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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
CH
851
Cromwell Holdings
Wyoming
$80.6K +$1.52K +8 +2%
MIFH
852
Migdal Insurance & Financial Holdings
Israel
$80K -$63.9K -337 -43%
SIM
853
Sentry Investment Management
Wisconsin
$80K +$96.5K +509 New
AAP
854
Arax Advisory Partners
Colorado
$78K +$7.4K +39 +10%
PS
855
Principal Securities
Iowa
$77.1K
MSFP
856
Mark Sheptoff Financial Planning
Connecticut
$76.2K
RAM
857
Riggs Asset Management
Pennsylvania
$72.2K
1IA
858
1620 Investment Advisors
Massachusetts
$71.5K
QC
859
Quent Capital
New York
$70.4K -$1.9K -10 -2%
HBW
860
Hazlett, Burt & Watson
West Virginia
$70K
CWP
861
Concord Wealth Partners
Virginia
$69K +$569 +3 +0.8%
AF
862
Advisornet Financial
Minnesota
$66.9K +$64.7K +341 +1,033%
SHIM
863
Stone House Investment Management
Pennsylvania
$65.6K +$69.6K +367 New
FCAS
864
First Command Advisory Services
Texas
$62.9K +$1.33K +7 +2%
SWA
865
SOA Wealth Advisors
New York
$60.8K +$379 +2 +0.6%
HIA
866
Harbor Investment Advisory
Maryland
$59.2K +$2.65K +14 +4%
DMBA
867
Deseret Mutual Benefit Administrators
Utah
$53.1K
PPC
868
Park Place Capital
Alabama
$53.1K
IRC
869
Investors Research Corp
Georgia
$52.7K +$13.3K +70 +31%
CFO
870
CVA Family Office
Colorado
$49.3K -$1.52K -8 -3%
ST
871
Smithfield Trust
Pennsylvania
$48K -$4.17K -22 -8%
SO
872
Sierra Ocean
California
$45.3K +$3.6K +19 +8%
OAJ
873
Ogorek Anthony Joseph
New York
$45K +$11.6K +61 +32%
OPTFSNA
874
Old Point Trust & Financial Services N A
Virginia
$44.7K
MWM
875
Mascoma Wealth Management
New Hampshire
$43.8K +$379 +2 +0.8%

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.