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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
AAG
701
Armstrong Advisory Group
Massachusetts
$307K
SCM
702
SCS Capital Management
Massachusetts
$306K +$325K +1,713 New
AA
703
Addison Advisors
Vermont
$306K -$19K -100 -6%
CIS
704
Connors Investor Services
Pennsylvania
$305K
KPWS
705
Kestra Private Wealth Services
Texas
$304K -$143K -755 -31%
VFA
706
Valeo Financial Advisors
Indiana
$304K +$22.8K +120 +8%
WA
707
Waverly Advisors
Alabama
$303K +$6.45K +34 +2%
RFN
708
Redwood Financial Network
Ohio
$303K +$321K +1,693 New
CI
709
Cigna Investments
Connecticut
$301K -$4.93K -26 -2%
SVWAG
710
Sound View Wealth Advisors Group
Georgia
$301K +$29K +153 +10%
MPM
711
MBB Public Markets
Illinois
$300K +$318K +1,676 New
NPFS
712
Novak & Powell Financial Services
Florida
$297K +$1.71K +9 +0.5%
DT
713
Diversified Trust
Tennessee
$296K +$314K +1,657 New
SWM
714
Salvus Wealth Management
New Jersey
$294K +$22.4K +118 +8%
KWA
715
Kingswood Wealth Advisors
California
$293K -$65.8K -347 -17%
JWCA
716
J.W. Cole Advisors
Florida
$292K +$310K +1,632 New
CIBC Private Wealth Group
717
CIBC Private Wealth Group
Georgia
$291K +$39.1K +206 +12%
AIP
718
Ameritas Investment Partners
Nebraska
$289K
Empower Advisory Group
719
Empower Advisory Group
Colorado
$288K +$1.33K +7 +0.4%
FWCM
720
Ferguson Wellman Capital Management
Oregon
$288K +$86.5K +456 +39%
BBA
721
BLB&B Advisors
Pennsylvania
$286K
AWM
722
AE Wealth Management
Kansas
$286K -$39.8K -210 -12%
SS
723
Sunbelt Securities
Texas
$284K +$30.3K +160 +11%
FTWA
724
Fifth Third Wealth Advisors
Ohio
$284K +$11.6K +61 +4%
SRC
725
Shufro Rose & Co
New York
$283K

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.