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Bank of Montreal

552 hedge funds and large institutions have $38.5B invested in Bank of Montreal in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 181 increasing their positions, 194 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+6
Holders Change %
+1.1%
% of All Funds
7.4%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.34%
New
65
Increased
181
Reduced
194
Closed
48
Calls
$693M
Puts
$1.37B
Net Calls
-$674M
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Shares
Change %
FCG
376
Fielder Capital Group
Tennessee
$292K
CL
377
Choreo LLC
Illinois
$292K +$51.1K +462 +21%
SMC
378
Smith, Moore & Co
Missouri
$292K
ATC
379
Argent Trust Co
Tennessee
$291K -$17.5K -158 -6%
FPAS
380
Focus Partners Advisor Solutions
Missouri
$289K +$12.4K +112 +4%
SIA
381
SkyView Investment Advisors
New Jersey
$284K
Susquehanna International Group
382
Susquehanna International Group
Pennsylvania
$284K +$284K +2,563 New
ONB
383
Old National Bancorp
Indiana
$281K
UCFA
384
United Capital Financial Advisors
Texas
$279K -$14.4K -130 -5%
CFO
385
CVA Family Office
Colorado
$278K -$1.44K -13 -0.5%
PA
386
Parallel Advisors
California
$277K -$40.9K -370 -13%
CI
387
Corient IA
Florida
$277K
PWP
388
Perfromance Wealth Partners
Illinois
$277K
FBFS
389
First Business Financial Services
Wisconsin
$276K
PA
390
Procyon Advisors
Connecticut
$272K -$28.5K -258 -9%
SM
391
Sciencast Management
New Jersey
$270K +$270K +2,444 New
GCP
392
Gill Capital Partners
Colorado
$267K +$267K +2,412 New
GC
393
Guggenheim Capital
Illinois
$266K -$11.5K -104 -4%
NSIM
394
North Star Investment Management
Illinois
$264K
MFIM
395
Mesirow Financial Investment Management
Illinois
$262K -$94.2K -852 -26%
BA
396
Bridgewater Associates
Connecticut
$260K -$4.93M -44,593 -95%
Thrivent Financial for Lutherans
397
Thrivent Financial for Lutherans
Minnesota
$259K -$182K -1,672 -41%
WHG
398
Westwood Holdings Group
Texas
$258K
PP
399
Patten & Patten
Tennessee
$258K
PNC
400
Park National Corp
Ohio
$257K