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Bank of Montreal
BMO

Overview Fund Activity

552 hedge funds and large institutions have $38.5B invested in Bank of Montreal in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 181 increasing their positions, 194 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+6
Holders Change %
+1.1%
% of All Funds
7.4%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
65
Increased
181
Reduced
194
Closed
48
Calls
$693M
Puts
$1.37B
Net Calls
-$674M
Net Calls Change
-$127M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$874M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$370M
3
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
+$232M
4
Goldman Sachs
Goldman Sachs
New York
+$155M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$133M

Top Sellers

1
CIBC World Market
CIBC World Market
Ontario, Canada
-$391M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$302M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$301M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$265M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
251
Kestra Advisory Services
Texas
$845K +$179K +1,620 +27%
ATPW
252
Ashton Thomas Private Wealth
Arizona
$841K -$29.8K -269 -3%
JFG
253
Jefferies Financial Group
New York
$829K – – –
WF
254
WoodTrust Financial
Wisconsin
$827K +$297K +1,672 +56%
KPWS
255
Kestra Private Wealth Services
Texas
$821K +$821K +7,420 New
VCS
256
Vaughan & Co Securities
New Jersey
$794K -$4.98K -45 -0.6%
SC
257
Syon Capital
California
$778K +$21.2K +192 +3%
HI
258
Harbour Investments
Wisconsin
$777K +$3.32K +30 +0.4%
Focus Partners Wealth
259
Focus Partners Wealth
Massachusetts
$766K -$59.1K -534 -7%
BFS
260
Baskin Financial Services
Ontario, Canada
$761K -$61.6K -556 -7%
CS
261
Candriam SCA
Luxembourg
$753K -$166K -1,504 -18%
Mercer Global Advisors
262
Mercer Global Advisors
Colorado
$749K -$2.88K -26 -0.4%
MPI
263
Mairs & Power Inc
Minnesota
$746K -$11.1K -100 -1%
N
264
Natixis
France
$746K +$51.7K +467 +7%
TT
265
TI-Trust
Illinois
$740K – – –
Marshall Wace
266
Marshall Wace
United Kingdom
$728K -$247K -2,233 -25%
OTPPB
267
Ontario Teachers' Pension Plan Board
Ontario, Canada
$721K +$721K +6,504 New
WANY
268
Wealthspire Advisors (New York)
New York
$713K +$23.9K +216 +3%
AFG
269
Atomi Financial Group
New York
$712K -$143K -1,292 -17%
SC
270
Savant Capital
Illinois
$702K +$275K +2,485 +64%
DADC
271
D.A. Davidson & Co
Montana
$689K -$43.9K -397 -6%
MWA
272
Midland Wealth Advisors
Illinois
$686K – – –
T
273
Tableaux
Massachusetts
$681K +$681K +2,689 New
DWT
274
Dorsey & Whitney Trust
South Dakota
$672K +$885 +8 +0.1%
BB
275
Busey Bank
Illinois
$667K -$5.64K -51 -0.8%
9 10
11
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