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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
KeyBank National Association
626
KeyBank National Association
Ohio
$412K +$122K +641 +38%
PI
627
PFG Investments
New York
$409K -$66.6K -351 -13%
APWM
628
Argonautica Private Wealth Management
Massachusetts
$409K -$27.3K -144 -6%
FIA
629
Foundations Investment Advisors
Arizona
$406K -$15.4K -81 -3%
MCM
630
Magnolia Capital Management
New York
$399K
LAM
631
Lewis Asset Management
California
$398K +$190 +1 +0%
AFG
632
Atomi Financial Group
New York
$397K +$12.1K +64 +3%
GC
633
Grimes & Company
Massachusetts
$397K -$10.2K -54 -2%
AV
634
ASR Vermogensbeheer
Netherlands
$396K +$421K +2,218 New
CWA
635
Clearview Wealth Advisors
Oregon
$395K +$119K +628 +40%
UAML
636
US Asset Management LLC
Pennsylvania
$395K -$2.09K -11 -0.5%
AI
637
Ariel Investments
Illinois
$394K +$2.28K +12 +0.5%
SCP
638
Sandhill Capital Partners
New York
$392K -$7.02K -37 -2%
RCA
639
Resonant Capital Advisors
Wisconsin
$391K +$7.59K +40 +2%
WTC
640
WhitTier Trust Company
Nevada
$386K -$3.04K -16 -0.7%
WT
641
Whittier Trust
California
$386K +$2.47K +13 +0.6%
EM
642
Excalibur Management
Massachusetts
$383K -$2.85K -15 -0.7%
WS
643
Wedbush Securities
California
$382K -$111K -585 -22%
ISWM
644
Independent Solutions Wealth Management
New York
$382K
PGAM
645
Princeton Global Asset Management
New Jersey
$380K
SSB
646
Sandy Spring Bank
Maryland
$379K +$36K +190 +10%
AC
647
AlphaCore Capital
California
$379K +$402K +2,119 New
BW
648
Blalock Williams
Alabama
$378K +$20.7K +109 +5%
ISL
649
Ingalls & Snyder LLC
New York
$376K
HPCM
650
Hunter Perkins Capital Management
Illinois
$371K -$64.5K -340 -14%

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.