Bank of Montreal

BMO

Market cap $90.5B

473 hedge funds and large institutions have $29.3B invested in Bank of Montreal in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 156 increasing their positions, 172 reducing their positions, and 61 closing their positions.

New

Increased

Maintained

Reduced

Closed

2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4 2014 Q3 2014 Q2 2014 Q1 2013 Q4 2013 Q3 2013 Q2

Holders

473

Holders Change

-15

Holders Change %

-3.07%

% of All Funds

6.88%

Holding in Top 10

Holding in Top 10 Change

-6

Holding in Top 10 Change %

-23.08%

% of All Funds

0.29%

New

Increased

156

Reduced

172

Closed

Calls

$605M

Puts

$629M

Net Calls

-$24.2M

Net Calls Change

-$132M

Top Buyers

1	FDCDDQ Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$506M
2	BCIM British Columbia Investment Management Victoria, British Columbia, Canada	$407M
3	CIBC World Market Toronto, Ontario, Canada	$1.46B
4	Bank of America Charlotte, North Carolina	$369M
5	Charles Schwab San Francisco, California	$146M

Top Sellers

1	Royal Bank of Canada Toronto, Ontario, Canada	$4.84B
2	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$598M
3	Capital Research Global Investors Los Angeles, California	$62.7M
4	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$0
5	Mackenzie Financial Toronto Ontario, Ontario, Canada	$958M

#	Name	Holding	Trade Value	Shares Change	Shares Change %
376	CH 376 Cromwell Holdings Jackson, Wyoming	$106K	+$106K	+1,266	New
377	MG 377 Mather Group Chicago, Illinois	$105K	+$2.44K	+25	+2%
378	CWM 378 Compass Wealth Management Guilford, Connecticut	$104K	–	–	–
379	EDRH 379 Edmond de Rothschild Holding Chambesy, Switzerland	$101K	+$101K	+1,204	New
380	SFFS 380 Stonehage Fleming Financial Services St. Helier, Jersey	$95.6K	+$95.6K	+1,139	New
381	WT 381 Whittier Trust South Pasadena, California	$91.6K	+$13.9K	+166	+18%
382	PFA 382 Pathway Financial Advisers Auburn, Indiana	$91K	+$1K	+12	+1%
383	WCM 383 Winthrop Capital Management Carmel, Indiana	$89K	+$4.29K	+51	+5%
384	TF 384 Tompkins Financial Ithaca, New York	$83.9K	–	–	–
385	WT 385 Washington Trust Westerly, Rhode Island	$83.9K	–	–	–
386	AF 386 Advisornet Financial Minnetonka, Minnesota	$83.9K	–	–	–
387	IHWM 387 Iron Horse Wealth Management Johston, Iowa	$82.2K	–	–	–
388	TSMHT 388 Thurston Springer Miller Herd & Titak Indianapolis, Indiana	$81.4K	+$81.4K	+971	New
389	BBPWM 389 Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$80.5K	–	–	–
390	390 RhumbLine Advisers Boston, Massachusetts	$75.7K	+$6.71K	+80	+10%
391	JWM 391 Janiczek Wealth Management Denver, Colorado	$72.2K	–	–	–
392	CSC 392 Caldwell Sutter Capital Sausalito, California	$72K	-$27.7K	-330	-28%
393	393 Carson Wealth (CWM LLC) Omaha, Nebraska	$72K	+$421	+5	+0.6%
394	1IA 394 1620 Investment Advisors Plymouth, Massachusetts	$71.5K	+$71.5K	+1,194	New
395	395 Jones Financial Companies Des Peres, Missouri	$68.2K	+$68.2K	+813	New
396	DFA 396 DHJJ Financial Advisors Naperville, Illinois	$67.3K	–	–	–
397	BCA 397 Bray Capital Advisors Naples, Florida	$67.1K	–	–	–
398	RI 398 Ridgewood Investments Springfield, New Jersey	$64.8K	+$64.8K	+773	New
399	HCP 399 Hexagon Capital Partners Rogers, Arkansas	$64.2K	+$503	+6	+0.8%
400	FFA 400 Farther Finance Advisors San Francisco, California	$63.3K	+$3.99K	+48	+7%

Bank of Montreal BMO Market cap $90.5B

Top Buyers

Top Sellers

Bank of Montreal

BMO

Market cap $90.5B