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M&T Bank
MTB

1,053 hedge funds and large institutions have $26.7B invested in M&T Bank in 2025 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 410 increasing their positions, 328 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 59

38% more call options, than puts

Call options by funds: $124M | Put options by funds: $90M

25% more repeat investments, than reductions

Existing positions increased: 410 | Existing positions reduced: 328

3% more funds holding

Funds holding: 1,022 → 1,053 (+31)

1% more ownership

Funds ownership: 85.47% → 86.47% (+1%)

0% more capital invested

Capital invested by funds: $26.6B → $26.7B (+$81.3M)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

Holders
1,053
Holders Change
+31
Holders Change %
+3.03%
% of All Funds
13.82%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
103
Increased
410
Reduced
328
Closed
59
Calls
$124M
Puts
$90M
Net Calls
+$33.8M
Net Calls Change
-$20.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$98.5M
2
Boston Partners
Boston Partners
Massachusetts
+$80.2M
3
Morgan Stanley
Morgan Stanley
New York
+$70.5M
4
Bank of America
Bank of America
North Carolina
+$66.1M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$54.2M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
-$114M
2
First Trust Advisors
First Trust Advisors
Illinois
-$75.1M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$67.5M
4
JCM
Junto Capital Management
New York
-$55.3M
5
BlackRock
BlackRock
New York
-$51.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
RTL
951
Red Tortoise LLC
Georgia
$10.3K – – –
TFGT
952
TS Financial Group (TSFG)
Illinois
$10K – – –
AW
953
Avion Wealth
Texas
$10K +$589 +3 +6%
MPW
954
MASECO Private Wealth
$9.89K – – –
CSC
955
Caldwell Sutter Capital
California
$9.88K – – –
GJIA
956
Glass Jacobson Investment Advisors
Maryland
$9.88K – – –
CIA
957
Cape Investment Advisory
Georgia
$9.88K +$1.18K +6 +14%
MMCM
958
Murphy & Mullick Capital Management
New York
$9.14K – – –
AWM
959
AllSquare Wealth Management
New York
$9.09K – – –
RDFA
960
Ritter Daniher Financial Advisory
Ohio
$9.09K +$9.03K +46 New
QWM
961
Quaker Wealth Management
New Jersey
$8.89K -$9.81K -50 -53%
TC
962
Truvestments Capital
Florida
$8.5K +$8.44K +43 New
HHGA
963
Halbert Hargrove Global Advisors
California
$8.3K +$8.24K +42 New
IWM
964
IMG Wealth Management
Florida
$8.3K – – –
MHR
965
Matthew Hamilton Rosenberg
$8.3K – – –
LFA
966
LGT Financial Advisors
Texas
$8.02K -$196 -1 -2%
CMP
967
Coston McIsaac & Partners
Maine
$8K – – –
JSAM
968
J. Safra Asset Management
New York
$7.91K +$7.85K +40 New
BWL
969
Bogart Wealth LLC
Virginia
$7.85K +$981 +5 +14%
HFS
970
Hughes Financial Services
Virginia
$7.53K +$1.96K +10 +33%
FPF
971
First Pacific Financial
Washington
$7.51K – – –
HWP
972
Highline Wealth Partners
California
$7.13K – – –
APW
973
Aventura Private Wealth
Florida
$7.11K – – –
BCWM
974
Bartlett & Co Wealth Management
Ohio
$7.11K – – –
CB
975
Centennial Bank
Arkansas
$6.92K – – –
37 38
39
40 41

MTB Hedge Fund Activity: Q3 2025 in Review

1,053 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q3 2025, worth a combined $26.7B — up 0.31% from $26.6B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new MTB positions and 59 closed out — a net gain of 44 holders — while 410 added to existing stakes and 328 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $98.5M. The largest seller was Marshall Wace, cutting an estimated $114M.

  • 1,053 institutional investors held M&T Bank (MTB) as of Q3 2025, up from 1,022 in Q2 2025.
  • Funds reported $26.7B of M&T Bank stock for Q3 2025, up 0.31% quarter-over-quarter.
  • 103 funds opened new M&T Bank positions in Q3 2025 and 59 closed out, a net change of +44 holders.
  • The largest M&T Bank buyer in Q3 2025 was Fidelity Investments, an estimated $98.5M added.
  • The largest M&T Bank seller in Q3 2025 was Marshall Wace, an estimated $114M sold.

Based on aggregated 13F filings for Q3 2025.