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Bank of Montreal
BMO

Overview Fund Activity

529 hedge funds and large institutions have $33.4B invested in Bank of Montreal in 2024 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 190 increasing their positions, 135 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
+64
Holders Change %
+13.76%
% of All Funds
7.04%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.33%
New
104
Increased
190
Reduced
135
Closed
33
Calls
$840M
Puts
$1.38B
Net Calls
-$540M
Net Calls Change
-$477M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$508M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$211M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$199M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$158M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$107M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$497M
2
BCIM
British Columbia Investment Management
British Columbia, Canada
-$263M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$255M
4
VPI
Value Partners Investments
Manitoba, Canada
-$167M
5
AM
AGF Management
Ontario, Canada
-$66.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
376
Perfromance Wealth Partners
Illinois
$243K – – –
DMIC
377
Dixon Mitchell Investment Counsel
British Columbia, Canada
$237K +$2.72K +28 +1%
NSIM
378
North Star Investment Management
Illinois
$232K -$194 -2 -0.1%
MFIM
379
Mesirow Financial Investment Management
Illinois
$229K +$229K +2,363 New
GT
380
Glenmede Trust
Pennsylvania
$227K +$227K +2,342 New
WHG
381
Westwood Holdings Group
Texas
$227K – – –
PP
382
Patten & Patten
Tennessee
$226K – – –
PNC
383
Park National Corp
Ohio
$226K -$5.82K -60 -3%
TC
384
TownSquare Capital
Utah
$224K +$224K +2,310 New
WI
385
WrapManager Inc
California
$224K +$224K +2,310 New
TCA
386
Trifecta Capital Advisors
Illinois
$223K -$36.4K -375 -14%
TA
387
Townsend & Associates
Colorado
$223K – – –
OA
388
Operose Advisors
Wisconsin
$223K -$116K -1,193 -34%
WFI
389
West Family Investments
California
$221K -$9.41K -97 -4%
KWA
390
Kingswood Wealth Advisors
California
$220K +$220K +2,269 New
CRC
391
Curi RMB Capital
Illinois
$220K – – –
1WA
392
180 Wealth Advisors
Washington
$217K -$20K -206 -8%
AAS
393
Annex Advisory Services
Wisconsin
$217K -$56.1K -578 -21%
IB
394
Intrust Bank
Kansas
$216K +$216K +2,229 New
BWL
395
Bogart Wealth LLC
Virginia
$214K – – –
CCA
396
Cobblestone Capital Advisors
New York
$214K +$214K +2,200 New
TCWM
397
Total Clarity Wealth Management
Illinois
$212K -$8.93K -92 -4%
SIA
398
Schechter Investment Advisors
Michigan
$212K +$212K +2,182 New
CL
399
Choreo LLC
Illinois
$206K +$206K +2,128 New
TPM
400
Triasima Portfolio Management
Quebec, Canada
$205K +$205K +2,115 New
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