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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 %
IF
301
Intrua Financial
Texas
$452K -$21.1K -221 -4%
OC
302
Oppenheimer & Co
New York
$451K +$11.5K +120 +3%
PI
303
PineBridge Investments
New York
$442K -$1.32M -9,598 -75%
SHGA
304
Sand Hill Global Advisors
California
$436K -$12.7K -133 -3%
HWM
305
HB Wealth Management
Georgia
$433K +$152K +1,593 +54%
PMSA
306
Patrick M. Sweeney & Associates
Illinois
$431K – – –
EIG
307
Ellenbecker Investment Group
Wisconsin
$430K – – –
GWM
308
Geneos Wealth Management
Colorado
$430K +$241K +2,528 +128%
RP
309
Rowlandmiller & Partners
Georgia
$428K – – –
C
310
Certuity
Florida
$427K +$191 +2 +0%
FCBT
311
First Citizens Bank & Trust
North Carolina
$426K -$1.53K -16 -0.4%
SWM
312
Silverlake Wealth Management
Vermont
$425K +$382 +4 +0.1%
BFO
313
Biltmore Family Office
North Carolina
$416K – – –
BCM
314
Boltwood Capital Management
California
$413K +$2.39K +25 +0.6%
NRD
315
Nebula Research & Development
New York
$398K -$499K -5,223 -56%
PP
316
PDS Planning
Ohio
$387K +$29.5K +309 +8%
GT
317
Glenmede Trust
Pennsylvania
$386K +$162K +1,697 +72%
DR
318
Davis Rea
Ontario, Canada
$382K +$103K +1,078 +37%
WPW
319
Watershed Private Wealth
Illinois
$382K – – –
ACA
320
Atlas Capital Advisors
Wyoming
$381K +$363K +3,796 +1,998%
Thrivent Financial for Lutherans
321
Thrivent Financial for Lutherans
Minnesota
$380K – – –
CG
322
Caprock Group
Idaho
$378K +$73.9K +774 +24%
NL
323
NWAM LLC
Washington
$371K +$669 +7 +0.2%
BHPW
324
Beverly Hills Private Wealth
California
$370K -$3.34K -35 -0.9%
SC
325
Savant Capital
Illinois
$369K +$78.9K +826 +27%
11 12
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