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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 %
HTIM
276
Harbour Trust & Investment Management
Indiana
$661K -$40.4K -365 -6%
VI
277
Versor Investments
New York
$660K +$660K +5,950 New
FCM
278
Fourpath Capital Management
Oklahoma
$651K -$20.5K -185 -3%
HAG
279
HighPoint Advisor Group
Illinois
$649K +$26.2K +237 +4%
TC
280
Tacita Capital
Ontario, Canada
$636K – – –
TIAA Trust, National Association
281
TIAA Trust, National Association
North Carolina
$626K -$20K -181 -3%
IIM
282
Ipswich Investment Management
Massachusetts
$621K – – –
JSSH
283
J. Safra Sarasin Holding
$620K +$7.19K +65 +1%
IAIM
284
International Assets Investment Management
Florida
$612K +$612K +585,236 New
GVAG
285
Great Valley Advisor Group
Delaware
$611K -$121K -1,096 -17%
PP
286
Pacifica Partners
Canada
$607K -$10.9K -100 -2%
NRD
287
Nebula Research & Development
New York
$600K +$139K +1,255 +30%
NAS
288
Nicolet Advisory Services
Wisconsin
$582K -$209K -1,890 -26%
GIM
289
Glenmede Investment Management
Pennsylvania
$563K +$563K +5,089 New
TWM
290
Tradition Wealth Management
Minnesota
$562K +$23.8K +215 +4%
WIA
291
World Investment Advisors
California
$550K -$2.21K -20 -0.4%
MT
292
Midwest Trust
Kansas
$536K +$536K +4,848 New
Prudential Financial
293
Prudential Financial
New Jersey
$528K – – –
MFG
294
Merit Financial Group
Georgia
$526K -$15.8K -143 -3%
SPIA
295
Steward Partners Investment Advisory
New York
$525K -$58.6K -530 -10%
CRC
296
Curi RMB Capital
Illinois
$523K +$222K +2,007 +74%
PMSA
297
Patrick M. Sweeney & Associates
Illinois
$510K – – –
PAS
298
Park Avenue Securities
New York
$509K +$509K +4,599 New
UB
299
UMB Bank
Missouri
$508K -$975K -8,809 -66%
OC
300
Oppenheimer & Co
New York
$506K -$16K -145 -3%
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