We are live on ! Find out more
BMO icon

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
WS
376
Wedbush Securities
California
$414K
FCM
377
Fourpath Capital Management
Oklahoma
$413K
UCFA
378
United Capital Financial Advisors
Texas
$406K
BIG
379
Brooklyn Investment Group
New York
$403K
NS
380
NBC Securities
Alabama
$403K
AWM
381
AE Wealth Management
Kansas
$398K
FOA
382
Five Oceans Advisors
California
$398K
PA
383
Parallel Advisors
California
$394K
SCM
384
Summerhill Capital Management
Ontario, Canada
$393K
DS
385
DRW Securities
Illinois
$392K
IP
386
Isthmus Partners
Wisconsin
$391K
FBFS
387
First Business Financial Services
Wisconsin
$377K
AG
388
Ascent Group
Virginia
$375K
Fifth Third Bancorp
389
Fifth Third Bancorp
Ohio
$370K
MMCM
390
Murphy & Mullick Capital Management
New York
$370K
GWM
391
Geneos Wealth Management
Colorado
$369K
FMC
392
First Merchants Corp
Indiana
$368K
EWS
393
Evergreen Wealth Solutions
Pennsylvania
$360K
FCG
394
Fielder Capital Group
Tennessee
$357K
SMC
395
Smith, Moore & Co
Missouri
$357K
GM
396
GeoWealth Management
Illinois
$352K
AGA
397
Arkos Global Advisors
Texas
$346K
MWA
398
Medallion Wealth Advisors
Connecticut
$346K
SCA
399
Snowden Capital Advisors
New York
$342K
BA
400
Bridgewater Advisors
New York
$342K