MTB icon

M&T Bank
MTB

Overview Fund Activity

1,026 hedge funds and large institutions have $27.1B invested in M&T Bank in 2024 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 352 increasing their positions, 344 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,026
Holders Change
+96
Holders Change %
+10.32%
% of All Funds
13.66%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
178
Increased
352
Reduced
344
Closed
64
Calls
$104M
Puts
$120M
Net Calls
-$15.8M
Net Calls Change
-$54M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.65B
2
UBS Group
2
UBS Group
Switzerland
$219M
3
BlackRock
3
BlackRock
New York
$2.47B
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$295M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$48.9M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.4B
2
Invesco
2
Invesco
Georgia
$580M
3
CF
3
Canoe Financial
Alberta, Canada
$60.5K
4
LSV Asset Management
4
LSV Asset Management
Illinois
$84.2M
5
Bank of America
5
Bank of America
North Carolina
$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFPC
1001
Global Financial Private Client
Florida
$1.5K +$564 +3 +60%
IHWM
1002
Iron Horse Wealth Management
Iowa
$1.32K – – –
CTC
1003
Central Trust Company
Missouri
$1.13K – – –
RI
1004
Ridgewood Investments
New Jersey
$1.13K -$3.38K -18 -75%
NL
1005
NVWM LLC
Pennsylvania
$1.13K – – –
TSMHT
1006
Thurston Springer Miller Herd & Titak
Indiana
$1.13K – – –
CAWM
1007
Capital A Wealth Management
Pennsylvania
$1.13K +$1.13K +6 New
NC
1008
NewSquare Capital
Pennsylvania
$1.13K +$1.13K +6 New
FWM
1009
FLP Wealth Management
Arkansas
$1.05K +$1.05K +6 New
CPG
1010
Cornerstone Planning Group
New Jersey
$1.01K – – –
ACA
1011
Atlas Capital Advisors
Wyoming
$940 – – –
JFG
1012
JDM Financial Group
Texas
$940 – – –
CJ
1013
Caitlin John
Michigan
$819 – – –
AGWCA
1014
Annis Gardner Whiting Capital Advisors
Florida
$753 +$753 +4 New
PWA
1015
Principia Wealth Advisory
Texas
$752 +$752 +4 New
OSNBOA
1016
Old Second National Bank of Aurora
Illinois
$752 +$752 +4 New
CFD
1017
Creative Financial Designs
Indiana
$578 – – –
WW
1018
Winnow Wealth
Texas
$493 +$493 +3 New
DFA
1019
DHJJ Financial Advisors
Illinois
$377 – – –
WA
1020
WestEnd Advisors
North Carolina
$376 +$188 +1 +100%
PWM
1021
Parkworth Wealth Management
California
$376 +$376 +2 New
VWA
1022
Valued Wealth Advisors
Utah
$189 – – –
AA
1023
Ancora Advisors
Ohio
$188 – – –
AP
1024
Aspect Partners
Virginia
$188 – – –
T
1025
Transce3nd
Texas
$188 +$188 +1 New
39 40
41
42 43