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Bank of Montreal

473 hedge funds and large institutions have $29.3B invested in Bank of Montreal in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 156 increasing their positions, 172 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
-15
Holders Change %
-3.07%
% of All Funds
6.88%
Holding in Top 10
20
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-23.08%
% of All Funds
0.29%
New
53
Increased
156
Reduced
172
Closed
61
Calls
$605M
Puts
$629M
Net Calls
-$24.2M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Shares
Change %
WOSD
426
WFA of San Diego
California
$21K +$21K +250 New
CFGS
427
Concourse Financial Group Securities
Alabama
$20.1K
AWM
428
Avior Wealth Management
Nebraska
$18.3K -$146K -1,747 -89%
N
429
Natixis
France
$17.3K +$9.9K +118 +134%
FDCP
430
Foster Dykema Cabot & Partners
Massachusetts
$16.8K
FHA
431
First Horizon Advisors
Tennessee
$16.6K +$11K +131 +196%
ACA
432
Atlas Capital Advisors
Wyoming
$15.9K
BF
433
BOK Financial
Oklahoma
$15.8K
WAM
434
WFA Asset Management
Wisconsin
$15.2K
FMP
435
Financial Management Professionals
Texas
$15K -$3.02K -37 -17%
SAM
436
Smartleaf Asset Management
Massachusetts
$14.8K +$2.33K +28 +19%
VAG
437
VisionPoint Advisory Group
Texas
$14.7K -$6.62K -79 -31%
GIA
438
GHP Investment Advisors
Colorado
$13.5K
ME
439
McIlrath & Eck
Washington
$13.4K
AA
440
Addison Advisors
Vermont
$13.2K +$13.2K +158 New
JWA
441
JFS Wealth Advisors
Pennsylvania
$13.2K -$3.1K -37 -19%
TWP
442
Triad Wealth Partners
Kansas
$12.6K +$12.6K +150 New
SC
443
Swan Capital
Florida
$10.8K +$10.8K +129 New
TCM
444
Tradewinds Capital Management
Washington
$10.5K
NA
445
NewEdge Advisors
Louisiana
$10.4K -$13.1K -156 -56%
SVCP
446
Silicon Valley Capital Partners
California
$10K +$84 +1 +0.8%
Daiwa Securities Group
447
Daiwa Securities Group
Japan
$10K
AssetMark Inc
448
AssetMark Inc
California
$9.64K
GWSG
449
GPS Wealth Strategies Group
Colorado
$9.64K
MA
450
MCF Advisors
Kentucky
$9.22K