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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
EMFAT
826
Emerald Mutual Fund Advisers Trust
Pennsylvania
$130K
SS
827
SBI Securities
Japan
$130K -$3.79K -20 -3%
BIG
828
Brooklyn Investment Group
New York
$124K +$32.1K +169 +32%
UB
829
UMB Bank
Missouri
$123K +$19.5K +103 +18%
LC
830
Lindbrook Capital
California
$121K +$21.1K +111 +20%
NB
831
NBT Bank
New York
$119K
CWM
832
Compass Wealth Management
Connecticut
$119K
PTC
833
Private Trust Company
Ohio
$115K +$17.3K +91 +16%
LFG
834
Larson Financial Group
Missouri
$114K +$1.33K +7 +1%
PMFA
835
Plante Moran Financial Advisors
Michigan
$113K +$60.7K +320 +103%
MSWA
836
Marshall & Sterling Wealth Advisors
New York
$110K -$35.7K -188 -23%
PFBT
837
Parkside Financial Bank & Trust
Missouri
$109K -$1.14K -6 -1%
RF
838
Roxbury Financial
New Jersey
$107K -$7.21K -38 -6%
SAM
839
Shell Asset Management
Netherlands
$107K -$4.74K -25 -4%
BTD
840
BankPlus Trust Department
Mississippi
$94.7K
ETC
841
Exchange Traded Concepts
Oklahoma
$94K +$34.9K +184 +54%
NS
842
NBC Securities
Alabama
$94K +$100K +529 New
CSP
843
Cary Street Partners
Virginia
$93.7K -$15.7K -83 -14%
OWP
844
ORG Wealth Partners
Texas
$92.1K +$99K +522 New
HWM
845
Hemington Wealth Management
Virginia
$90K +$3.6K +19 +4%
MFC
846
Mechanics Financial Corp
Ohio
$89.4K
MMG
847
Monetary Management Group
Missouri
$89.4K
KTC
848
Kentucky Trust Company
Kentucky
$87.6K
Loomis, Sayles & Company
849
Loomis, Sayles & Company
Massachusetts
$86K +$39.3K +207 +76%
BTC
850
Bank & Trust Company
Illinois
$82.6K

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.