5 hedge funds and family offices disclose a MTB position in their latest SEC 13F filing — combined $39.9M in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 86,333 | $17.4M | 1.56% | 2025-12-31 |
| 2 | Christopher Davis | Davis Selected Advisers, LP | 60,305 | $12.5M | 0.06% | 2026-03-31 |
| 3 | Ray Dalio | Bridgewater Associates LP | 41,196 | $8.5M | 0.04% | 2026-03-31 |
| 4 | Francois Rochon | Giverny Capital Inc. | 7,540 | $1.5M | 0.05% | 2025-12-31 |
| 5 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 33 | $7K | 0.00% | 2025-12-31 |
As of the latest 13F window, 5 tracked superinvestors hold MTB. The largest disclosed position is Matrix Asset Advisors at $17.4M (1.6% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying MTB, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
5 hedge funds and family offices disclose a MTB position in their latest SEC 13F filing — combined $39.9M in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 86,333 | $17.4M | 1.56% | 2025-12-31 |
| 2 | Christopher Davis | Davis Selected Advisers, LP | 60,305 | $12.5M | 0.06% | 2026-03-31 |
| 3 | Ray Dalio | Bridgewater Associates LP | 41,196 | $8.5M | 0.04% | 2026-03-31 |
| 4 | Francois Rochon | Giverny Capital Inc. | 7,540 | $1.5M | 0.05% | 2025-12-31 |
| 5 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 33 | $7K | 0.00% | 2025-12-31 |
As of the latest 13F window, 5 tracked superinvestors hold MTB. The largest disclosed position is Matrix Asset Advisors at $17.4M (1.6% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying MTB, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
