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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 %
BB
276
Busey Bank
Illinois
$580K +$7.35K +77 +1%
DWT
277
Dorsey & Whitney Trust
South Dakota
$579K +$478 +5 +0.1%
FCM
278
Fourpath Capital Management
Oklahoma
$579K -$860 -9 -0.1%
KAS
279
Kestra Advisory Services
Texas
$575K -$53.7K -562 -9%
ECM
280
Evergreen Capital Management
Washington
$561K +$3.34K +35 +0.6%
TIAA Trust, National Association
281
TIAA Trust, National Association
North Carolina
$557K -$210K -2,196 -27%
FFM
282
Forum Financial Management
Illinois
$550K +$550K +5,758 New
AQR Capital Management
283
AQR Capital Management
Connecticut
$548K +$255K +2,673 +87%
TC
284
Tacita Capital
Ontario, Canada
$548K +$478K +5,000 +678%
MM
285
MQS Management
New York
$544K +$544K +5,700 New
PP
286
Pacifica Partners
Canada
$544K – – –
HAG
287
HighPoint Advisor Group
Illinois
$536K +$24.3K +255 +5%
IIM
288
Ipswich Investment Management
Massachusetts
$536K – – –
JSSH
289
J. Safra Sarasin Holding
$529K +$529K +5,540 New
SPIA
290
Steward Partners Investment Advisory
New York
$504K +$62.5K +654 +14%
SW
291
SVB Wealth
Massachusetts
$502K +$7.93K +83 +2%
WIA
292
World Investment Advisors
California
$477K +$2.77K +29 +0.6%
KA
293
KLCM Advisors
Wisconsin
$471K +$37.9K +397 +9%
MFG
294
Merit Financial Group
Georgia
$468K +$84K +879 +22%
William Blair & Company
295
William Blair & Company
Illinois
$467K -$308K -3,221 -40%
TWM
296
Tradition Wealth Management
Minnesota
$465K – – –
FCI
297
Financial Counselors Inc
Kansas
$463K -$3.53K -37 -0.8%
CGA
298
Crescent Grove Advisors
Illinois
$461K -$11.5K -120 -2%
Prudential Financial
299
Prudential Financial
New Jersey
$456K – – –
IC
300
Iconiq Capital
California
$454K +$33.4K +350 +8%
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