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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
FRA
801
Frank Rimerman Advisors
California
$215K +$228K +1,203 New
AWP
802
Ascent Wealth Partners
New York
$214K
TF
803
Tompkins Financial
New York
$212K +$19K +100 +9%
HWA
804
Heartwood Wealth Advisors
Virginia
$211K
TA
805
TrueWealth Advisors
Alabama
$211K
ACL
806
Applied Capital LLC
Florida
$210K
CAAM
807
Cornerstone Advisors Asset Management
Pennsylvania
$209K +$19K +100 +9%
WF
808
Wayfinding Financial
Washington
$203K +$216K +1,139 New
PI
809
PineBridge Investments
New York
$203K +$215K +1,135 New
XT
810
XTX Topco
Cayman Islands
$202K -$454K -2,392 -68%
WIA
811
World Investment Advisors
California
$202K +$214K +1,129 New
LWCFA
812
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$191K
VCM
813
Versant Capital Management
Arizona
$191K +$98.4K +519 +95%
JWA
814
JFS Wealth Advisors
Pennsylvania
$190K +$3.6K +19 +2%
MWA
815
Medallion Wealth Advisors
Connecticut
$183K +$46.3K +244 +31%
LS
816
Livforsakringsbolaget Skandia
Sweden
$180K
EWA
817
EverSource Wealth Advisors
Alabama
$175K -$13.8K -73 -7%
HIMS
818
Hager Investment Management Services
New Hampshire
$165K
CPBTD
819
Central Pacific Bank - Trust Division
Hawaii
$161K
SFGP
820
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$150K +$8.54K +45 +6%
CI Investments Inc
821
CI Investments Inc
Ontario, Canada
$150K -$46.3K -244 -23%
PCM
822
Penserra Capital Management
California
$145K -$73K -385 -32%
SW
823
SVB Wealth
Massachusetts
$145K +$153K +809 New
O
824
Ossiam
France
$138K -$3.24M -17,107 -96%
HPC
825
HM Payson & Co
Maine
$135K +$190 +1 +0.1%

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.