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M&T Bank

941 hedge funds and large institutions have $25.7B invested in M&T Bank in 2024 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 330 increasing their positions, 337 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

42% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 78

33% more call options, than puts

Call options by funds: $154M | Put options by funds: $116M

20% more capital invested

Capital invested by funds: $21.5B → $25.7B (+$4.23B)

3% more funds holding

Funds holding: 918941 (+23)

1.45% more ownership

Funds ownership: 85.23%86.68% (+1.5%)

2% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 337

Holders
941
Holders Change
+23
Holders Change %
+2.51%
% of All Funds
13.51%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.16%
New
111
Increased
330
Reduced
337
Closed
78
Calls
$154M
Puts
$116M
Net Calls
+$38.3M
Net Calls Change
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
QWP
726
Quotient Wealth Partners
Texas
$224K +$208K +1,255 New
HPM
727
Hudson Portfolio Management
New York
$223K +$208K +1,254 New
HAS
728
HBW Advisory Services
California
$223K +$208K +1,254 New
RPWA
729
Regent Peak Wealth Advisors
Georgia
$221K +$206K +1,241 New
ONB
730
Old National Bancorp
Indiana
$221K -$103K -621 -33%
LIG
731
Lokken Investment Group
Delaware
$220K +$205K +1,236 New
AUB
732
Atlantic Union Bankshares
Virginia
$219K +$204K +1,230 New
EBT
733
Enterprise Bank & Trust
Massachusetts
$218K +$203K +1,226 New
GWMR
734
GC Wealth Management RIA
Massachusetts
$216K +$201K +1,215 New
SI
735
Stephens Inc
Arkansas
$216K -$33.2K -200 -14%
ACL
736
Applied Capital LLC
Florida
$214K +$199K +1,200 New
AWP
737
Ascent Wealth Partners
New York
$213K +$198K +1,197 New
FMTCOCP
738
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$213K
HWA
739
Heartwood Wealth Advisors
Virginia
$210K +$196K +1,180 New
TA
740
TrueWealth Advisors
Alabama
$210K +$196K +1,180 New
DWM
741
Dopkins Wealth Management
New York
$207K -$238K -1,433 -55%
FWCM
742
Ferguson Wellman Capital Management
Oregon
$206K -$61.9K -373 -24%
HFM
743
Hartford Financial Management
Connecticut
$205K
CAM
744
Cidel Asset Management
Ontario, Canada
$204K -$29.8K -180 -14%
NP
745
NorthRock Partners
Minnesota
$203K +$189K +1,137 New
PWMAG
746
Pinnacle Wealth Management Advisory Group
New Jersey
$202K +$188K +1,134 New
EWA
747
EverSource Wealth Advisors
Alabama
$197K +$1.33K +8 +0.7%
FDCP
748
Foster Dykema Cabot & Partners
Massachusetts
$194K -$45.3K -273 -20%
JWA
749
JFS Wealth Advisors
Pennsylvania
$183K +$1.33K +8 +0.8%
LS
750
Livforsakringsbolaget Skandia
Sweden
$180K +$133K +800 +385%

MTB Hedge Fund Activity: Q3 2024 in Review

941 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q3 2024, worth a combined $25.7B — up 20% from $21.5B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new MTB positions and 78 closed out — a net gain of 33 holders — while 330 added to existing stakes and 337 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $306M. The largest seller was Wellington Management Group, cutting an estimated $242M.

  • 941 institutional investors held M&T Bank (MTB) as of Q3 2024, up from 918 in Q2 2024.
  • Funds reported $25.7B of M&T Bank stock for Q3 2024, up 20% quarter-over-quarter.
  • 111 funds opened new M&T Bank positions in Q3 2024 and 78 closed out, a net change of +33 holders.
  • The largest M&T Bank buyer in Q3 2024 was Morgan Stanley, an estimated $306M added.
  • The largest M&T Bank seller in Q3 2024 was Wellington Management Group, an estimated $242M sold.

Based on aggregated 13F filings for Q3 2024.