We are live on ! Find out more
MTB icon

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
GL
726
Graypoint LLC
New York
$283K +$45.5K +240 +18%
CCA
727
Checchi Capital Advisers
California
$282K +$12.7K +67 +4%
CCA
728
Cobblestone Capital Advisors
New York
$281K -$27.5K -145 -8%
WAAG
729
Wealth Alliance Advisory Group
Kansas
$278K +$1.14K +6 +0.4%
GM
730
GeoWealth Management
Illinois
$278K -$76.2K -402 -21%
CPIA
731
Cornell Pochily Investment Advisors
New York
$278K +$56K +295 +23%
AAIS
732
ABN AMRO Investment Solutions
$278K -$72.1K -380 -20%
CFO
733
Collective Family Office
Pennsylvania
$277K -$14K -74 -5%
BI
734
Bradyco Inc
Massachusetts
$276K
SWIM
735
Smallwood Wealth Investment Management
New Jersey
$272K
SHA
736
Seneca House Advisors
Virginia
$272K -$77K -406 -21%
ZBNA
737
Zions Bancorporation, National Association
Utah
$271K +$287K +1,515 New
FNBOO
738
First National Bank of Omaha
Nebraska
$270K
LA
739
LVW Advisors
New York
$268K +$7.21K +38 +3%
EI
740
Ellevest Inc
New York
$267K +$12.7K +67 +5%
DWT
741
Dorsey & Whitney Trust
South Dakota
$267K +$21.2K +112 +8%
ONST
742
Old North State Trust
North Carolina
$267K
JFG
743
Jefferies Financial Group
New York
$267K +$283K +1,493 New
BAM
744
Blueshift Asset Management
New Jersey
$263K +$279K +1,472 New
BMCM
745
Burns Matteson Capital Management
New York
$255K
SWM
746
SeaCrest Wealth Management
New York
$254K +$569 +3 +0.2%
BCM
747
Brown Capital Management
Maryland
$254K -$59.2K -312 -18%
GLA
748
Good Life Advisors
Pennsylvania
$252K +$37.9K +200 +17%
TIA
749
Traphagen Investment Advisors
New Jersey
$244K +$569 +3 +0.2%
SWM
750
Silverlake Wealth Management
Vermont
$243K +$52.9K +279 +26%

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.