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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 %
VA
326
Vident Advisory
Georgia
$367K +$367K +3,846 New
TSS
327
Two Sigma Securities
New York
$364K +$364K +3,813 New
SFA
328
Sequoia Financial Advisors
Ohio
$363K +$18.7K +196 +5%
CSP
329
Cary Street Partners
Virginia
$362K -$12.1K -127 -3%
QP
330
Quilter Plc
United Kingdom
$360K – – –
MIF
331
Mediolanum International Funds
Ireland
$359K +$359K +3,754 New
JPWM
332
Jamison Private Wealth Management
Georgia
$340K – – –
MCM
333
MAI Capital Management
Ohio
$338K – – –
VF
334
Virtu Financial
New York
$336K +$336K +3,516 New
MJP
335
Michael J. Puzo
$334K – – –
NS
336
NBC Securities
Alabama
$334K +$334K +3,498 +116,600%
Fifth Third Bancorp
337
Fifth Third Bancorp
Ohio
$334K -$33K -345 -9%
ACM
338
Avalon Capital Management
California
$327K -$88.3K -925 -21%
KMWM
339
Keudell/Morrison Wealth Management
Oregon
$324K -$6.69K -70 -2%
VA
340
VestGen Advisors
Illinois
$322K +$322K +3,372 New
Kovitz Investment Group Partners
341
Kovitz Investment Group Partners
Illinois
$320K +$73.4K +769 +30%
VFPW
342
Vantage Financial Partners (Wisconsin)
Wisconsin
$318K +$382 +4 +0.1%
IWC
343
Integrated Wealth Concepts
Massachusetts
$313K -$11.2K -117 -3%
BJL
344
Brighton Jones LLC
Washington
$312K -$573 -6 -0.2%
Carson Wealth (CWM LLC)
345
Carson Wealth (CWM LLC)
Nebraska
$311K +$3.72K +39 +1%
MFIM
346
Mesirow Financial Investment Management
Illinois
$308K +$81.9K +857 +36%
JWCA
347
J.W. Cole Advisors
Florida
$302K +$302K +3,166 New
HF
348
HRT Financial
New York
$302K +$302K +3,166 New
SI
349
Stephens Inc
Arkansas
$301K -$13.4K -140 -4%
BP
350
Ballentine Partners
Massachusetts
$298K -$11.9K -125 -4%
12 13
14
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