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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
WANY
576
Wealthspire Advisors (New York)
New York
$516K -$25.4K -134 -4%
BP
577
Ballentine Partners
Massachusetts
$516K +$143K +755 +35%
CPA
578
Court Place Advisors
Maryland
$514K +$4.55K +24 +0.8%
FFM
579
Forum Financial Management
Illinois
$513K -$759 -4 -0.1%
QCM
580
QRG Capital Management
Illinois
$513K +$36.6K +193 +7%
RFA
581
Resurgent Financial Advisors
Georgia
$512K -$759 -4 -0.1%
CL
582
CSS LLC
Illinois
$509K -$49.3K -260 -8%
FB
583
Fulton Bank
Pennsylvania
$508K -$156K -824 -22%
PCM
584
Prelude Capital Management
New York
$506K +$537K +2,833 New
OBWG
585
Onyx Bridge Wealth Group
New York
$505K
IFA
586
Independence Financial Advisors
New Hampshire
$505K +$536K +2,824 New
SOS
587
Silver Oak Securities
Tennessee
$504K -$96.9K -511 -15%
ATC
588
Argent Trust Co
Tennessee
$503K +$163K +858 +44%
VCS
589
Vaughan & Co Securities
New Jersey
$499K -$180K -949 -25%
CNC
590
Citizens & Northern Corp
Pennsylvania
$498K
SPC
591
Sigma Planning Corp
Michigan
$496K -$4.93K -26 -0.9%
BIAS
592
Beacon Investment Advisory Services
New Jersey
$495K
FFA
593
Farther Finance Advisors
California
$481K +$18.8K +99 +4%
JC
594
JB Capital
Connecticut
$480K -$2.65K -14 -0.5%
IPW
595
Impact Partnership Wealth
Georgia
$477K +$506K +2,668 New
MA
596
Montag & Associates
Georgia
$476K
LFA
597
Legacy Financial Advisors
Kentucky
$476K +$6.83K +36 +1%
PWP
598
Principle Wealth Partners
Connecticut
$476K
SCA
599
Snowden Capital Advisors
New York
$472K -$23.5K -124 -4%
WCA
600
Westover Capital Advisors
Delaware
$466K

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.