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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
MA
651
MONECO Advisors
Connecticut
$371K -$190 -1 -0%
IQI
652
Integrated Quantitative Investments
Washington
$370K
BCG
653
Breakwater Capital Group
New Jersey
$368K +$87.4K +461 +29%
MWM
654
Meridian Wealth Management
Kentucky
$366K +$49.7K +262 +15%
WF
655
Welch & Forbes
Massachusetts
$366K +$379 +2 +0.1%
PWM
656
Prentice Wealth Management
New York
$366K
CMAI
657
Capital Management Associates Inc
Minnesota
$364K +$387K +2,038 New
IAA
658
Independent Advisor Alliance
North Carolina
$363K -$9.1K -48 -2%
DDC
659
DF Dent & Co
Maryland
$362K -$379K -2,000 -50%
Hudson Bay Capital Management
660
Hudson Bay Capital Management
Connecticut
$361K +$383K +2,020 New
KCM
661
Kathmere Capital Management
Pennsylvania
$358K +$23.9K +126 +7%
DAM
662
Deltec Asset Management
New York
$358K
MAM
663
MMA Asset Management
Pennsylvania
$357K
DTL
664
Dynamic Technology Lab
Singapore
$356K -$652K -3,440 -63%
VSQM
665
V-Square Quantitative Management
Illinois
$356K
WSC
666
Wellington Shields & Co
New York
$351K
PCIA
667
Prime Capital Investment Advisors
Kansas
$349K +$109K +574 +42%
SPA
668
Sherbrooke Park Advisers
New York
$346K +$121K +636 +49%
EB
669
Eastern Bank
Massachusetts
$345K +$14K +74 +4%
CA
670
Clearstead Advisors
Ohio
$345K -$14.2K -75 -4%
TAM
671
Trust Asset Management
Texas
$343K -$22.2K -117 -6%
S
672
SignatureFD
Georgia
$343K -$13.1K -69 -3%
CC
673
Chicago Capital
Illinois
$343K -$1.14K -6 -0.3%
SFI
674
Siemens Fonds Invest
Germany
$342K +$23.1K +122 +7%
PPWP
675
Premier Path Wealth Partners
New Jersey
$341K +$9.86K +52 +3%

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.