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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
MIF
276
Mediolanum International Funds
Ireland
$945K
PC
277
Parrish Capital
Georgia
$939K
SC
278
Savant Capital
Illinois
$931K
Squarepoint
279
Squarepoint
New York
$931K
DBFM
280
Dickmeyer Boyce Financial Management
Indiana
$924K
GT
281
Glenmede Trust
Pennsylvania
$922K
Mercer Global Advisors
282
Mercer Global Advisors
Colorado
$918K
MPI
283
Mairs & Power Inc
Minnesota
$913K
TT
284
TI-Trust
Illinois
$906K
FRA
285
Frank Rimerman Advisors
California
$904K
VIP
286
Viewpoint Investment Partners
Alberta, Canada
$896K
MFG
287
Merit Financial Group
Georgia
$873K
SFA
288
Sequoia Financial Advisors
Ohio
$864K
DWT
289
Dorsey & Whitney Trust
South Dakota
$860K
PI
290
PineBridge Investments
New York
$848K
CG
291
Caprock Group
Idaho
$832K
YCM
292
Yousif Capital Management
Michigan
$819K
Walleye Capital
293
Walleye Capital
New York
$819K
HTIM
294
Harbour Trust & Investment Management
Indiana
$803K
BB
295
Busey Bank
Illinois
$792K
TCIIS
296
TIAA-CREF Individual & Institutional Services
New York
$789K
Envestnet Portfolio Solutions
297
Envestnet Portfolio Solutions
Illinois
$765K
GVAG
298
Great Valley Advisor Group
Delaware
$756K
O
299
Ossiam
France
$750K
TWM
300
Tradition Wealth Management
Minnesota
$742K