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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 %
WS
351
Wedbush Securities
California
$290K -$9.21K -95 -3%
WF
352
WoodTrust Financial
Wisconsin
$290K +$26.6K +274 +10%
HWM
353
HB Wealth Management
Georgia
$285K +$285K +2,936 New
EBT
354
Enterprise Bank & Trust
Massachusetts
$283K – – –
DR
355
Davis Rea
Ontario, Canada
$283K – – –
VFA
356
Valeo Financial Advisors
Indiana
$278K +$12.1K +125 +5%
MFG
357
Magnus Financial Group
New York
$277K – – –
PPC
358
Park Place Capital
Alabama
$274K +$274K +2,824 New
PA
359
Parallel Advisors
California
$272K +$20.2K +208 +8%
CAM
360
Cozad Asset Management
Illinois
$271K -$10.4K -107 -4%
ATC
361
Argent Trust Co
Tennessee
$271K +$271K +2,792 New
TIM
362
Thompson Investment Management
Wisconsin
$268K -$22.3K -230 -8%
SMC
363
Smith, Moore & Co
Missouri
$268K – – –
LC
364
Lindbrook Capital
California
$266K +$15K +155 +6%
FMC
365
First Merchants Corp
Indiana
$264K +$264K +2,716 New
UCFA
366
United Capital Financial Advisors
Texas
$263K -$2.23K -23 -0.8%
AGA
367
Arkos Global Advisors
Texas
$259K – – –
AAS
368
Ameritas Advisory Services
Nebraska
$257K +$3.69K +38 +1%
FCG
369
Fielder Capital Group
Tennessee
$257K – – –
HH
370
Hilltop Holdings
Texas
$253K +$253K +2,603 New
DA
371
Doliver Advisors
Texas
$252K -$4.27K -44 -2%
Kovitz Investment Group Partners
372
Kovitz Investment Group Partners
Illinois
$250K +$250K +2,578 New
ONB
373
Old National Bancorp
Indiana
$248K – – –
CFO
374
CVA Family Office
Colorado
$245K – – –
CCA
375
Checchi Capital Advisers
California
$244K +$244K +2,516 New
13 14
15
16 17