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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
BW
1101
BXM Wealth
Colorado
-$207K -1,100 Closed
EC
1102
Enhancing Capital
Pennsylvania
-$207K -1,100 Closed
MCM
1103
Monument Capital Management
Virginia
-$206K -1,097 Closed
MWM
1104
Modera Wealth Management
New Jersey
-$202K -1,076 Closed
WC
1105
Whitney & Co
New York
-$202K -1,076 Closed
ORC
1106
O'Rourke & Company
Massachusetts
-$201K -1,070 Closed
NWAG
1107
Net Worth Advisory Group
Utah
-$201K -1,067 Closed
NRS
1108
Neville Rodie & Shaw
New York
-$200K -1,062 Closed
IUHSA
1109
Itau Unibanco Holding S.A.
Brazil
-$189K -1,000 Closed
VWM
1110
Venturi Wealth Management
Texas
-$116K -619 Closed
Optiver Holding
1111
Optiver Holding
Netherlands
-$92.5K -492 Closed
CAS
1112
Coppell Advisory Solutions
Texas
-$87.5K -464 Closed
QL
1113
Quarry LP
New York
-$86.9K -462 Closed
T
1114
TOBAM
France
-$76K -406 Closed
AWM
1115
Avior Wealth Management
Nebraska
-$66.2K -352 Closed
CCM
1116
CAAS Capital Management
New York
-$56.4K -300 Closed
RCM
1117
Raleigh Capital Management
North Carolina
-$51.1K -272 Closed
HI
1118
Human Investing
Oregon
-$44K -234 Closed
AFM
1119
Aspetuck Financial Management
Connecticut
-$37.6K -200 Closed
B
1120
Birchbrook
Maine
-$22.2K -118 Closed
CB
1121
CNB Bank
Pennsylvania
-$20.7K -110 Closed
TWC
1122
TD Waterhouse Canada
Ontario, Canada
-$16K -85 Closed
CFGS
1123
Concourse Financial Group Securities
Alabama
-$16K -82 Closed
KBFS
1124
Kohmann Bosshard Financial Services
Ohio
-$13.5K -72 Closed
WAS
1125
Winch Advisory Services
Wisconsin
-$9.21K -49 Closed

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.