
568
DZ Bank
Germany
$534K +$226K +1,190 +66%
QWM
569
Quadcap Wealth Management
Texas
$531K +$72.1K +380 +15%
PA
570
Profund Advisors
Maryland
$530K -$213K -1,121 -27%
LWAM
571
Legacy Wealth Asset Management
Minnesota
$529K -$1.71K -9 -0.3%
RBI
572
Raiffeisen Bank International
Austria
$528K +$571K +3,013 New
IFG
573
Independent Financial Group
California
$519K -$578K -3,050 -51%
LWM
574
Lodestone Wealth Management
Washington
$519K -$124K -654 -18%
BHWM
575
Bar Harbor Wealth Management
New Hampshire
$518K +$105K +551 +23%

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.