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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 %
Acadian Asset Management
251
Acadian Asset Management
Massachusetts
$701K +$136K +1,400 +24%
ET
252
Entropy Technologies
New York
$682K -$2.21M -22,744 -76%
HI
253
Harbour Investments
Wisconsin
$674K +$4.66K +48 +0.7%
MPI
254
Mairs & Power Inc
Minnesota
$664K -$97.1K -1,000 -13%
AAS
255
Avantax Advisory Services
Texas
$655K +$154K +1,591 +31%
AFG
256
Atomi Financial Group
New York
$651K +$272K +2,801 +72%
TT
257
TI-Trust
Illinois
$649K – – –
BEI
258
Benjamin Edwards Inc
Missouri
$645K +$260K +2,684 +68%
KAS
259
Kestra Advisory Services
Texas
$639K +$39.8K +410 +7%
SC
260
Syon Capital
California
$629K +$55K +567 +10%
WANY
261
Wealthspire Advisors (New York)
New York
$617K +$12.1K +125 +2%
HTIM
262
Harbour Trust & Investment Management
Indiana
$615K – – –
Mercer Global Advisors
263
Mercer Global Advisors
Colorado
$611K +$611K +6,300 New
Pacer Advisors
264
Pacer Advisors
Pennsylvania
$608K +$1.55K +16 +0.3%
GVAG
265
Great Valley Advisor Group
Delaware
$603K +$97 +1 +0%
MWA
266
Midland Wealth Advisors
Illinois
$602K – – –
FCM
267
Fourpath Capital Management
Oklahoma
$590K +$590K +6,076 New
DWT
268
Dorsey & Whitney Trust
South Dakota
$588K – – –
BB
269
Busey Bank
Illinois
$582K – – –
XT
270
XTX Topco
Cayman Islands
$571K +$5.24K +54 +0.9%
ECM
271
Evergreen Capital Management
Washington
$566K +$94.4K +973 +20%
PP
272
Pacifica Partners
Canada
$548K -$31K -320 -5%
IIM
273
Ipswich Investment Management
Massachusetts
$544K -$236K -2,429 -30%
YIH
274
Y-Intercept (HK)
Hong Kong
$538K -$886K -9,127 -62%
PP
275
Prudential plc
United Kingdom
$535K -$202K -2,088 -27%
9 10
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