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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 %
HAG
276
HighPoint Advisor Group
Illinois
$535K +$27.6K +278 +5%
Squarepoint
277
Squarepoint
New York
$529K +$184K +1,892 +53%
Susquehanna International Group
278
Susquehanna International Group
Pennsylvania
$512K +$221K +2,278 +76%
SW
279
SVB Wealth
Massachusetts
$502K +$502K +5,176 New
PSB
280
Passumpsic Savings Bank
Vermont
$500K +$1.26K +13 +0.3%
N
281
Natixis
France
$498K +$478K +4,930 +2,441%
TRCT
282
Tower Research Capital (TRC)
New York
$496K -$39.3K -405 -7%
WIA
283
World Investment Advisors
California
$482K +$117K +1,206 +32%
IF
284
Intrua Financial
Texas
$481K +$30.2K +311 +7%
CGA
285
Crescent Grove Advisors
Illinois
$480K -$146K -1,506 -23%
FCI
286
Financial Counselors Inc
Kansas
$474K -$2.91K -30 -0.6%
TWM
287
Tradition Wealth Management
Minnesota
$472K -$8.25K -85 -2%
Prudential Financial
288
Prudential Financial
New Jersey
$463K – – –
Barclays
289
Barclays
United Kingdom
$462K -$113K -1,162 -20%
SHGA
290
Sand Hill Global Advisors
California
$456K – – –
SPIA
291
Steward Partners Investment Advisory
New York
$448K +$165K +1,703 +58%
OC
292
Oppenheimer & Co
New York
$446K -$6.31K -65 -1%
KA
293
KLCM Advisors
Wisconsin
$440K +$37.6K +387 +9%
Lido Advisors
294
Lido Advisors
California
$438K +$438K +4,516 New
PMSA
295
Patrick M. Sweeney & Associates
Illinois
$438K – – –
EIG
296
Ellenbecker Investment Group
Wisconsin
$437K – – –
FCBT
297
First Citizens Bank & Trust
North Carolina
$435K +$435K +4,480 New
RP
298
Rowlandmiller & Partners
Georgia
$434K – – –
PAS
299
Park Avenue Securities
New York
$434K +$434K +4,476 New
C
300
Certuity
Florida
$433K +$52.2K +538 +14%
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