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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
NB
301
Nicolet Bankshares
Wisconsin
$740K
VCA
302
Verdence Capital Advisors
Maryland
$736K
SHGA
303
Sand Hill Global Advisors
California
$732K
HF
304
HRT Financial
New York
$718K
VCS
305
Vaughan & Co Securities
New Jersey
$710K
VA
306
VestGen Advisors
Illinois
$706K
QP
307
Quilter Plc
United Kingdom
$699K
SPIA
308
Steward Partners Investment Advisory
New York
$695K
FFA
309
Farther Finance Advisors
California
$687K
HSBC Holdings
310
HSBC Holdings
United Kingdom
$678K
LWAM
311
Legacy Wealth Asset Management
Minnesota
$677K
PP
312
Pacifica Partners
Canada
$677K
BFS
313
Baskin Financial Services
Ontario, Canada
$673K
IP
314
Ignite Planners
California
$667K
IIM
315
Ipswich Investment Management
Massachusetts
$651K
CRC
316
Curi RMB Capital
Illinois
$640K
SCP
317
Sivia Capital Partners
California
$632K
MT
318
Midwest Trust
Kansas
$627K
WIA
319
World Investment Advisors
California
$620K
WA
320
Wealth Alliance
New York
$619K
MCM
321
MAI Capital Management
Ohio
$617K
EIG
322
Ellenbecker Investment Group
Wisconsin
$610K
FCBT
323
First Citizens Bank & Trust
North Carolina
$604K
PMSA
324
Patrick M. Sweeney & Associates
Illinois
$603K
KPWS
325
Kestra Private Wealth Services
Texas
$594K