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Bank of Montreal

632 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, 204 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:

5% less repeat investments, than reductions

Existing positions increased: 204 | 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
632
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
FCM
376
Fourpath Capital Management
Oklahoma
$413K
UCFA
377
United Capital Financial Advisors
Texas
$406K
BIG
378
Brooklyn Investment Group
New York
$403K
NS
379
NBC Securities
Alabama
$403K
AWM
380
AE Wealth Management
Kansas
$398K
FOA
381
Five Oceans Advisors
California
$398K
PA
382
Parallel Advisors
California
$394K
SCM
383
Summerhill Capital Management
Ontario, Canada
$393K
DS
384
DRW Securities
Illinois
$392K
IP
385
Isthmus Partners
Wisconsin
$391K
FBFS
386
First Business Financial Services
Wisconsin
$377K
AG
387
Ascent Group
Virginia
$375K
Fifth Third Bancorp
388
Fifth Third Bancorp
Ohio
$370K
MMCM
389
Murphy & Mullick Capital Management
New York
$370K
GWM
390
Geneos Wealth Management
Colorado
$369K
FMC
391
First Merchants Corp
Indiana
$368K
EWS
392
Evergreen Wealth Solutions
Pennsylvania
$360K
FCG
393
Fielder Capital Group
Tennessee
$357K
SMC
394
Smith, Moore & Co
Missouri
$357K
GM
395
GeoWealth Management
Illinois
$352K
AGA
396
Arkos Global Advisors
Texas
$346K
MWA
397
Medallion Wealth Advisors
Connecticut
$346K
SCA
398
Snowden Capital Advisors
New York
$342K
BA
399
Bridgewater Advisors
New York
$342K
PFA
400
Pure Financial Advisors
California
$341K