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Bank of Montreal

634 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, 205 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:

4% less repeat investments, than reductions

Existing positions increased: 205 | 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
634
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
CSP
351
Cary Street Partners
Virginia
$501K
TC
352
TwinBeech Capital
New York
$501K
NL
353
NWAM LLC
Washington
$496K
Prudential Financial
354
Prudential Financial
New Jersey
$488K
DMIC
355
Dixon Mitchell Investment Counsel
British Columbia, Canada
$488K
CW
356
Code Waechter
Florida
$485K
JPWM
357
Jamison Private Wealth Management
Georgia
$482K
SIA
358
Strategic Investment Advisors
Michigan
$481K
VA
359
Vident Advisory
Georgia
$480K
MJP
360
Michael J. Puzo
$474K
IB
361
Intrust Bank
Kansas
$472K
FPAS
362
Focus Partners Advisor Solutions
Missouri
$469K
CB
363
Commerce Bank
Missouri
$468K
BBHC
364
Brown Brothers Harriman & Co
New York
$467K
PFS
365
Prospera Financial Services
Texas
$465K
ACM
366
Avalon Capital Management
California
$464K
1C
367
111 Capital
France
$445K
GWP
368
Gateway Wealth Partners
Wisconsin
$441K
RT
369
Rockland Trust
Massachusetts
$439K
ALAM
370
Asahi Life Asset Management
Japan
$431K
DT
371
Diversified Trust
Tennessee
$428K
CCA
372
Checchi Capital Advisers
California
$425K
IAIM
373
International Assets Investment Management
Florida
$423K
Lazard Asset Management
374
Lazard Asset Management
New York
$418K
BCA
375
Bay Colony Advisors
Massachusetts
$416K