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M&T Bank

1,102 hedge funds and large institutions have $27.5B invested in M&T Bank in 2025 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 351 increasing their positions, 394 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 84

18% more call options, than puts

Call options by funds: $121M | Put options by funds: $102M

5% more funds holding

Funds holding: 1,0531,102 (+49)

2.24% more ownership

Funds ownership: 86.47%88.7% (+2.2%)

3% more capital invested

Capital invested by funds: $26.7B → $27.5B (+$760M)

11% less repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 394

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
1,102
Holders Change
+49
Holders Change %
+4.65%
% of All Funds
13.41%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.06%
New
151
Increased
351
Reduced
394
Closed
84
Calls
$121M
Puts
$102M
Net Calls
+$18.6M
Net Calls Change
-$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
601
PFG Investments
New York
$487K -$8.79K -46 -2%
TG
602
TCW Group
California
$487K +$462K +2,417 New
VA
603
Valmark Advisers
Ohio
$485K +$2.1K +11 +0.5%
AG
604
Ascent Group
Virginia
$484K -$9.74K -51 -2%
JIC
605
Joel Isaacson & Co
New York
$481K +$573 +3 +0.1%
RCA
606
Resonant Capital Advisors
Wisconsin
$478K +$10.5K +55 +2%
SCP
607
Sandhill Capital Partners
New York
$477K
Envestnet Portfolio Solutions
608
Envestnet Portfolio Solutions
Illinois
$476K +$44.1K +231 +11%
WCA
609
Westover Capital Advisors
Delaware
$475K -$47.8K -250 -10%
SPC
610
Sigma Planning Corp
Michigan
$473K -$144K -754 -24%
EAM
611
Empirical Asset Management
Massachusetts
$467K -$31.7K -166 -7%
GT
612
Greenleaf Trust
Michigan
$464K -$9.17K -48 -2%
KWMG
613
King Wealth Management Group
Florida
$463K -$2.87K -15 -0.6%
FHC
614
First Horizon Corporation
Tennessee
$463K -$18.7K -98 -4%
OF
615
Optimize Financial
California
$462K +$4.97K +26 +1%
ALAM
616
Asahi Life Asset Management
Japan
$459K +$436K +2,280 New
LWAM
617
Legacy Wealth Asset Management
Minnesota
$459K -$134K -699 -23%
CPIA
618
Cornell Pochily Investment Advisors
New York
$458K -$9.17K -48 -2%
GM
619
GeoWealth Management
Illinois
$457K +$127K +663 +41%
KPWS
620
Kestra Private Wealth Services
Texas
$457K +$84.4K +442 +24%
WT
621
Whittier Trust
California
$456K
FDCP
622
Foster Dykema Cabot & Partners
Massachusetts
$454K -$215K -1,124 -33%
SHFA
623
SC&H Financial Advisors
Maryland
$452K +$428K +2,242 New
LAM
624
Lewis Asset Management
California
$450K +$382 +2 +0.1%
RWA
625
River Wealth Advisors
Pennsylvania
$449K -$13.4K -70 -3%