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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
HFS
1001
Hantz Financial Services
Michigan
$2K +$2.28K +12 New
S
1002
Sachetta
Massachusetts
$1.97K -$759 -4 -27%
DWM
1003
Dogwood Wealth Management
Kansas
$1.97K +$2.09K +11 New
SIC
1004
SJS Investment Consulting
Ohio
$1.79K -$190 -1 -9%
WCM
1005
WealthTrak Capital Management
Virginia
$1.79K
CTC
1006
Central Trust Company
Missouri
$1.79K +$759 +4 +67%
ACA
1007
American Capital Advisory
Idaho
$1.61K +$1.71K +9 New
HHGA
1008
Halbert Hargrove Global Advisors
California
$1.61K +$1.71K +9 New
WTFG
1009
Wood Tarver Financial Group
Idaho
$1.25K -$28.6K -151 -96%
IHWM
1010
Iron Horse Wealth Management
Iowa
$1.25K
NL
1011
NVWM LLC
Pennsylvania
$1.25K +$190 +1 +17%
AWM
1012
Activest Wealth Management
Florida
$1.25K +$1.33K +7 New
FNWA
1013
Financial Network Wealth Advisors
Utah
$1.25K +$1.33K +7 New
GSWM
1014
Golden State Wealth Management
California
$1.25K +$1.33K +7 New
CAWM
1015
Capital A Wealth Management
Pennsylvania
$1.07K
RI
1016
Ridgewood Investments
New Jersey
$1.07K
AP
1017
Aspect Partners
Virginia
$1.07K +$948 +5 +500%
JFG
1018
JDM Financial Group
Texas
$894
WA
1019
WestEnd Advisors
North Carolina
$894 +$569 +3 +150%
ACA
1020
Atlas Capital Advisors
Wyoming
$893
BHWM
1021
Bay Harbor Wealth Management
Maryland
$715 +$759 +4 New
WW
1022
Winnow Wealth
Texas
$704 +$190 +1 +33%
CFD
1023
Creative Financial Designs
Indiana
$553
BCM
1024
Blume Capital Management
California
$537 +$569 +3 New
PWA
1025
Principia Wealth Advisory
Texas
$504 -$190 -1 -25%

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.