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Bank of Montreal

536 hedge funds and large institutions have $33.4B invested in Bank of Montreal in 2024 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 192 increasing their positions, 135 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 33

42% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 135

25% more funds holding in top 10

Funds holding in top 10: 2025 (+5)

14% more funds holding

Funds holding: 469536 (+67)

10% more capital invested

Capital invested by funds: $30.5B → $33.4B (+$2.92B)

1% more ownership

Funds ownership: 46.2%47.21% (+1%)

39% less call options, than puts

Call options by funds: $840M | Put options by funds: $1.38B

Holders
536
Holders Change
+67
Holders Change %
+14.29%
% of All Funds
7.06%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.33%
New
107
Increased
192
Reduced
135
Closed
33
Calls
$840M
Puts
$1.38B
Net Calls
-$540M
Net Calls Change
-$477M
Name Holding Trade Value Shares
Change
Change in
Stake
YIH
276
Y-Intercept (HK)
Hong Kong
$538K -$863K -9,127 -62%
PP
277
Prudential plc
United Kingdom
$535K -$197K -2,088 -27%
HAG
278
HighPoint Advisor Group
Illinois
$535K +$26.3K +278 +5%
Squarepoint
279
Squarepoint
New York
$529K +$179K +1,892 +53%
Susquehanna International Group
280
Susquehanna International Group
Pennsylvania
$512K +$215K +2,278 +76%
SW
281
SVB Wealth
Massachusetts
$502K +$489K +5,176 New
PSB
282
Passumpsic Savings Bank
Vermont
$500K +$1.23K +13 +0.3%
N
283
Natixis
France
$498K +$466K +4,930 +2,441%
TRCT
284
Tower Research Capital (TRC)
New York
$496K -$38.3K -405 -7%
DB
285
Danske Bank
Denmark
$494K +$481K +5,090 New
WIA
286
World Investment Advisors
California
$482K +$114K +1,206 +32%
IF
287
Intrua Financial
Texas
$481K +$29.4K +311 +7%
CGA
288
Crescent Grove Advisors
Illinois
$480K -$142K -1,506 -23%
FCI
289
Financial Counselors Inc
Kansas
$474K -$2.84K -30 -0.6%
TWM
290
Tradition Wealth Management
Minnesota
$472K -$8.03K -85 -2%
Prudential Financial
291
Prudential Financial
New Jersey
$463K
Barclays
292
Barclays
United Kingdom
$462K -$110K -1,162 -20%
SHGA
293
Sand Hill Global Advisors
California
$456K
SPIA
294
Steward Partners Investment Advisory
New York
$448K +$161K +1,703 +58%
OC
295
Oppenheimer & Co
New York
$446K -$6.14K -65 -1%
KA
296
KLCM Advisors
Wisconsin
$440K +$36.6K +387 +9%
Lido Advisors
297
Lido Advisors
California
$438K +$427K +4,516 New
PMSA
298
Patrick M. Sweeney & Associates
Illinois
$438K
EIG
299
Ellenbecker Investment Group
Wisconsin
$437K
FCBT
300
First Citizens Bank & Trust
North Carolina
$435K +$423K +4,480 New

BMO Hedge Fund Activity: Q4 2024 in Review

536 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Bank of Montreal (BMO) for Q4 2024, worth a combined $33.4B — up 9.6% from $30.5B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new BMO positions and 33 closed out — a net gain of 74 holders — while 192 added to existing stakes and 135 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $495M. The largest seller was Bank of Nova Scotia, cutting an estimated $484M.

  • 536 institutional investors held Bank of Montreal (BMO) as of Q4 2024, up from 469 in Q3 2024.
  • Funds reported $33.4B of Bank of Montreal stock for Q4 2024, up 9.6% quarter-over-quarter.
  • 107 funds opened new Bank of Montreal positions in Q4 2024 and 33 closed out, a net change of +74 holders.
  • The largest Bank of Montreal buyer in Q4 2024 was Royal Bank of Canada, an estimated $495M added.
  • The largest Bank of Montreal seller in Q4 2024 was Bank of Nova Scotia, an estimated $484M sold.

Based on aggregated 13F filings for Q4 2024.