BMO icon

Bank of Montreal
BMO

Overview Fund Activity

552 hedge funds and large institutions have $38.5B invested in Bank of Montreal in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 181 increasing their positions, 194 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+6
Holders Change %
+1.1%
% of All Funds
7.4%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
65
Increased
181
Reduced
194
Closed
48
Calls
$693M
Puts
$1.37B
Net Calls
-$674M
Net Calls Change
-$127M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$874M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$370M
3
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
+$232M
4
Goldman Sachs
Goldman Sachs
New York
+$155M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$133M

Top Sellers

1
CIBC World Market
CIBC World Market
Ontario, Canada
-$391M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$302M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$301M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$265M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
226
SignatureFD
Georgia
$1.13M -$53.9K -487 -5%
BCI
227
Brinker Capital Investments
Pennsylvania
$1.13M +$96.8K +875 +9%
KeyBank National Association
228
KeyBank National Association
Ohio
$1.11M -$24.1K -218 -2%
WorldQuant Millennium Advisors
229
WorldQuant Millennium Advisors
New York
$1.1M +$1.1M +9,901 New
Jones Financial Companies
230
Jones Financial Companies
Missouri
$1.09M +$172K +1,578 +19%
Capital World Investors
231
Capital World Investors
California
$1.08M – – –
ST
232
Smithfield Trust
Pennsylvania
$1.08M – – –
VCA
233
Verdence Capital Advisors
Maryland
$1.08M +$4.43K +40 +0.4%
PI
234
PineBridge Investments
New York
$1.06M +$575K +3,807 +118%
IAA
235
Independent Advisor Alliance
North Carolina
$1.06M +$61.2K +553 +6%
BFG
236
Berger Financial Group
Minnesota
$1.05M -$8.85K -80 -0.8%
RMC
237
Resources Management Corp
Connecticut
$1.05M -$1.16M -10,500 -53%
William Blair & Company
238
William Blair & Company
Illinois
$1.05M +$508K +4,591 +94%
FAB
239
First American Bank
Illinois
$1.04M – – –
Arrowstreet Capital
240
Arrowstreet Capital
Massachusetts
$1.02M +$1.02M +9,198 New
AAM
241
Advisors Asset Management
Colorado
$984K -$249K -2,252 -20%
JSW
242
Journey Strategic Wealth
New Jersey
$967K +$1.22K +11 +0.1%
BEI
243
Benjamin Edwards Inc
Missouri
$935K +$161K +1,456 +21%
LI
244
Louisbourg Investments
New Brunswick, Canada
$932K – – –
CAPTRUST Financial Advisors
245
CAPTRUST Financial Advisors
North Carolina
$910K -$24.2K -219 -3%
NSAM
246
North Star Asset Management
Wisconsin
$904K – – –
WA
247
Wealth Alliance
New York
$904K +$2.99K +27 +0.3%
AAS
248
Avantax Advisory Services
Texas
$896K +$94K +850 +12%
YIH
249
Y-Intercept (HK)
Hong Kong
$893K +$893K +8,076 New
AIM
250
Aigen Investment Management
New York
$848K +$848K +5,616 New
8 9
10
11 12