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Bank of Montreal

536 hedge funds and large institutions have $33.4B invested in Bank of Montreal in 2024 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 192 increasing their positions, 135 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 33

42% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 135

25% more funds holding in top 10

Funds holding in top 10: 2025 (+5)

14% more funds holding

Funds holding: 469536 (+67)

10% more capital invested

Capital invested by funds: $30.5B → $33.4B (+$2.92B)

1% more ownership

Funds ownership: 46.2%47.21% (+1%)

39% less call options, than puts

Call options by funds: $840M | Put options by funds: $1.38B

Holders
536
Holders Change
+67
Holders Change %
+14.29%
% of All Funds
7.06%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.33%
New
107
Increased
192
Reduced
135
Closed
33
Calls
$840M
Puts
$1.38B
Net Calls
-$540M
Net Calls Change
-$477M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
226
Smithfield Trust
Pennsylvania
$947K
Capital World Investors
227
Capital World Investors
California
$946K
VCA
228
Verdence Capital Advisors
Maryland
$936K +$911K +9,640 New
YCM
229
Yousif Capital Management
Michigan
$931K -$109K -1,155 -11%
DZ Bank
230
DZ Bank
Germany
$922K
NRD
231
Nebula Research & Development
New York
$911K -$36.2K -383 -4%
FAB
232
First American Bank
Illinois
$908K
IAA
233
Independent Advisor Alliance
North Carolina
$871K +$61.3K +649 +8%
JSW
234
Journey Strategic Wealth
New Jersey
$846K +$5.01K +53 +0.6%
ATPW
235
Ashton Thomas Private Wealth
Arizona
$839K +$86.8K +918 +12%
BCI
236
Brinker Capital Investments
Pennsylvania
$819K +$347K +3,672 +77%
OPS
237
Orion Portfolio Solutions
Nebraska
$819K +$347K +3,672 +77%
DADC
238
D.A. Davidson & Co
Montana
$819K -$15.1K -160 -2%
LI
239
Louisbourg Investments
New Brunswick, Canada
$818K
NSAM
240
North Star Asset Management
Wisconsin
$817K +$9.45K +100 +1%
CAPTRUST Financial Advisors
241
CAPTRUST Financial Advisors
North Carolina
$808K +$503K +5,324 +177%
William Blair & Company
242
William Blair & Company
Illinois
$787K +$1.8K +19 +0.2%
P
243
&Partners
Tennessee
$782K +$769K +8,141 New
TIAA Trust, National Association
244
TIAA Trust, National Association
North Carolina
$780K +$759K +8,032 New
WA
245
Wealth Alliance
New York
$777K +$757K +8,004 New
Jones Financial Companies
246
Jones Financial Companies
Missouri
$760K +$331K +3,502 +81%
IAIM
247
International Assets Investment Management
Florida
$760K +$70M +740,236 New
CIBC Private Wealth Group
248
CIBC Private Wealth Group
Georgia
$752K +$274K +2,897 +61%
NAS
249
Nicolet Advisory Services
Wisconsin
$736K +$1.42K +15 +0.2%
Focus Partners Wealth
250
Focus Partners Wealth
Massachusetts
$731K +$392K +4,147 +123%

BMO Hedge Fund Activity: Q4 2024 in Review

536 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Bank of Montreal (BMO) for Q4 2024, worth a combined $33.4B — up 9.6% from $30.5B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new BMO positions and 33 closed out — a net gain of 74 holders — while 192 added to existing stakes and 135 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $495M. The largest seller was Bank of Nova Scotia, cutting an estimated $484M.

  • 536 institutional investors held Bank of Montreal (BMO) as of Q4 2024, up from 469 in Q3 2024.
  • Funds reported $33.4B of Bank of Montreal stock for Q4 2024, up 9.6% quarter-over-quarter.
  • 107 funds opened new Bank of Montreal positions in Q4 2024 and 33 closed out, a net change of +74 holders.
  • The largest Bank of Montreal buyer in Q4 2024 was Royal Bank of Canada, an estimated $495M added.
  • The largest Bank of Montreal seller in Q4 2024 was Bank of Nova Scotia, an estimated $484M sold.

Based on aggregated 13F filings for Q4 2024.