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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 %
PWP
401
Perfromance Wealth Partners
Illinois
$239K – – –
CI
402
Corient IA
Florida
$239K +$239K +2,500 New
FBFS
403
First Business Financial Services
Wisconsin
$238K +$238K +2,492 New
TC
404
TownSquare Capital
Utah
$237K +$16.7K +175 +8%
SG Americas Securities
405
SG Americas Securities
New York
$230K +$230K +2,410 New
NSIM
406
North Star Investment Management
Illinois
$228K – – –
LFA
407
Legacy Financial Advisors
Kentucky
$228K +$228K +2,386 New
WHG
408
Westwood Holdings Group
Texas
$223K – – –
PP
409
Patten & Patten
Tennessee
$222K – – –
PNC
410
Park National Corp
Ohio
$222K – – –
VFA
411
Valeo Financial Advisors
Indiana
$218K -$55.2K -578 -20%
EWA
412
EverSource Wealth Advisors
Alabama
$218K +$73.4K +768 +51%
IB
413
Intrust Bank
Kansas
$218K +$4.97K +52 +2%
WFI
414
West Family Investments
California
$217K – – –
AAS
415
Annex Advisory Services
Wisconsin
$216K +$2.39K +25 +1%
Lido Advisors
416
Lido Advisors
California
$215K -$216K -2,263 -50%
TCWM
417
Total Clarity Wealth Management
Illinois
$212K – – –
PL
418
Plancorp LLC
Missouri
$211K +$211K +2,209 New
ASN
419
Advisory Services Network
Georgia
$210K +$210K +2,203 New
BWL
420
Bogart Wealth LLC
Virginia
$210K – – –
CCA
421
Cobblestone Capital Advisors
New York
$210K – – –
GT
422
Greenleaf Trust
Michigan
$209K +$209K +2,190 New
CL
423
Choreo LLC
Illinois
$208K +$4.78K +50 +2%
TA
424
Townsend & Associates
Colorado
$205K – – –
IRC
425
Investors Research Corp
Georgia
$201K +$6.21K +65 +3%
15 16
17
18 19