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Bank of Montreal
BMO

Overview Fund Activity

550 hedge funds and large institutions have $38.5B invested in Bank of Montreal in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 181 increasing their positions, 193 reducing their positions, and 48 closing their positions.

Holders
550
Holders Change
+4
Holders Change %
+0.73%
% of All Funds
7.39%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
64
Increased
181
Reduced
193
Closed
48
Calls
$668M
Puts
$1.35B
Net Calls
-$685M
Net Calls Change
-$138M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$1.18B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$7.24B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$528M
4
Public Sector Pension Investment Board (PSP Investments)
4
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$240M
5
Goldman Sachs
5
Goldman Sachs
New York
$607M

Top Sellers

1
CIBC World Market
1
CIBC World Market
Ontario, Canada
$1.5B
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$1.14B
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$369M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$3.15B
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$7.24B 65,483,432 +7,902,053 +14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.57B 32,194,013 +1,196,237 +4%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$3.15B 28,389,384 -2,388,238 -8%
TD Asset Management
4
TD Asset Management
Ontario, Canada
$1.91B 17,289,838 -11,924 -0.1%
CIBC World Market
5
CIBC World Market
Ontario, Canada
$1.5B 13,551,901 -3,536,019 -21%
Norges Bank
6
Norges Bank
Norway
$1.18B 10,679,880 +10,679,880 New
National Bank of Canada
7
National Bank of Canada
Quebec, Canada
$1.14B 10,306,979 -2,729,802 -21%
Mackenzie Financial
8
Mackenzie Financial
Ontario, Canada
$1.11B 10,051,692 -117,641 -1%
Bank of Nova Scotia
9
Bank of Nova Scotia
Ontario, Canada
$844M 7,621,886 -787,481 -9%
Toronto Dominion Bank
10
Toronto Dominion Bank
Ontario, Canada
$798M 7,194,153 -929,786 -11%
1832 Asset Management
11
1832 Asset Management
Ontario, Canada
$758M 6,855,991 -84,646 -1%
JFL
12
Jarislowsky, Fraser Ltd
Quebec, Canada
$708M 6,400,179 -149,380 -2%
CIBC Asset Management
13
CIBC Asset Management
Ontario, Canada
$687M 6,189,614 -442,333 -7%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$656M 5,842,134 +939,156 +19%
BGC
15
Beutel, Goodman & Co
Ontario, Canada
$638M 5,767,972 -204,686 -3%
Goldman Sachs
16
Goldman Sachs
New York
$607M 5,484,837 +1,401,332 +34%
Caisse de Depot et Placement du Quebec (CDPQ)
17
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$599M 5,419,567 – –
Fidelity Investments
18
Fidelity Investments
Massachusetts
$538M 4,853,286 -119,250 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
19
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$528M 4,764,602 +3,331,968 +233%
Legal & General Group
20
Legal & General Group
United Kingdom
$481M 4,348,743 +16,538 +0.4%
Fidelity International
21
Fidelity International
Bermuda
$461M 4,162,167 -1,025,031 -20%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$453M 4,096,926 +158,442 +4%
Fiera Capital (Canada)
23
Fiera Capital (Canada)
Quebec, Canada
$428M 3,865,481 +580 +0%
SC
24
Scotia Capital
Ontario, Canada
$396M 3,577,139 +113,643 +3%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$393M 3,552,162 -12,216 -0.3%
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