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Bank of Montreal
BMO

Overview Fund Activity

546 hedge funds and large institutions have $32B invested in Bank of Montreal in 2025 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 186 increasing their positions, 164 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+17
Holders Change %
+3.21%
% of All Funds
7.42%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
74
Increased
186
Reduced
164
Closed
48
Calls
$584M
Puts
$1.13B
Net Calls
-$547M
Net Calls Change
-$6.84M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$288M
2
Goldman Sachs
Goldman Sachs
New York
+$260M
3
Bank of America
Bank of America
North Carolina
+$182M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$140M
5
Morgan Stanley
Morgan Stanley
New York
+$106M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$284M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$195M
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$163M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$79.3M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$72.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPW
226
Turn8 Private Wealth
$1.04M – – –
S
227
SignatureFD
Georgia
$1.03M -$8.41K -88 -0.8%
IP
228
Ignite Planners
California
$1.02M -$20.2K -210 -2%
Cambridge Investment Research Advisors
229
Cambridge Investment Research Advisors
Iowa
$988K -$48.8K -511 -5%
CSS
230
Cubist Systematic Strategies
Connecticut
$978K +$978K +10,206 New
KeyBank National Association
231
KeyBank National Association
Ohio
$977K -$105K -1,098 -10%
ST
232
Smithfield Trust
Pennsylvania
$934K – – –
CIBC Private Wealth Group
233
CIBC Private Wealth Group
Georgia
$931K +$262K +2,985 +39%
Capital World Investors
234
Capital World Investors
California
$931K – – –
VCA
235
Verdence Capital Advisors
Maryland
$925K +$4.2K +44 +0.5%
Barclays
236
Barclays
United Kingdom
$924K +$469K +4,909 +103%
BFG
237
Berger Financial Group
Minnesota
$918K -$20.6K -216 -2%
YCM
238
Yousif Capital Management
Michigan
$916K – – –
BCI
239
Brinker Capital Investments
Pennsylvania
$895K +$88.6K +928 +11%
OPS
240
Orion Portfolio Solutions
Nebraska
$895K +$88.6K +928 +11%
FAB
241
First American Bank
Illinois
$894K – – –
IAA
242
Independent Advisor Alliance
North Carolina
$860K +$3.06K +32 +0.4%
Marshall Wace
243
Marshall Wace
United Kingdom
$842K +$842K +8,815 New
JSW
244
Journey Strategic Wealth
New Jersey
$834K +$669 +7 +0.1%
CAPTRUST Financial Advisors
245
CAPTRUST Financial Advisors
North Carolina
$807K +$11.7K +123 +1%
LI
246
Louisbourg Investments
New Brunswick, Canada
$806K – – –
Jones Financial Companies
247
Jones Financial Companies
Missouri
$803K +$57.1K +599 +8%
CS
248
Candriam SCA
Luxembourg
$793K -$353K -3,698 -31%
NSAM
249
North Star Asset Management
Wisconsin
$781K -$23.7K -248 -3%
WA
250
Wealth Alliance
New York
$778K +$13.6K +142 +2%
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