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M&T Bank

1,042 hedge funds and large institutions have $27.1B invested in M&T Bank in 2024 Q4 according to their latest regulatory filings, with 183 funds opening new positions, 358 increasing their positions, 347 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 183 | Existing positions closed: 64

11% more funds holding

Funds holding: 9411,042 (+101)

5% more capital invested

Capital invested by funds: $25.7B → $27.1B (+$1.39B)

3% more repeat investments, than reductions

Existing positions increased: 358 | Existing positions reduced: 347

0.3% more ownership

Funds ownership: 86.68%86.98% (+0.3%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

13% less call options, than puts

Call options by funds: $104M | Put options by funds: $120M

Holders
1,042
Holders Change
+101
Holders Change %
+10.73%
% of All Funds
13.72%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
183
Increased
358
Reduced
347
Closed
64
Calls
$104M
Puts
$120M
Net Calls
-$15.8M
Net Calls Change
-$54M
Name Holding Trade Value Shares
Change
Change in
Stake
ACL
801
Applied Capital LLC
Florida
$221K -$4.97K -25 -2%
MW
802
Marcum Wealth
Ohio
$221K -$44.1K -222 -16%
SI
803
Stephens Inc
Arkansas
$218K -$10.1K -51 -4%
FWCM
804
Ferguson Wellman Capital Management
Oregon
$218K
RIM
805
Rockbridge Investment Management
New York
$215K +$227K +1,142 New
CP
806
Clarendon Private
Massachusetts
$210K +$222K +1,119 New
GWM
807
Gitterman Wealth Management
New Jersey
$209K -$56.3K -283 -20%
BPWM
808
Badgley Phelps Wealth Managers
Washington
$207K +$219K +1,100 New
BW
809
BXM Wealth
Colorado
$207K +$219K +1,100 New
CFM
810
Catalyst Funds Management
Australia
$207K +$219K +1,100 New
EC
811
Enhancing Capital
Pennsylvania
$207K +$219K +1,100 New
MCM
812
Monument Capital Management
Virginia
$206K +$218K +1,097 New
FDCP
813
Foster Dykema Cabot & Partners
Massachusetts
$205K
TF
814
Tompkins Financial
New York
$204K -$99.4K -500 -32%
CI Investments Inc
815
CI Investments Inc
Ontario, Canada
$204K +$56.3K +283 +35%
SWM
816
Silverlake Wealth Management
Vermont
$203K -$91.4K -460 -30%
WC
817
Whitney & Co
New York
$202K +$214K +1,076 New
MWM
818
Modera Wealth Management
New Jersey
$202K +$214K +1,076 New
CHP
819
Cable Hill Partners
Oregon
$201K +$213K +1,071 New
ORC
820
O'Rourke & Company
Massachusetts
$201K +$213K +1,070 New
CAAM
821
Cornerstone Advisors Asset Management
Pennsylvania
$201K -$199K -1,000 -48%
NWAG
822
Net Worth Advisory Group
Utah
$201K +$212K +1,067 New
NRS
823
Neville Rodie & Shaw
New York
$200K +$211K +1,062 New
EWA
824
EverSource Wealth Advisors
Alabama
$198K -$9.94K -50 -5%
Lazard Asset Management
825
Lazard Asset Management
New York
$197K -$2.37M -11,919 -92%