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Bank of Montreal

634 hedge funds and large institutions have $44.4B invested in Bank of Montreal in 2026 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 205 increasing their positions, 214 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

4% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 214

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

62% less call options, than puts

Call options by funds: $596M | Put options by funds: $1.56B

Holders
634
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$596M
Puts
$1.56B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
401
Pure Financial Advisors
California
$341K
CFO
402
CVA Family Office
Colorado
$340K
PWP
403
Perfromance Wealth Partners
Illinois
$338K
AF
404
Allworth Financial
California
$338K
SS
405
SBI Securities
Japan
$337K
TA
406
Townsend & Associates
Colorado
$336K
MWM
407
Modern Wealth Management
Kansas
$333K
NP
408
Nilsine Partners
Colorado
$333K
CAM
409
Cozad Asset Management
Illinois
$332K
HH
410
Hilltop Holdings
Texas
$331K
NSIM
411
North Star Investment Management
Illinois
$328K
SWP
412
Sagespring Wealth Partners
Tennessee
$328K
GCP
413
Gill Capital Partners
Colorado
$326K
MFIM
414
Mesirow Financial Investment Management
Illinois
$326K
BWL
415
Bogart Wealth LLC
Virginia
$323K
Brown Advisory
416
Brown Advisory
Maryland
$321K
KCM
417
Kathmere Capital Management
Pennsylvania
$319K
KMWM
418
Keudell/Morrison Wealth Management
Oregon
$318K
WHG
419
Westwood Holdings Group
Texas
$316K
PP
420
Patten & Patten
Tennessee
$315K
PNC
421
Park National Corp
Ohio
$315K
MFG
422
Magnus Financial Group
New York
$311K
SI
423
Seeds Investor
New York
$311K
CC
424
Centiva Capital
New York
$308K
AWM
425
Apollon Wealth Management
South Carolina
$302K