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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 %
MM
326
MQS Management
New York
$408K -$222K -2,008 -35%
BHPW
327
Beverly Hills Private Wealth
California
$402K -$26.7K -241 -6%
IB
328
Intrust Bank
Kansas
$399K +$146K +1,322 +58%
JPWM
329
Jamison Private Wealth Management
Georgia
$394K – – –
IC
330
Iconiq Capital
California
$392K -$135K -1,217 -26%
MJP
331
Michael J. Puzo
$387K – – –
Kovitz Investment Group Partners
332
Kovitz Investment Group Partners
Illinois
$387K +$16.6K +150 +4%
IWC
333
Integrated Wealth Concepts
Massachusetts
$384K +$21.4K +193 +6%
Fifth Third Bancorp
334
Fifth Third Bancorp
Ohio
$384K -$2.66K -24 -0.7%
ACA
335
Atlas Capital Advisors
Wyoming
$383K -$57.6K -521 -13%
ACM
336
Avalon Capital Management
California
$379K – – –
NS
337
NBC Securities
Alabama
$377K -$10.1K -91 -3%
KMWM
338
Keudell/Morrison Wealth Management
Oregon
$375K – – –
PFS
339
Prospera Financial Services
Texas
$374K +$38.5K +348 +11%
VA
340
VestGen Advisors
Illinois
$373K +$221 +2 +0.1%
VFPW
341
Vantage Financial Partners (Wisconsin)
Wisconsin
$368K +$553 +5 +0.2%
Carson Wealth (CWM LLC)
342
Carson Wealth (CWM LLC)
Nebraska
$367K +$6.09K +55 +2%
BJL
343
Brighton Jones LLC
Washington
$366K +$4.65K +42 +1%
EWA
344
EverSource Wealth Advisors
Alabama
$365K +$113K +1,021 +45%
JWCA
345
J.W. Cole Advisors
Florida
$363K +$12.9K +117 +4%
AWM
346
AE Wealth Management
Kansas
$352K +$23.9K +216 +7%
BBHC
347
Brown Brothers Harriman & Co
New York
$350K +$9.74K +88 +3%
ALAM
348
Asahi Life Asset Management
Japan
$344K +$344K +3,110 New
BCA
349
Bay Colony Advisors
Massachusetts
$342K – – –
WS
350
Wedbush Securities
California
$342K +$14.6K +132 +4%
12 13
14
15 16