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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
KWM
676
Kingsview Wealth Management
Oregon
$340K +$7.59K +40 +2%
WA
677
WBH Advisory
Maryland
$339K +$89.1K +470 +33%
LA
678
Legacy Advisors
Pennsylvania
$339K +$379 +2 +0.1%
IWM
679
IHT Wealth Management
Illinois
$339K +$1.33K +7 +0.4%
MFA
680
Mayflower Financial Advisors
Massachusetts
$335K +$13.3K +70 +4%
EBA
681
Eagle Bay Advisors
New York
$334K
VA
682
Valmark Advisers
Ohio
$333K -$4.74K -25 -1%
CFSG
683
Community Financial Services Group
Vermont
$333K
BMM
684
Buffington Mohr McNeal
Idaho
$331K -$284K -1,500 -45%
PCMC
685
Paragon Capital Management (Colorado)
Colorado
$329K +$2.65K +14 +0.8%
SIC
686
Sage Investment Counsel
Tennessee
$328K +$190 +1 +0.1%
GS
687
GWN Securities
Florida
$328K -$388K -2,048 -53%
WA
688
WealthTrust Axiom
Pennsylvania
$328K +$33.8K +178 +11%
BTI
689
Blue Trust Inc
Georgia
$328K +$43.8K +231 +14%
FWM
690
Focused Wealth Management
New York
$326K +$17.6K +93 +5%
JIC
691
Joel Isaacson & Co
New York
$320K +$379 +2 +0.1%
FCI
692
Financial Counselors Inc
Kansas
$320K -$2.47K -13 -0.7%
UB
693
Umpqua Bank
Oregon
$319K +$20.1K +106 +6%
WIP
694
WealthCare Investment Partners
Rhode Island
$317K +$2.85K +15 +0.7%
NA
695
Note Advisors
New York
$316K -$7.02K -37 -2%
LA
696
Latitude Advisors
Florida
$313K +$74.7K +394 +29%
DWA
697
Douglass Winthrop Advisors
New York
$313K -$23.7K -125 -7%
LFA
698
Level Financial Advisors
New York
$312K -$5.12K -27 -2%
BFIM
699
Beese Fulmer Investment Management
Ohio
$311K +$330K +1,738 New
SFG
700
SevenBridge Financial Group
Pennsylvania
$309K -$6.26K -33 -2%

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.