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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
AWM
951
AllSquare Wealth Management
New York
$8.22K
CIA
952
Cape Investment Advisory
Georgia
$7.87K
MHR
953
Matthew Hamilton Rosenberg
$7.51K +$190 +1 +2%
CHC
954
City Holding Co
West Virginia
$7.51K +$7.97K +42 New
LFA
955
LGT Financial Advisors
Texas
$7.15K -$43.8K -231 -85%
CMP
956
Coston McIsaac & Partners
Maine
$7K
TSMHT
957
Thurston Springer Miller Herd & Titak
Indiana
$6.74K +$5.88K +31 +517%
BCWM
958
Bartlett & Co Wealth Management
Ohio
$6.61K +$190 +1 +3%
FPF
959
First Pacific Financial
Washington
$6.43K
APW
960
Aventura Private Wealth
Florida
$6.43K +$6.83K +36 New
CB
961
Centennial Bank
Arkansas
$6.26K
FWM
962
FSA Wealth Management
Massachusetts
$6.26K
MCM
963
Manchester Capital Management
Vermont
$6.08K
AW
964
Avion Wealth
Texas
$6K
FMP
965
Financial Management Professionals
Texas
$5.9K +$2.47K +13 +65%
TH
966
TCTC Holdings
Texas
$5.72K +$3.04K +16 +100%
HWP
967
Highline Wealth Partners
California
$5.37K +$759 +4 +15%
TFA
968
Transamerica Financial Advisors
Florida
$5K
HFS
969
Hughes Financial Services
Virginia
$4.94K +$5.31K +28 New
WA
970
Whipplewood Advisors
Colorado
$4.83K -$948 -5 -7%
CIAS
971
CBIZ Investment Advisory Services
Ohio
$4.83K +$3.41K +18 +200%
MSWM
972
Mowery & Schoenfeld Wealth Management
Illinois
$4.65K -$4.17K -22 -46%
BIA
973
Bell Investment Advisors
California
$4.65K
BWL
974
Bogart Wealth LLC
Virginia
$4.65K +$1.14K +6 +30%
HNW
975
High Note Wealth
Minnesota
$4.47K

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.