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Bank of Montreal

465 hedge funds and large institutions have $29.6B invested in Bank of Montreal in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 158 increasing their positions, 157 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
-8
Holders Change %
-1.69%
% of All Funds
6.73%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
39
Increased
158
Reduced
157
Closed
44
Calls
$1.05B
Puts
$1.12B
Net Calls
-$62.7M
Net Calls Change
-$38.5M
Name Holding Trade Value Shares
Change
Shares
Change %
AIA
351
Alera Investment Advisors
Illinois
$205K +$205K +2,270 New
CRC
352
Curi RMB Capital
Illinois
$204K +$204K +2,264 New
PP
353
Pegasus Partners
Wisconsin
$204K -$104K -1,150 -34%
RW
354
REDW Wealth
New Mexico
$200K +$200K +2,220 New
BWL
355
Bogart Wealth LLC
Virginia
$199K
IRC
356
Investors Research Corp
Georgia
$195K
OC
357
Oarsman Capital
Wisconsin
$191K +$191K +2,118 New
GIBU
358
Gulf International Bank (UK)
United Kingdom
$191K -$245K -2,726 -56%
Fifth Third Bancorp
359
Fifth Third Bancorp
Ohio
$179K -$44.2K -490 -20%
CH
360
Cromwell Holdings
Wyoming
$157K +$42.7K +473 +37%
SIM
361
Studio Investment Management
Illinois
$150K
Macquarie Group
362
Macquarie Group
Australia
$147K
GI
363
GAMMA Investing
California
$142K -$23.4K -259 -14%
EWA
364
EverSource Wealth Advisors
Alabama
$140K +$5.95K +66 +4%
WB
365
Webster Bank
Connecticut
$126K
CJL
366
Cyrus J. Lawrence
New York
$126K
QCG
367
Quadrant Capital Group
Ohio
$121K +$2.44K +27 +2%
AF
368
Allworth Financial
California
$121K -$361 -4 -0.3%
BCWM
369
Bartlett & Co Wealth Management
Ohio
$120K
Carson Wealth (CWM LLC)
370
Carson Wealth (CWM LLC)
Nebraska
$119K +$41.7K +462 +54%
CWM
371
Compass Wealth Management
Connecticut
$112K
EDRH
372
Edmond de Rothschild Holding
Switzerland
$109K
FFA
373
Farther Finance Advisors
California
$99.5K +$30.8K +342 +45%
WT
374
Whittier Trust
California
$98.5K
MG
375
Mather Group
Illinois
$95.2K -$2.26K -25 -2%