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Bank of Montreal
BMO

Overview Fund Activity

529 hedge funds and large institutions have $33.4B invested in Bank of Montreal in 2024 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 190 increasing their positions, 135 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
+64
Holders Change %
+13.76%
% of All Funds
7.04%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.33%
New
104
Increased
190
Reduced
135
Closed
33
Calls
$840M
Puts
$1.38B
Net Calls
-$540M
Net Calls Change
-$477M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$508M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$211M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$199M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$158M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$107M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$497M
2
BCIM
British Columbia Investment Management
British Columbia, Canada
-$263M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$255M
4
VPI
Value Partners Investments
Manitoba, Canada
-$167M
5
AM
AGF Management
Ontario, Canada
-$66.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCA
226
Verdence Capital Advisors
Maryland
$936K +$936K +9,640 New
YCM
227
Yousif Capital Management
Michigan
$931K -$112K -1,155 -11%
DZ Bank
228
DZ Bank
Germany
$922K – – –
NRD
229
Nebula Research & Development
New York
$911K -$37.2K -383 -4%
FAB
230
First American Bank
Illinois
$908K – – –
IAA
231
Independent Advisor Alliance
North Carolina
$871K +$63K +649 +8%
JSW
232
Journey Strategic Wealth
New Jersey
$846K +$5.14K +53 +0.6%
ATPW
233
Ashton Thomas Private Wealth
Arizona
$839K +$89.1K +918 +12%
BCI
234
Brinker Capital Investments
Pennsylvania
$819K +$356K +3,672 +77%
OPS
235
Orion Portfolio Solutions
Nebraska
$819K +$356K +3,672 +77%
DADC
236
D.A. Davidson & Co
Montana
$819K -$15.5K -160 -2%
LI
237
Louisbourg Investments
New Brunswick, Canada
$818K – – –
NSAM
238
North Star Asset Management
Wisconsin
$817K +$9.71K +100 +1%
CAPTRUST Financial Advisors
239
CAPTRUST Financial Advisors
North Carolina
$808K +$517K +5,324 +177%
William Blair & Company
240
William Blair & Company
Illinois
$787K +$1.84K +19 +0.2%
P
241
&Partners
Tennessee
$782K +$782K +8,141 New
TIAA Trust, National Association
242
TIAA Trust, National Association
North Carolina
$780K +$780K +8,032 New
WA
243
Wealth Alliance
New York
$777K +$777K +8,004 New
Jones Financial Companies
244
Jones Financial Companies
Missouri
$760K +$340K +3,502 +81%
IAIM
245
International Assets Investment Management
Florida
$760K +$760K +740,236 New
CIBC Private Wealth Group
246
CIBC Private Wealth Group
Georgia
$752K +$285K +2,897 +61%
NAS
247
Nicolet Advisory Services
Wisconsin
$736K +$1.46K +15 +0.2%
Focus Partners Wealth
248
Focus Partners Wealth
Massachusetts
$731K +$402K +4,147 +123%
JFG
249
Jefferies Financial Group
New York
$727K – – –
VCS
250
Vaughan & Co Securities
New Jersey
$717K -$5.53K -57 -0.8%
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