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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 %
BCA
351
Bay Colony Advisors
Massachusetts
$295K – – –
BBHC
352
Brown Brothers Harriman & Co
New York
$294K – – –
FOA
353
Five Oceans Advisors
California
$292K -$29.6K -310 -9%
PFS
354
Prospera Financial Services
Texas
$290K – – –
CCA
355
Checchi Capital Advisers
California
$289K +$49.1K +514 +20%
HH
356
Hilltop Holdings
Texas
$287K +$38.9K +407 +16%
SP
357
SIH Partners
Delaware
$287K +$287K +3,010 New
CI
358
Cherokee Insurance
Michigan
$287K – – –
DT
359
Diversified Trust
Tennessee
$286K -$2.77K -29 -1%
WF
360
WoodTrust Financial
Wisconsin
$285K – – –
MMCM
361
Murphy & Mullick Capital Management
New York
$285K -$12.1K -127 -4%
AWM
362
AE Wealth Management
Kansas
$283K -$75.4K -789 -21%
WS
363
Wedbush Securities
California
$283K -$3.06K -32 -1%
CCM
364
Chiron Capital Management
Florida
$283K -$115K -1,201 -29%
CW
365
Code Waechter
Florida
$282K +$282K +2,952 New
MFG
366
Magnus Financial Group
New York
$280K +$6.69K +70 +2%
CB
367
Commerce Bank
Missouri
$280K -$108K -1,132 -28%
LA
368
Legacy Advisors
Pennsylvania
$279K +$279K +152 New
EBT
369
Enterprise Bank & Trust
Massachusetts
$279K – – –
VCM
370
Versant Capital Management
Arizona
$279K +$274K +2,866 +5,408%
LF
371
Lantz Financial
Illinois
$277K -$11.9K -125 -4%
PA
372
Parallel Advisors
California
$275K +$7.16K +75 +3%
FFA
373
Farther Finance Advisors
California
$274K +$161K +1,667 +142%
BA
374
Bridgewater Advisors
New York
$274K +$274K +2,872 New
OCAM
375
Onex Canada Asset Management
Ontario, Canada
$271K -$102K -1,073 -27%
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