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Bank of Montreal

565 hedge funds and large institutions have $38.7B invested in Bank of Montreal in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 184 increasing their positions, 199 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 48

17% more capital invested

Capital invested by funds: $33.1B → $38.7B (+$5.67B)

4% more funds holding in top 10

Funds holding in top 10: 2526 (+1)

2% more funds holding

Funds holding: 556565 (+9)

1.18% more ownership

Funds ownership: 47.39%48.57% (+1.2%)

8% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 199

49% less call options, than puts

Call options by funds: $693M | Put options by funds: $1.37B

Holders
565
Holders Change
+9
Holders Change %
+1.62%
% of All Funds
7.44%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.34%
New
64
Increased
184
Reduced
199
Closed
48
Calls
$693M
Puts
$1.37B
Net Calls
-$674M
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
401
Bridgewater Associates
Connecticut
$260K -$4.49M -44,593 -95%
Thrivent Financial for Lutherans
402
Thrivent Financial for Lutherans
Minnesota
$259K -$169K -1,672 -41%
WHG
403
Westwood Holdings Group
Texas
$258K
PP
404
Patten & Patten
Tennessee
$258K
PNC
405
Park National Corp
Ohio
$257K
TA
406
Townsend & Associates
Colorado
$255K
HH
407
Hilltop Holdings
Texas
$254K -$72.1K -715 -24%
CCM
408
Chiron Capital Management
Florida
$249K -$71.6K -710 -24%
TRCT
409
Tower Research Capital (TRC)
New York
$246K -$2.87M -28,445 -93%
ASN
410
Advisory Services Network
Georgia
$245K +$1.51K +15 +0.7%
BWL
411
Bogart Wealth LLC
Virginia
$244K
CCA
412
Cobblestone Capital Advisors
New York
$243K
VFA
413
Valeo Financial Advisors
Indiana
$239K -$12.6K -125 -5%
FRM
414
Fox Run Management
Connecticut
$234K -$64.2K -637 -23%
Balyasny Asset Management
415
Balyasny Asset Management
Illinois
$233K +$212K +2,100 New
IRC
416
Investors Research Corp
Georgia
$233K
AFP
417
Ausdal Financial Partners
Iowa
$232K +$504 +5 +0.2%
LFA
418
Legacy Financial Advisors
Kentucky
$232K -$29.5K -293 -12%
1WA
419
180 Wealth Advisors
Washington
$230K +$210K +2,081 New
AFA
420
Avant Financial Advisors
Texas
$230K +$210K +2,080 New
RWMH
421
Riverpoint Wealth Management Holdings
Illinois
$230K +$209K +2,075 New
EPIM
422
Evelyn Partners Investment Management
$229K -$64.1K -636 -24%
SFG
423
SNS Financial Group
Minnesota
$228K +$208K +2,063 New
AF
424
Allworth Financial
California
$224K +$29.2K +290 +17%
AWM
425
Apollon Wealth Management
South Carolina
$222K +$203K +2,011 New

BMO Hedge Fund Activity: Q2 2025 in Review

565 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Bank of Montreal (BMO) for Q2 2025, worth a combined $38.7B — up 17% from $33.1B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new BMO positions and 48 closed out — a net gain of 16 holders — while 184 added to existing stakes and 199 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $796M. The largest seller was CIBC World Market, cutting an estimated $356M.

  • 565 institutional investors held Bank of Montreal (BMO) as of Q2 2025, up from 556 in Q1 2025.
  • Funds reported $38.7B of Bank of Montreal stock for Q2 2025, up 17% quarter-over-quarter.
  • 64 funds opened new Bank of Montreal positions in Q2 2025 and 48 closed out, a net change of +16 holders.
  • The largest Bank of Montreal buyer in Q2 2025 was Royal Bank of Canada, an estimated $796M added.
  • The largest Bank of Montreal seller in Q2 2025 was CIBC World Market, an estimated $356M sold.

Based on aggregated 13F filings for Q2 2025.