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Bank of Montreal

634 hedge funds and large institutions have $44.4B invested in Bank of Montreal in 2026 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 205 increasing their positions, 214 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

4% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 214

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

62% less call options, than puts

Call options by funds: $596M | Put options by funds: $1.56B

Holders
634
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$596M
Puts
$1.56B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
226
Focus Partners Wealth
Massachusetts
$1.83M
HI
227
Harbour Investments
Wisconsin
$1.77M
TPCW
228
TD Private Client Wealth
New York
$1.77M
Pathstone Holdings
229
Pathstone Holdings
New Jersey
$1.75M
CI
230
Cigna Investments
Connecticut
$1.69M
TYCC
231
Texas Yale Capital Corp
Florida
$1.65M
AssetMark Inc
232
AssetMark Inc
California
$1.59M
KeyBank National Association
233
KeyBank National Association
Ohio
$1.59M
DTL
234
Dynamic Technology Lab
Singapore
$1.55M
State Street
235
State Street
Massachusetts
$1.55M
PA
236
Probity Advisors
Texas
$1.55M
MF
237
Magnetar Financial
Illinois
$1.54M
S
238
SignatureFD
Georgia
$1.54M
TPW
239
Turn8 Private Wealth
$1.51M
QC
240
Quadrature Capital
United Kingdom
$1.5M
P
241
&Partners
Tennessee
$1.47M
Cambridge Investment Research Advisors
242
Cambridge Investment Research Advisors
Iowa
$1.45M
WorldQuant Millennium Advisors
243
WorldQuant Millennium Advisors
New York
$1.45M
MIM
244
Morningstar Investment Management
Illinois
$1.45M
RWA
245
Redhawk Wealth Advisors
Minnesota
$1.42M
ST
246
Smithfield Trust
Pennsylvania
$1.32M
William Blair & Company
247
William Blair & Company
Illinois
$1.31M
IAA
248
Independent Advisor Alliance
North Carolina
$1.31M
AFG
249
Atomi Financial Group
New York
$1.31M
AI
250
Atria Investments
North Carolina
$1.29M