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Bank of Montreal

483 hedge funds and large institutions have $26.1B invested in Bank of Montreal in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 169 increasing their positions, 140 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
-20
Holders Change %
-3.98%
% of All Funds
8.17%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.39%
New
50
Increased
169
Reduced
140
Closed
62
Calls
$302M
Puts
$490M
Net Calls
-$188M
Net Calls Change
-$1.89M
Name Holding Trade Value Shares
Change
Shares
Change %
FOA
326
Five Oceans Advisors
California
$261K +$31.4K +327 +14%
AIM
327
Aigen Investment Management
New York
$259K -$1.13M -11,728 -81%
AGA
328
Arkos Global Advisors
Texas
$257K +$1.44K +15 +0.6%
AAS
329
Ameritas Advisory Services
Nebraska
$254K +$3.46K +36 +1%
BP
330
Ballentine Partners
Massachusetts
$250K -$129K -1,344 -34%
BWL
331
Bogart Wealth LLC
Virginia
$250K
NSIM
332
North Star Investment Management
Illinois
$250K +$192 +2 +0.1%
EIG
333
Ellenbecker Investment Group
Wisconsin
$250K +$66.3K +691 +36%
PNC
334
Park National Corp
Ohio
$249K
BOH
335
Bank of Hawaii
Hawaii
$247K -$56.1K -584 -19%
W
336
Wealthsimple
Ontario, Canada
$243K -$14.2K -115 -6%
IWC
337
Integrated Wealth Concepts
Massachusetts
$243K +$5.19K +54 +2%
OC
338
Oarsman Capital
Wisconsin
$242K +$9.63K +100 +4%
FA
339
FDx Advisors
Illinois
$242K +$242K +2,515 New
WDA
340
Wendell David Associates
New Hampshire
$240K
RHBC
341
R.H. Bluestein & Co
Michigan
$240K
OWP
342
Obermeyer Wealth Partners
Colorado
$238K +$24K +250 +11%
CFN
343
Cordasco Financial Network
Florida
$237K +$289 +3 +0.1%
Cerity Partners
344
Cerity Partners
New York
$237K +$237K +2,459 New
KOCAA
345
Knights of Columbus Asset Advisors
Connecticut
$235K
WCA
346
Westover Capital Advisors
Delaware
$231K
Credit Agricole
347
Credit Agricole
France
$227K
LC
348
Landaas & Company
Wisconsin
$224K
AWS
349
Atria Wealth Solutions
New York
$224K +$224K +2,333 New
LC
350
Lindbrook Capital
California
$222K +$17.9K +186 +9%