We are live on ! Find out more
BMO icon

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
HWM
251
HB Wealth Management
Georgia
$1.28M
FAB
252
First American Bank
Illinois
$1.27M
BFG
253
Berger Financial Group
Minnesota
$1.27M
DADC
254
D.A. Davidson & Co
Montana
$1.26M
AWP
255
Abacus Wealth Partners
California
$1.25M
Twin Tree Management
256
Twin Tree Management
Texas
$1.19M
RMC
257
Resources Management Corp
Connecticut
$1.19M
ABC
258
Associated Banc-Corp
Wisconsin
$1.18M
AAM
259
Advisors Asset Management
Colorado
$1.17M
SOW
260
State of Wyoming
Wyoming
$1.17M
TC
261
Tacita Capital
Ontario, Canada
$1.17M
BEI
262
Benjamin Edwards Inc
Missouri
$1.17M
JSW
263
Journey Strategic Wealth
New Jersey
$1.16M
LI
264
Louisbourg Investments
New Brunswick, Canada
$1.14M
AFP
265
Ausdal Financial Partners
Iowa
$1.12M
NSAM
266
North Star Asset Management
Wisconsin
$1.1M
IC
267
IEQ Capital
California
$1.09M
SC
268
Syon Capital
California
$1.07M
CFO
269
Callan Family Office
Pennsylvania
$1.06M
CAPTRUST Financial Advisors
270
CAPTRUST Financial Advisors
North Carolina
$1.03M
JFG
271
Jefferies Financial Group
New York
$1.01M
Simplex Trading
272
Simplex Trading
Illinois
$1.01M
FB
273
Fulton Bank
Pennsylvania
$988K
FA
274
Fountainhead AM
New Jersey
$967K
RCM
275
Raleigh Capital Management
North Carolina
$960K