BMO icon

Bank of Montreal

484 hedge funds and large institutions have $28.6B invested in Bank of Montreal in 2021 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 145 increasing their positions, 153 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+30
Holders Change %
+6.61%
% of All Funds
7.47%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.37%
New
69
Increased
145
Reduced
153
Closed
31
Calls
$361M
Puts
$803M
Net Calls
-$442M
Net Calls Change
-$159M
Name Holding Trade Value Shares
Change
Shares
Change %
GWS
426
Glassman Wealth Services
Virginia
$31K +$11.2K +103 +56%
JMF
427
Johnson Midwest Financial
Iowa
$31K +$31K +286 New
BFC
428
Bedel Financial Consulting
Indiana
$28K
CFGS
429
Concourse Financial Group Securities
Alabama
$28K +$1.75K +16 +7%
SBL
430
Sargent Bickham Lagudis
Colorado
$23K
FA
431
Financial Avengers
California
$23K +$12.2K +113 +113%
CT
432
Cambridge Trust
Massachusetts
$22K +$22K +200 New
VRS
433
Virginia Retirement Systems
Virginia
$21.1K +$14.5K +134,100 +219%
TFS
434
TrustCore Financial Services
Tennessee
$19K
SCA
435
Stonebridge Capital Advisors
Minnesota
$19K
NFG
436
Next Financial Group
Texas
$19K
FMII
437
Farmers & Merchants Investments Inc
Nebraska
$18K
SCA
438
Snowden Capital Advisors
New York
$18K +$18K +169 New
ME
439
McIlrath & Eck
Washington
$17K
LS
440
Leelyn Smith
Illinois
$16K
CP
441
Corbenic Partners
Pennsylvania
$16K
FWM
442
Focused Wealth Management
New York
$16K
NIC
443
Northwest Investment Counselors
Oregon
$16K +$16K +150 New
AWM
444
Avior Wealth Management
Nebraska
$13K -$13K -126 -50%
FPS
445
Fieldpoint Private Securities
Connecticut
$13K
GWSG
446
GPS Wealth Strategies Group
Colorado
$13K
TCM
447
Tradewinds Capital Management
Washington
$13K
FMP
448
Financial Management Professionals
Texas
$13K
OF
449
Outfitter Financial
Maine
$13K +$13K +125 New
AssetMark Inc
450
AssetMark Inc
California
$12K