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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 %
SWM
301
Silverlake Wealth Management
Vermont
$431K +$485 +5 +0.1%
IC
302
Iconiq Capital
California
$428K +$428K +4,406 New
BFO
303
Biltmore Family Office
North Carolina
$423K – – –
ACM
304
Avalon Capital Management
California
$422K – – –
BCM
305
Boltwood Capital Management
California
$417K +$17K +175 +4%
AIP
306
Arrowpoint Investment Partners
Singapore
$415K +$415K +4,275 New
SOW
307
State of Wyoming
Wyoming
$410K +$410K +4,225 New
CCM
308
Chiron Capital Management
Florida
$404K -$281K -2,897 -41%
CB
309
Commerce Bank
Missouri
$394K +$6.11K +63 +2%
JG
310
Jain Global
New York
$394K +$394K +4,058 New
MFG
311
Merit Financial Group
Georgia
$390K +$85.8K +884 +28%
WPW
312
Watershed Private Wealth
Illinois
$388K – – –
CSP
313
Cary Street Partners
Virginia
$380K +$380K +3,919 New
Thrivent Financial for Lutherans
314
Thrivent Financial for Lutherans
Minnesota
$380K +$35.5K +378 +10%
BHPW
315
Beverly Hills Private Wealth
California
$380K +$159K +1,636 +72%
OCAM
316
Onex Canada Asset Management
Ontario, Canada
$379K -$65.1K -671 -15%
NL
317
NWAM LLC
Washington
$376K -$56K -577 -13%
NIM
318
Nexus Investment Management
Ontario, Canada
$373K -$1.2M -12,390 -76%
Fifth Third Bancorp
319
Fifth Third Bancorp
Ohio
$373K +$180K +1,856 +94%
QP
320
Quilter Plc
United Kingdom
$366K – – –
AWM
321
AE Wealth Management
Kansas
$364K +$364K +3,755 New
PP
322
PDS Planning
Ohio
$364K +$29.6K +305 +9%
BBVA
323
Banco Bilbao Vizcaya Argentaria
Spain
$357K +$357K +3,675 New
SFA
324
Sequoia Financial Advisors
Ohio
$349K +$32.7K +337 +10%
JPWM
325
Jamison Private Wealth Management
Georgia
$345K – – –
11 12
13
14 15