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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
CI
751
CX Institutional
Indiana
$242K -$1.9K -10 -0.7%
IHL
752
Investment House LLC
California
$241K
ST
753
Sageworth Trust
Pennsylvania
$241K
JSC
754
Jackson Square Capital
California
$240K -$648K -3,418 -72%
MCM
755
MAI Capital Management
Ohio
$240K +$14.2K +75 +6%
PFS
756
Prospera Financial Services
Texas
$239K -$11.6K -61 -4%
AIA
757
AssuredPartners Investment Advisors
Florida
$238K +$252K +1,329 New
FC
758
Farringdon Capital
United Kingdom
$237K -$1.29M -6,800 -84%
STA
759
Summit Trail Advisors
New York
$237K -$41.2K -217 -14%
CB
760
Community Bank
New York
$236K -$78.3K -413 -24%
SSWM
761
Strait & Sound Wealth Management
California
$236K -$117K -615 -32%
SP
762
Saranac Partners
$236K
BMCM
763
Bryn Mawr Capital Management
Pennsylvania
$236K +$250K +1,319 New
CLA
764
Carnegie Lake Advisors
New Jersey
$235K
WIC
765
Woodmont Investment Counsel
Tennessee
$235K -$180K -950 -42%
SP
766
Successful Portfolios
Florida
$233K -$948 -5 -0.4%
GWMR
767
GC Wealth Management RIA
Massachusetts
$233K +$19.2K +101 +8%
AA
768
Alesco Advisors
New York
$232K
QWP
769
Quotient Wealth Partners
Texas
$231K -$379 -2 -0.2%
UFF
770
USA Financial Formulas
Michigan
$230K -$859K -4,531 -78%
GWANC
771
Guardian Wealth Advisors (North Carolina)
North Carolina
$230K -$1.9K -10 -0.8%
AWAP
772
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$229K
YIA
773
YHB Investment Advisors
Connecticut
$229K +$243K +1,281 New
MCCA
774
Mill Creek Capital Advisors
Pennsylvania
$228K +$1.9K +10 +0.8%
JSSH
775
J. Safra Sarasin Holding
$228K +$242K +1,275 New

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.