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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 %
ATPW
251
Ashton Thomas Private Wealth
Arizona
$752K -$73.6K -771 -9%
AFG
252
Atomi Financial Group
New York
$738K +$97.2K +1,018 +15%
Squarepoint
253
Squarepoint
New York
$735K +$214K +2,237 +41%
CC
254
Centiva Capital
New York
$732K +$732K +7,665 New
JFG
255
Jefferies Financial Group
New York
$716K – – –
Focus Partners Wealth
256
Focus Partners Wealth
Massachusetts
$713K -$6.4K -67 -0.9%
BFS
257
Baskin Financial Services
Ontario, Canada
$709K +$406K +4,256 +134%
AAS
258
Avantax Advisory Services
Texas
$693K +$48.4K +507 +8%
VCS
259
Vaughan & Co Securities
New Jersey
$690K -$16K -168 -2%
Twin Tree Management
260
Twin Tree Management
Texas
$672K -$2.99M -31,261 -82%
BEI
261
Benjamin Edwards Inc
Missouri
$668K +$33.6K +352 +5%
HI
262
Harbour Investments
Wisconsin
$668K +$4.59K +48 +0.7%
MPI
263
Mairs & Power Inc
Minnesota
$654K – – –
SC
264
Syon Capital
California
$653K +$34.3K +359 +6%
Mercer Global Advisors
265
Mercer Global Advisors
Colorado
$649K +$47.1K +493 +8%
TT
266
TI-Trust
Illinois
$639K – – –
NAS
267
Nicolet Advisory Services
Wisconsin
$636K -$36.4K -409 -5%
DADC
268
D.A. Davidson & Co
Montana
$632K -$174K -1,821 -22%
GVAG
269
Great Valley Advisor Group
Delaware
$631K +$38.2K +400 +6%
Pacer Advisors
270
Pacer Advisors
Pennsylvania
$616K +$17.8K +186 +3%
JAM
271
JCIC Asset Management
Ontario, Canada
$606K +$606K +6,348 New
HTIM
272
Harbour Trust & Investment Management
Indiana
$606K – – –
N
273
Natixis
France
$597K +$108K +1,140 +22%
WANY
274
Wealthspire Advisors (New York)
New York
$595K -$11.9K -125 -2%
MWA
275
Midland Wealth Advisors
Illinois
$592K – – –
9 10
11
12 13