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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 %
BFG
326
Bleakley Financial Group
New Jersey
$345K +$345K +3,553 New
MCM
327
MAI Capital Management
Ohio
$344K +$344K +3,542 New
MJP
328
Michael J. Puzo
$340K – – –
KMWM
329
Keudell/Morrison Wealth Management
Oregon
$336K +$336K +3,461 New
IWC
330
Integrated Wealth Concepts
Massachusetts
$330K -$17.4K -179 -5%
FOA
331
Five Oceans Advisors
California
$327K +$327K +3,366 New
PA
332
Procyon Advisors
Connecticut
$325K +$325K +3,351 New
VFPW
333
Vantage Financial Partners (Wisconsin)
Wisconsin
$322K +$485 +5 +0.2%
SI
334
Stephens Inc
Arkansas
$320K +$320K +3,296 New
BJL
335
Brighton Jones LLC
Washington
$317K -$11.3K -116 -3%
BP
336
Ballentine Partners
Massachusetts
$315K +$31K +319 +11%
FNBT
337
FineMark National Bank & Trust
Florida
$314K -$551K -5,681 -64%
Carson Wealth (CWM LLC)
338
Carson Wealth (CWM LLC)
Nebraska
$312K +$184K +1,901 +144%
CG
339
Caprock Group
Idaho
$309K +$13.5K +139 +5%
BFS
340
Baskin Financial Services
Ontario, Canada
$308K – – –
MMCM
341
Murphy & Mullick Capital Management
New York
$302K +$302K +3,108 New
BCA
342
Bay Colony Advisors
Massachusetts
$300K – – –
BBHC
343
Brown Brothers Harriman & Co
New York
$299K – – –
AQR Capital Management
344
AQR Capital Management
Connecticut
$298K +$298K +3,069 New
SCA
345
Snowden Capital Advisors
New York
$295K +$295K +3,040 New
SC
346
Savant Capital
Illinois
$295K -$165K -1,702 -36%
PFS
347
Prospera Financial Services
Texas
$295K -$11.5K -118 -4%
DT
348
Diversified Trust
Tennessee
$294K +$582 +6 +0.2%
LF
349
Lantz Financial
Illinois
$293K +$293K +3,020 New
CI
350
Cherokee Insurance
Michigan
$292K +$292K +3,005 New
12 13
14
15 16