We are live on ! Find out more
MTB icon

M&T Bank

1,053 hedge funds and large institutions have $26.7B invested in M&T Bank in 2025 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 410 increasing their positions, 328 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 59

38% more call options, than puts

Call options by funds: $124M | Put options by funds: $90M

25% more repeat investments, than reductions

Existing positions increased: 410 | Existing positions reduced: 328

3% more funds holding

Funds holding: 1,0221,053 (+31)

1% more ownership

Funds ownership: 85.47%86.47% (+1%)

0% more capital invested

Capital invested by funds: $26.6B → $26.7B (+$81.3M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
1,053
Holders Change
+31
Holders Change %
+3.03%
% of All Funds
13.82%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
103
Increased
410
Reduced
328
Closed
59
Calls
$124M
Puts
$90M
Net Calls
+$33.8M
Net Calls Change
-$20.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FC
626
FORA Capital
Florida
$430K +$195K +996 +84%
WS
627
Wedbush Securities
California
$429K +$13.7K +70 +3%
S
628
SignatureFD
Georgia
$429K +$17.9K +91 +4%
CWA
629
Clearview Wealth Advisors
Oregon
$427K -$10.6K -54 -2%
AWM
630
AE Wealth Management
Kansas
$427K +$45.7K +233 +12%
AC
631
AlphaCore Capital
California
$427K +$33K +168 +8%
KWM
632
Kingsview Wealth Management
Oregon
$425K +$47.3K +241 +13%
LA
633
LVW Advisors
New York
$425K +$27.9K +142 +7%
IPW
634
Impact Partnership Wealth
Georgia
$422K -$24.7K -126 -6%
ISWM
635
Independent Solutions Wealth Management
New York
$422K
Envestnet Portfolio Solutions
636
Envestnet Portfolio Solutions
Illinois
$421K -$173K -882 -29%
UB
637
Umpqua Bank
Oregon
$421K +$2.75K +14 +0.6%
WT
638
Whittier Trust
California
$420K
AFG
639
Atomi Financial Group
New York
$419K +$18.2K +93 +5%
EM
640
Excalibur Management
Massachusetts
$416K
ISL
641
Ingalls & Snyder LLC
New York
$416K
CIBC Private Wealth Group
642
CIBC Private Wealth Group
Georgia
$415K +$51K +260 +14%
IAA
643
Independent Advisor Alliance
North Carolina
$415K +$7.46K +38 +2%
WTC
644
WhitTier Trust Company
Nevada
$414K +$9.22K +47 +2%
MA
645
MONECO Advisors
Connecticut
$413K +$4.51K +23 +1%
IWM
646
IHT Wealth Management
Illinois
$412K +$41.8K +213 +11%
BCG
647
Breakwater Capital Group
New Jersey
$407K
WF
648
Welch & Forbes
Massachusetts
$404K
PWM
649
Prentice Wealth Management
New York
$404K
BTI
650
Blue Trust Inc
Georgia
$403K -$32.8K -167 -8%

MTB Hedge Fund Activity: Q3 2025 in Review

1,053 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q3 2025, worth a combined $26.7B — up 0.31% from $26.6B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new MTB positions and 59 closed out — a net gain of 44 holders — while 410 added to existing stakes and 328 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $98.5M. The largest seller was Marshall Wace, cutting an estimated $114M.

  • 1,053 institutional investors held M&T Bank (MTB) as of Q3 2025, up from 1,022 in Q2 2025.
  • Funds reported $26.7B of M&T Bank stock for Q3 2025, up 0.31% quarter-over-quarter.
  • 103 funds opened new M&T Bank positions in Q3 2025 and 59 closed out, a net change of +44 holders.
  • The largest M&T Bank buyer in Q3 2025 was Fidelity Investments, an estimated $98.5M added.
  • The largest M&T Bank seller in Q3 2025 was Marshall Wace, an estimated $114M sold.

Based on aggregated 13F filings for Q3 2025.