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Bank of Montreal

552 hedge funds and large institutions have $38.5B invested in Bank of Montreal in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 181 increasing their positions, 194 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+6
Holders Change %
+1.1%
% of All Funds
7.4%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.34%
New
65
Increased
181
Reduced
194
Closed
48
Calls
$693M
Puts
$1.37B
Net Calls
-$674M
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Shares
Change %
IC
426
IEQ Capital
California
$217K +$217K +1,963 New
GT
427
Greenleaf Trust
Michigan
$216K -$26.3K -238 -11%
FWA
428
FORM Wealth Advisors
Wisconsin
$214K +$214K +1,932 New
MCA
429
MSH Capital Advisors
Arizona
$213K +$213K +1,925 New
LC
430
Landaas & Company
Wisconsin
$212K +$212K +1,918 New
Verition Fund Management
431
Verition Fund Management
Connecticut
$211K +$211K +1,910 New
AFW
432
Atlantic Family Wealth
Florida
$211K +$211K +1,907 New
AAS
433
Ameritas Advisory Services
Nebraska
$211K -$82.4K -745 -28%
OAM
434
Oppenheimer Asset Management
New York
$208K +$208K +1,880 New
SAI
435
Savvy Advisors Inc
New York
$207K +$207K +1,867 New
EI
436
Ethic Inc
New York
$204K +$204K +1,873 New
OC
437
Oarsman Capital
Wisconsin
$202K +$202K +1,828 New
SS
438
SBI Securities
Japan
$200K -$4.32K -39 -2%
CH
439
Cromwell Holdings
Wyoming
$192K
PS
440
Pinney & Scofield
Massachusetts
$188K
TCA
441
Trifecta Capital Advisors
Illinois
$188K
GI
442
GAMMA Investing
California
$177K +$3.76K +34 +2%
GRP
443
Global Retirement Partners
California
$171K +$171K +1,541 New
GWS
444
Greykasell Wealth Strategies
California
$168K
AC
445
AlphaCore Capital
California
$166K +$166K +1,500 New
CIBC Private Wealth Group
446
CIBC Private Wealth Group
Georgia
$166K -$1.01M -9,126 -86%
MYIA
447
Mount Yale Investment Advisors
Colorado
$159K +$159K +1,437 New
OA
448
Operose Advisors
Wisconsin
$155K +$22.6K +204 +17%
WB
449
Webster Bank
Connecticut
$155K
JEST
450
JTC Employer Solutions Trustee
Jersey
$144K