Balyasny Asset Management
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Balyasny Asset Management’s Bank of Montreal BMO Stock Holding History

Balyasny Asset Management’s Portfolio BMO Stock Details BMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-46,500
Closed -$5.01M – 2483
2021
Q4 		$5.01M Buy
+46,500
New +$5.01M 0.02% 848

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Balyasny Asset Management's BMO Position: Q4 2025 in Review

Balyasny Asset Management sold out of Bank of Montreal (BMO) in Q4 2025, closing a stake of 18,445 shares — an estimated $2.4M sold.

Balyasny Asset Management first reported a position in BMO in Q2 2016 and held it in 23 quarters. The position peaked at $20.7M in Q4 2022. 615 funds tracked by Wall St. Rank hold BMO as of Q4 2025.

  • Balyasny Asset Management reported no remaining Bank of Montreal position as of Q4 2025 after selling out during the quarter.
  • Balyasny Asset Management sold 18,445 Bank of Montreal shares in Q4 2025, an estimated $2.4M.
  • Balyasny Asset Management first reported a position in Bank of Montreal in Q2 2016 and held it in 23 quarters.
  • Balyasny Asset Management's Bank of Montreal position peaked at $20.7M in Q4 2022.
  • 615 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2025.

Based on Balyasny Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.