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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 %
SHGA
301
Sand Hill Global Advisors
California
$505K – – –
FFM
302
Forum Financial Management
Illinois
$504K -$133K -1,200 -21%
CW
303
Code Waechter
Florida
$504K +$177K +1,600 +54%
EIG
304
Ellenbecker Investment Group
Wisconsin
$498K – – –
C
305
Certuity
Florida
$495K +$996 +9 +0.2%
RP
306
Rowlandmiller & Partners
Georgia
$495K – – –
FCBT
307
First Citizens Bank & Trust
North Carolina
$494K – – –
BCM
308
Boltwood Capital Management
California
$484K +$5.53K +50 +1%
BFO
309
Biltmore Family Office
North Carolina
$482K – – –
FRA
310
Frank Rimerman Advisors
California
$482K +$482K +4,357 New
PP
311
PDS Planning
Ohio
$480K +$30.9K +279 +7%
ECM
312
Evergreen Capital Management
Washington
$477K -$173K -1,562 -27%
SFA
313
Sequoia Financial Advisors
Ohio
$473K +$52.5K +475 +13%
KA
314
KLCM Advisors
Wisconsin
$463K -$83.2K -752 -15%
BNP Paribas Financial Markets
315
BNP Paribas Financial Markets
France
$462K +$233K +2,109 +102%
HWM
316
HB Wealth Management
Georgia
$460K -$41K -371 -8%
DR
317
Davis Rea
Ontario, Canada
$443K – – –
SWM
318
Silverlake Wealth Management
Vermont
$443K -$49.3K -446 -10%
WPW
319
Watershed Private Wealth
Illinois
$443K – – –
CGA
320
Crescent Grove Advisors
Illinois
$425K -$110K -990 -21%
WFI
321
West Family Investments
California
$422K +$170K +1,533 +67%
CSP
322
Cary Street Partners
Virginia
$421K +$1.88K +17 +0.4%
NL
323
NWAM LLC
Washington
$420K -$12.1K -109 -3%
MCM
324
MAI Capital Management
Ohio
$419K +$27.4K +248 +7%
QP
325
Quilter Plc
United Kingdom
$411K -$6.65K -60 -2%
11 12
13
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