Bank of Montreal
ZOOZ

Bank of Montreal’s ZOOZ Strategy Ltd ZOOZ Stock Holding History

Bank of Montreal’s Portfolio ZOOZ Stock Details ZOOZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$222M Hold
350,000
– – 0.08% 194
2025
Q4 		$286M Buy
+350,000
New +$7.05M 0.1% 163

Other funds holding ZOOZ

NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
ACM
Arrington Capital Management Miami, Florida $97.1M AUM
KCMH
Keywise Capital Management (HK) Hong Kong $630M AUM 81.01% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 76.63% 1-Year Est. Return
PCP
Pantera Capital Partners San Francisco, California $158M AUM 600.89% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 28.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of Montreal's ZOOZ Position: Q1 2026 in Review

Bank of Montreal held its ZOOZ Strategy Ltd (ZOOZ) position steady in Q1 2026 at 350,000 shares worth $222M. The position accounts for 0.08% of the portfolio, ranked #194.

Bank of Montreal first reported a position in ZOOZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $286M in Q4 2025. 15 funds tracked by Wall St. Rank hold ZOOZ as of Q1 2026.

  • Bank of Montreal held 350,000 shares of ZOOZ Strategy Ltd worth $222M as of Q1 2026.
  • Bank of Montreal left its ZOOZ Strategy Ltd share count unchanged in Q1 2026.
  • ZOOZ Strategy Ltd made up 0.08% of Bank of Montreal's portfolio in Q1 2026, its #194 holding.
  • Bank of Montreal first reported a position in ZOOZ Strategy Ltd in Q4 2025 and has held it in 2 quarters since.
  • Bank of Montreal's ZOOZ Strategy Ltd position peaked at $286M in Q4 2025.
  • 15 funds tracked by Wall St. Rank held ZOOZ Strategy Ltd as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.