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Bank of Montreal

465 hedge funds and large institutions have $29.6B invested in Bank of Montreal in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 158 increasing their positions, 157 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
-8
Holders Change %
-1.69%
% of All Funds
6.73%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
39
Increased
158
Reduced
157
Closed
44
Calls
$1.05B
Puts
$1.12B
Net Calls
-$62.7M
Net Calls Change
-$38.5M
Name Holding Trade Value Shares
Change
Shares
Change %
MPWT
401
MassMutual Private Wealth & Trust
Connecticut
$41.6K -$9.83K -109 -19%
CFB
402
Cullen/Frost Bankers
Texas
$37.6K
CA
403
Crewe Advisors
Utah
$36.1K
SIS
404
Strategic Investment Solutions
Illinois
$36.1K
CAL
405
Capital Analysts LLC
Pennsylvania
$36K -$5.46K -61 -13%
GRP
406
Global Retirement Partners
California
$34.6K -$4.33K -48 -11%
WAS
407
Winch Advisory Services
Wisconsin
$31.6K
PS
408
Principal Securities
Iowa
$31.1K -$631 -7 -2%
IWP
409
IAG Wealth Partners
Wisconsin
$30.2K
WI
410
Wintrust Investments
Illinois
$30K -$209K -2,358 -87%
UCI
411
Uncommon Cents Investing
Wisconsin
$28.4K +$28.4K +315 New
SAM
412
Smartleaf Asset Management
Massachusetts
$27.9K +$11.8K +130 +73%
JEST
413
JTC Employer Solutions Trustee
Jersey
$25K
TFIPS
414
Towarzystwo Funduszy Inwestycyjnych PZU SA
$24.4K
BTC
415
Bank & Trust Company
Illinois
$23.7K
1IA
416
1620 Investment Advisors
Massachusetts
$23.4K -$84.3K -935 -78%
FHA
417
First Horizon Advisors
Tennessee
$22.9K +$5.05K +56 +28%
WOSD
418
WFA of San Diego
California
$22.6K
PTC
419
Private Trust Company
Ohio
$22.4K -$31.6K -350 -59%
CFGS
420
Concourse Financial Group Securities
Alabama
$21.6K
AWM
421
Avior Wealth Management
Nebraska
$19.7K
FMP
422
Financial Management Professionals
Texas
$19K +$2.03K +22 +12%
N
423
Natixis
France
$18.2K -$361 -4 -2%
FDCP
424
Foster Dykema Cabot & Partners
Massachusetts
$17.6K -$451 -5 -3%
ACA
425
Atlas Capital Advisors
Wyoming
$17.1K