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M&T Bank

1,102 hedge funds and large institutions have $27.5B invested in M&T Bank in 2025 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 351 increasing their positions, 394 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 84

18% more call options, than puts

Call options by funds: $121M | Put options by funds: $102M

5% more funds holding

Funds holding: 1,0531,102 (+49)

2.24% more ownership

Funds ownership: 86.47%88.7% (+2.2%)

3% more capital invested

Capital invested by funds: $26.7B → $27.5B (+$760M)

11% less repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 394

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
1,102
Holders Change
+49
Holders Change %
+4.65%
% of All Funds
13.41%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.06%
New
151
Increased
351
Reduced
394
Closed
84
Calls
$121M
Puts
$102M
Net Calls
+$18.6M
Net Calls Change
-$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
776
Alchemi Wealth
Connecticut
$253K +$240K +1,255 New
CFG
777
Chapman Financial Group
Hawaii
$252K
LWCFA
778
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$251K
RPWA
779
Regent Peak Wealth Advisors
Georgia
$251K -$1.15K -6 -0.5%
NICM
780
Neo Ivy Capital Management
New York
$250K +$237K +1,239 New
PFS
781
Prospera Financial Services
Texas
$249K +$29K +152 +14%
FFC
782
Frederick Financial Consultants
Maryland
$249K -$1.72K -9 -0.7%
SPC
783
Spirepoint Private Client
Florida
$246K +$233K +1,221 New
WF
784
Wayfinding Financial
Washington
$246K +$191 +1 +0.1%
YIA
785
YHB Investment Advisors
Connecticut
$244K
OC
786
Oppenheimer & Co
New York
$243K -$9.55K -50 -4%
FWCM
787
Ferguson Wellman Capital Management
Oregon
$243K
BFG
788
Beacon Financial Group
Texas
$243K +$1.15K +6 +0.5%
HAS
789
HBW Advisory Services
California
$243K -$1.72K -9 -0.7%
USWIA
790
UP Strategic Wealth Investment Advisors
Pennsylvania
$241K +$193K +1,011 New
BAAM
791
Baker Avenue Asset Management
California
$240K +$4.58K +24 +2%
HWA
792
Heartwood Wealth Advisors
Virginia
$240K -$26.7K -140 -11%
PFM
793
Patton Fund Management
Texas
$239K -$24.3K -127 -10%
SWP
794
Stratos Wealth Partners
Ohio
$238K -$131K -686 -37%
TA
795
TrueWealth Advisors
Alabama
$238K
LMFP
796
Larry Mathis Financial Planning
Arizona
$238K +$225K +1,180 New
HPM
797
Hudson Portfolio Management
New York
$237K
ACL
798
Applied Capital LLC
Florida
$237K
WIC
799
Woodmont Investment Counsel
Tennessee
$236K +$2.29K +12 +1%
CAAM
800
Cornerstone Advisors Asset Management
Pennsylvania
$236K