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Bank of Montreal
BMO

Overview Fund Activity

529 hedge funds and large institutions have $33.4B invested in Bank of Montreal in 2024 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 190 increasing their positions, 135 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
+64
Holders Change %
+13.76%
% of All Funds
7.04%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.33%
New
104
Increased
190
Reduced
135
Closed
33
Calls
$840M
Puts
$1.38B
Net Calls
-$540M
Net Calls Change
-$477M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$508M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$211M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$199M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$158M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$107M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$497M
2
BCIM
British Columbia Investment Management
British Columbia, Canada
-$263M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$255M
4
VPI
Value Partners Investments
Manitoba, Canada
-$167M
5
AM
AGF Management
Ontario, Canada
-$66.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
426
Farther Finance Advisors
California
$114K +$7.18K +74 +7%
GM
427
GeoWealth Management
Illinois
$112K +$107K +1,101 +2,039%
RWS
428
Retirement Wealth Solutions
Wisconsin
$106K +$106K +1,086 New
WCM
429
Winthrop Capital Management
Indiana
$103K – – –
MG
430
Mather Group
Illinois
$102K – – –
WSFS
431
Wilmington Savings Fund Society
Delaware
$102K +$53.5K +551 +110%
RhumbLine Advisers
432
RhumbLine Advisers
Massachusetts
$102K +$14.2K +146 +16%
HCP
433
Hexagon Capital Partners
Arkansas
$102K +$26.5K +273 +35%
GRP
434
Global Retirement Partners
California
$101K +$64.1K +661 +172%
TF
435
Tompkins Financial
New York
$97.1K – – –
WT
436
Washington Trust
Rhode Island
$97.1K – – –
IHWM
437
Iron Horse Wealth Management
Iowa
$95.1K – – –
PS
438
Principal Securities
Iowa
$94K +$60.6K +624 +181%
BBPWM
439
Blue Bell Private Wealth Management
Pennsylvania
$93.2K – – –
TCOV
440
Trust Company of Vermont
Vermont
$87.4K -$264K -2,717 -75%
WT
441
Whittier Trust
California
$87.3K -$18.6K -192 -18%
CSC
442
Caldwell Sutter Capital
California
$85.3K +$2.62K +27 +3%
TSMHT
443
Thurston Springer Miller Herd & Titak
Indiana
$83.9K -$10.4K -107 -11%
PTC
444
Private Trust Company
Ohio
$83.3K +$59.2K +610 +246%
BCA
445
Bray Capital Advisors
Florida
$77.6K – – –
MSWM
446
McGlone Suttner Wealth Management
Wisconsin
$76.4K +$76.4K +788 New
RI
447
Ridgewood Investments
New Jersey
$74.9K – – –
DFA
448
DHJJ Financial Advisors
Illinois
$71.4K -$6.5K -67 -8%
TC
449
Tacita Capital
Ontario, Canada
$71.4K – – –
OW
450
Olistico Wealth
Oklahoma
$67.9K – – –
16 17
18
19 20