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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 %
FA
401
FDx Advisors
Illinois
$204K +$204K +2,099 New
FCM
402
Firestone Capital Management
Florida
$204K +$204K +2,100 New
FAFN
403
First Affirmative Financial Network
Colorado
$203K -$37.9K -390 -16%
AFP
404
Ausdal Financial Partners
Iowa
$203K +$203K +2,095 New
AFA
405
Avant Financial Advisors
Texas
$202K +$202K +2,080 New
RWMH
406
Riverpoint Wealth Management Holdings
Illinois
$201K +$201K +2,075 New
SFG
407
SNS Financial Group
Minnesota
$200K +$200K +2,065 New
IRC
408
Investors Research Corp
Georgia
$198K -$11.6K -120 -6%
OC
409
Oarsman Capital
Wisconsin
$194K -$11.6K -120 -6%
GWM
410
Geneos Wealth Management
Colorado
$191K +$191K +1,970 New
AF
411
Allworth Financial
California
$171K +$36.9K +369 +28%
CH
412
Cromwell Holdings
Wyoming
$169K – – –
PS
413
Pinney & Scofield
Massachusetts
$165K +$165K +1,700 New
Macquarie Group
414
Macquarie Group
Australia
$157K – – –
GI
415
GAMMA Investing
California
$152K – – –
EWA
416
EverSource Wealth Advisors
Alabama
$147K -$3.2K -33 -2%
GIBU
417
Gulf International Bank (UK)
United Kingdom
$145K -$60.2K -622 -29%
SS
418
SBI Securities
Japan
$145K +$145K +1,490 New
SIM
419
Studio Investment Management
Illinois
$144K -$17.5K -180 -11%
JEST
420
JTC Employer Solutions Trustee
Jersey
$137K +$113K +1,317 +474%
WB
421
Webster Bank
Connecticut
$136K – – –
CJL
422
Cyrus J. Lawrence
New York
$135K – – –
QCG
423
Quadrant Capital Group
Ohio
$129K -$582 -6 -0.4%
BCWM
424
Bartlett & Co Wealth Management
Ohio
$129K – – –
CWM
425
Compass Wealth Management
Connecticut
$120K – – –
15 16
17
18 19