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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 %
DT
351
Diversified Trust
Tennessee
$339K +$7.97K +72 +2%
SI
352
Stephens Inc
Arkansas
$339K -$10.2K -92 -3%
HF
353
HRT Financial
New York
$337K -$12.9K -117 -4%
MIF
354
Mediolanum International Funds
Ireland
$335K -$76.5K -699 -19%
CCA
355
Checchi Capital Advisers
California
$334K -$885 -8 -0.3%
CI
356
Cherokee Insurance
Michigan
$332K – – –
VCM
357
Versant Capital Management
Arizona
$330K +$6.86K +62 +2%
BA
358
Bridgewater Advisors
New York
$326K +$566 +5 +0.2%
FOA
359
Five Oceans Advisors
California
$325K -$12.6K -114 -4%
LF
360
Lantz Financial
Illinois
$324K +$3.43K +31 +1%
EBT
361
Enterprise Bank & Trust
Massachusetts
$323K – – –
VA
362
Vident Advisory
Georgia
$320K -$106K -958 -25%
MFG
363
Magnus Financial Group
New York
$316K -$7.74K -70 -2%
MMCM
364
Murphy & Mullick Capital Management
New York
$314K -$15.1K -137 -5%
AAS
365
Annex Advisory Services
Wisconsin
$312K +$62.2K +562 +25%
CB
366
Commerce Bank
Missouri
$312K -$12.2K -110 -4%
NA
367
NewEdge Advisors
Louisiana
$310K +$304K +2,751 +5,614%
CAM
368
Cozad Asset Management
Illinois
$309K – – –
GWM
369
Geneos Wealth Management
Colorado
$308K -$190K -1,715 -38%
PPC
370
Park Place Capital
Alabama
$306K -$668 -6 -0.2%
AG
371
Ascent Group
Virginia
$305K +$10.2K +92 +3%
SCA
372
Snowden Capital Advisors
New York
$301K -$5.53K -50 -2%
FMC
373
First Merchants Corp
Indiana
$300K – – –
AGA
374
Arkos Global Advisors
Texas
$296K – – –
FFA
375
Farther Finance Advisors
California
$295K -$19.8K -179 -6%
13 14
15
16 17