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M&T Bank
MTB

Overview Fund Activity

1,007 hedge funds and large institutions have $26.6B invested in M&T Bank in 2025 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 366 increasing their positions, 374 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,007
Holders Change
-12
Holders Change %
-1.18%
% of All Funds
13.5%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
100
Increased
366
Reduced
374
Closed
93
Calls
$119M
Puts
$65.3M
Net Calls
+$54.2M
Net Calls Change
+$16M

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$115M
2
Jennison Associates
Jennison Associates
New York
+$108M
3
CF
Canoe Financial
Alberta, Canada
+$57.1M
4
JCM
Junto Capital Management
New York
+$55.3M
5
AIM
Artemis Investment Management
United Kingdom
+$39.1M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$133M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$130M
3
BlackRock
BlackRock
New York
-$116M
4
State Street
State Street
Massachusetts
-$83.4M
5
GC
Giverny Capital
Quebec, Canada
-$69.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
651
Kestra Private Wealth Services
Texas
$358K +$28.3K +146 +9%
EBA
652
Eagle Bay Advisors
New York
$357K -$4.66K -24 -1%
CIBC Private Wealth Group
653
CIBC Private Wealth Group
Georgia
$357K -$3.69K -19 -1%
SIC
654
Sage Investment Counsel
Tennessee
$356K – – –
WA
655
WealthTrust Axiom
Pennsylvania
$356K – – –
GWMR
656
GC Wealth Management RIA
Massachusetts
$350K +$97.2K +501 +38%
MT
657
Midwest Trust
Kansas
$349K +$349K +1,798 New
JIC
658
Joel Isaacson & Co
New York
$348K +$582 +3 +0.2%
EI
659
Ellevest Inc
New York
$346K +$55.9K +288 +19%
PCP
660
Perbak Capital Partners
United Kingdom
$341K +$341K +1,758 New
SHA
661
Seneca House Advisors
Virginia
$340K +$45K +232 +15%
BFIM
662
Beese Fulmer Investment Management
Ohio
$340K +$2.72K +14 +0.8%
DWA
663
Douglass Winthrop Advisors
New York
$339K – – –
WIP
664
WealthCare Investment Partners
Rhode Island
$339K -$70.3K -347 -17%
LFA
665
Level Financial Advisors
New York
$338K -$582 -3 -0.2%
GWM
666
Geneos Wealth Management
Colorado
$335K -$136K -700 -29%
SCM
667
SCS Capital Management
Massachusetts
$333K +$194 +1 +0.1%
KCM
668
Kathmere Capital Management
Pennsylvania
$332K -$56.3K -290 -14%
DAS
669
Diversify Advisory Services
Utah
$332K +$332K +1,735 New
CIS
670
Connors Investor Services
Pennsylvania
$331K – – –
KWA
671
Kingswood Wealth Advisors
California
$330K +$11.4K +59 +4%
PCM
672
Princeton Capital Management
New Jersey
$328K +$328K +1,693 New
SWM
673
Salvus Wealth Management
New Jersey
$327K +$8.15K +42 +3%
WA
674
Waverly Advisors
Alabama
$327K -$970 -5 -0.3%
NPFS
675
Novak & Powell Financial Services
Florida
$324K +$1.75K +9 +0.5%
25 26
27
28 29