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M&T Bank
MTB

Overview Fund Activity

1,019 hedge funds and large institutions have $24.8B invested in M&T Bank in 2025 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 384 increasing their positions, 368 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,019
Holders Change
-8
Holders Change %
-0.78%
% of All Funds
13.85%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
102
Increased
384
Reduced
368
Closed
97
Calls
$97.6M
Puts
$59.5M
Net Calls
+$38.1M
Net Calls Change
+$53.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.77B
2
Viking Global Investors
Viking Global Investors
Connecticut
$133M
3
Invesco
Invesco
Georgia
$635M
4
Bank of America
Bank of America
North Carolina
$208M
5
Morgan Stanley
Morgan Stanley
New York
$1.03B

Top Sellers

1
Charles Schwab
Charles Schwab
California
$184M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.15B
3
State Street
State Street
Massachusetts
$1.44B
4
SM
Senvest Management
New York
$0
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAWM
1001
Capital A Wealth Management
Pennsylvania
$1.07K – – –
AP
1002
Aspect Partners
Virginia
$1.07K +$894 +5 +500%
JFG
1003
JDM Financial Group
Texas
$894 – – –
WA
1004
WestEnd Advisors
North Carolina
$894 +$536 +3 +150%
ACA
1005
Atlas Capital Advisors
Wyoming
$893 – – –
BHWM
1006
Bay Harbor Wealth Management
Maryland
$715 +$715 +4 New
WW
1007
Winnow Wealth
Texas
$704 +$176 +1 +33%
CFD
1008
Creative Financial Designs
Indiana
$553 – – –
BCM
1009
Blume Capital Management
California
$537 +$537 +3 New
PWA
1010
Principia Wealth Advisory
Texas
$504 -$168 -1 -25%
PWM
1011
Parkworth Wealth Management
California
$358 – – –
DFA
1012
DHJJ Financial Advisors
Illinois
$358 – – –
HIA
1013
HFM Investment Advisors
New Jersey
$358 +$358 +2 New
BMC
1014
Bear Mountain Capital
Washington
$347 +$347 +2 New
VWA
1015
Valued Wealth Advisors
Utah
$181 – – –
AA
1016
Ancora Advisors
Ohio
$179 – – –
PWM
1017
Puff Wealth Management
New Jersey
$179 +$179 +1 New
RS
1018
Rakuten Securities
Japan
$179 +$179 +1 New
YDMI
1019
Y.D. More Investments
Israel
$113 +$13 +28 +14%
KWM
1020
Kiker Wealth Management
Georgia
$62 – – –
Norges Bank
1021
Norges Bank
Norway
– -$318M -1,689,752 Closed
SM
1022
Senvest Management
New York
– -$154M -819,770 Closed
EP
1023
Essential Planning
New Hampshire
– -$9.46M -47,685 Closed
QCM
1024
Qsemble Capital Management
New York
– -$5.74M -30,538 Closed
TI
1025
Trexquant Investment
Connecticut
– -$5.7M -30,291 Closed
39 40
41
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