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Bank of Montreal
BMO

Overview Fund Activity

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

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$874M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$370M
3
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
+$232M
4
Goldman Sachs
Goldman Sachs
New York
+$155M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$133M

Top Sellers

1
CIBC World Market
CIBC World Market
Ontario, Canada
-$391M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$302M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$301M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$265M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
401
Townsend & Associates
Colorado
$255K – – –
HH
402
Hilltop Holdings
Texas
$254K -$79.1K -715 -24%
CCM
403
Chiron Capital Management
Florida
$249K -$78.5K -710 -24%
TRCT
404
Tower Research Capital (TRC)
New York
$246K -$3.15M -28,445 -93%
ASN
405
Advisory Services Network
Georgia
$245K +$1.66K +15 +0.7%
BWL
406
Bogart Wealth LLC
Virginia
$244K – – –
CCA
407
Cobblestone Capital Advisors
New York
$243K – – –
VFA
408
Valeo Financial Advisors
Indiana
$239K -$13.8K -125 -5%
FRM
409
Fox Run Management
Connecticut
$234K -$70.5K -637 -23%
Balyasny Asset Management
410
Balyasny Asset Management
Illinois
$233K +$233K +2,100 New
IRC
411
Investors Research Corp
Georgia
$233K – – –
AFP
412
Ausdal Financial Partners
Iowa
$232K +$553 +5 +0.2%
LFA
413
Legacy Financial Advisors
Kentucky
$232K -$32.4K -293 -12%
1WA
414
180 Wealth Advisors
Washington
$230K +$230K +2,081 New
AFA
415
Avant Financial Advisors
Texas
$230K +$230K +2,080 New
RWMH
416
Riverpoint Wealth Management Holdings
Illinois
$230K +$230K +2,075 New
SFG
417
SNS Financial Group
Minnesota
$228K +$228K +2,063 New
AF
418
Allworth Financial
California
$224K +$32.1K +290 +17%
AWM
419
Apollon Wealth Management
South Carolina
$222K +$222K +2,011 New
Squarepoint
420
Squarepoint
New York
$222K -$628K -5,681 -74%
BIM
421
Bridges Investment Management
Nebraska
$221K +$221K +2,000 New
PL
422
Plancorp LLC
Missouri
$220K -$23.9K -216 -10%
SCM
423
Saxony Capital Management
Missouri
$218K +$218K +1,975 New
TIM
424
Thompson Investment Management
Wisconsin
$218K -$61.4K -555 -22%
SWP
425
Sagespring Wealth Partners
Tennessee
$217K +$217K +1,964 New
15 16
17
18 19