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Bank of Montreal

465 hedge funds and large institutions have $29.6B invested in Bank of Montreal in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 158 increasing their positions, 157 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
-8
Holders Change %
-1.69%
% of All Funds
6.73%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
39
Increased
158
Reduced
157
Closed
44
Calls
$1.05B
Puts
$1.12B
Net Calls
-$62.7M
Net Calls Change
-$38.5M
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
426
WFA Asset Management
Wisconsin
$16.3K
BGAI
427
Bruce G. Allen Investments
Colorado
$16.1K -$7.31K -81 -31%
ZB
428
Zions Bancorporation
Utah
$16K -$15.6K -173 -49%
JWA
429
JFS Wealth Advisors
Pennsylvania
$14.7K +$541 +6 +4%
ME
430
McIlrath & Eck
Washington
$14.4K
VWM
431
Venturi Wealth Management
Texas
$12.1K +$5.41K +60 +81%
SC
432
Swan Capital
Florida
$11.6K
TCM
433
Tradewinds Capital Management
Washington
$11.3K
Daiwa Securities Group
434
Daiwa Securities Group
Japan
$11K
SVCP
435
Silicon Valley Capital Partners
California
$10.9K +$180 +2 +2%
AssetMark Inc
436
AssetMark Inc
California
$10.4K
IA
437
IFP Advisors
Florida
$10.1K +$3.97K +44 +65%
MA
438
MCF Advisors
Kentucky
$9.92K
MSFP
439
Mark Sheptoff Financial Planning
Connecticut
$9.02K
TCM
440
TruNorth Capital Management
Michigan
$9.02K +$9.02K +100 New
HWM
441
Hemington Wealth Management
Virginia
$9K +$9K +100 New
PA
442
Pineridge Advisors
Missouri
$8.68K
AA
443
Addison Advisors
Vermont
$7.85K -$6.41K -71 -45%
MIA
444
MeadowBrook Investment Advisors
Michigan
$6.77K
SRCM
445
Signature Resources Capital Management
California
$6.4K
GWSG
446
GPS Wealth Strategies Group
Colorado
$5.86K -$4.51K -50 -43%
CA
447
CoreCap Advisors
Michigan
$5.33K +$5.33K +59 New
PCM
448
Penserra Capital Management
California
$5K +$238 +3 +5%
GM
449
GeoWealth Management
Illinois
$4.87K +$4.87K +54 New
FA
450
Financial Avengers
California
$4.51K