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Bank of Montreal

632 hedge funds and large institutions have $44.4B invested in Bank of Montreal in 2026 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 204 increasing their positions, 214 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

5% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 214

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

62% less call options, than puts

Call options by funds: $596M | Put options by funds: $1.56B

Holders
632
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$596M
Puts
$1.56B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFO
326
Biltmore Family Office
North Carolina
$590K
QI
327
Qtron Investments
Massachusetts
$588K
ECM
328
Evergreen Capital Management
Washington
$587K
EWA
329
EverSource Wealth Advisors
Alabama
$580K
PP
330
PDS Planning
Ohio
$575K
FWCM
331
Ferguson Wellman Capital Management
Oregon
$574K
Capstone Investment Advisors
332
Capstone Investment Advisors
New York
$567K
XT
333
XTX Topco
Cayman Islands
$564K
VCM
334
Versant Capital Management
Arizona
$563K
AFA
335
Avant Financial Advisors
Texas
$563K
OC
336
Oppenheimer & Co
New York
$562K
PAS
337
Park Avenue Securities
New York
$562K
C
338
Certuity
Florida
$562K
TRCT
339
Tower Research Capital (TRC)
New York
$558K
PE
340
PCM Encore
Colorado
$547K
SWM
341
Silverlake Wealth Management
Vermont
$544K
WPW
342
Watershed Private Wealth
Illinois
$541K
LFA
343
Legacy Financial Advisors
Kentucky
$539K
Carson Wealth (CWM LLC)
344
Carson Wealth (CWM LLC)
Nebraska
$537K
AAS
345
Annex Advisory Services
Wisconsin
$531K
IWC
346
Integrated Wealth Concepts
Massachusetts
$530K
CGA
347
Crescent Grove Advisors
Illinois
$520K
KA
348
KLCM Advisors
Wisconsin
$511K
DR
349
Davis Rea
Ontario, Canada
$503K
CSP
350
Cary Street Partners
Virginia
$501K