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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
LMKC
601
L.M. Kohn & Company
Ohio
$463K
RIG
602
Ramiah Investment Group
Wisconsin
$458K -$22.4K -118 -4%
RA
603
Ransom Advisory
Rhode Island
$458K
Canada Pension Plan Investment Board
604
Canada Pension Plan Investment Board
Ontario, Canada
$457K -$2.25M -11,865 -82%
CWM
605
Congress Wealth Management
Massachusetts
$456K +$146K +769 +43%
CAM
606
Carret Asset Management
New York
$453K
FHA
607
Flagship Harbor Advisors
Massachusetts
$448K -$43.8K -231 -8%
HFA
608
High Falls Advisors
New York
$448K +$192K +1,010 +68%
RWA
609
River Wealth Advisors
Pennsylvania
$448K -$30.5K -161 -6%
FDCP
610
Foster Dykema Cabot & Partners
Massachusetts
$447K +$268K +1,413 +130%
CIAS
611
CFS Investment Advisory Services
New Jersey
$447K +$1.14K +6 +0.2%
MAM
612
Mystic Asset Management
Rhode Island
$447K -$2.28K -12 -0.5%
CFG
613
Citizens Financial Group
Rhode Island
$445K +$64.1K +338 +16%
EAM
614
Empirical Asset Management
Massachusetts
$443K
GT
615
Greenleaf Trust
Michigan
$439K -$9.1K -48 -2%
EWA
616
EP Wealth Advisors
California
$438K +$34.1K +180 +8%
FMN
617
Financial Management Network
California
$437K -$26.4K -139 -5%
PL
618
Plancorp LLC
Missouri
$435K +$3.98K +21 +0.9%
HI
619
Horizon Investments
North Carolina
$431K +$17.8K +94 +4%
AG
620
AIA Group
Hong Kong
$430K +$126K +666 +38%
FC
621
Forte Capital
New York
$427K -$9.1K -48 -2%
CIC
622
Carnegie Investment Counsel
Ohio
$426K
JCM
623
J2 Capital Management
Michigan
$420K -$13.7K -72 -3%
Lazard Asset Management
624
Lazard Asset Management
New York
$415K +$242K +1,274 +121%
KWMG
625
King Wealth Management Group
Florida
$414K

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.