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Bank of Montreal
BMO

Overview Fund Activity

546 hedge funds and large institutions have $32B invested in Bank of Montreal in 2025 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 186 increasing their positions, 164 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+17
Holders Change %
+3.21%
% of All Funds
7.42%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
74
Increased
186
Reduced
164
Closed
48
Calls
$584M
Puts
$1.13B
Net Calls
-$547M
Net Calls Change
-$6.84M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$288M
2
Goldman Sachs
Goldman Sachs
New York
+$260M
3
Bank of America
Bank of America
North Carolina
+$182M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$140M
5
Morgan Stanley
Morgan Stanley
New York
+$106M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$284M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$195M
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$163M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$79.3M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$72.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
376
Lindbrook Capital
California
$269K +$6.69K +70 +3%
CAM
377
Cozad Asset Management
Illinois
$267K – – –
ATC
378
Argent Trust Co
Tennessee
$267K – – –
SCM
379
Stevens Capital Management
Pennsylvania
$265K +$265K +2,774 New
SCA
380
Snowden Capital Advisors
New York
$265K -$25.7K -269 -9%
PPC
381
Park Place Capital
Alabama
$263K -$6.5K -68 -2%
FRM
382
Fox Run Management
Connecticut
$263K +$263K +2,753 New
CRC
383
Curi RMB Capital
Illinois
$259K +$43.2K +452 +20%
PA
384
Procyon Advisors
Connecticut
$259K -$60.6K -635 -19%
FMC
385
First Merchants Corp
Indiana
$259K – – –
AAS
386
Ameritas Advisory Services
Nebraska
$257K – – –
GSWA
387
Good Steward Wealth Advisors
Tennessee
$256K +$256K +2,679 New
AGA
388
Arkos Global Advisors
Texas
$255K – – –
AG
389
Ascent Group
Virginia
$254K +$254K +2,664 New
UCFA
390
United Capital Financial Advisors
Texas
$253K -$6.4K -67 -2%
FCG
391
Fielder Capital Group
Tennessee
$252K – – –
SMC
392
Smith, Moore & Co
Missouri
$252K -$11.7K -122 -4%
BCM
393
Bayesian Capital Management
New York
$248K +$248K +2,600 New
SIA
394
SkyView Investment Advisors
New Jersey
$248K +$248K +2,599 New
ONB
395
Old National Bancorp
Indiana
$243K -$1.53K -16 -0.6%
CFO
396
CVA Family Office
Colorado
$241K – – –
TIM
397
Thompson Investment Management
Wisconsin
$241K -$22.3K -234 -8%
PAS
398
Point72 Asia (Singapore)
Singapore
$239K +$239K +2,498 New
GC
399
Guggenheim Capital
Illinois
$239K +$239K +2,504 New
FPAS
400
Focus Partners Advisor Solutions
Missouri
$239K +$239K +2,504 New
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