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Bank of Montreal

546 hedge funds and large institutions have $32B invested in Bank of Montreal in 2025 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 186 increasing their positions, 164 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+17
Holders Change %
+3.21%
% of All Funds
7.42%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.34%
New
74
Increased
186
Reduced
164
Closed
48
Calls
$584M
Puts
$1.13B
Net Calls
-$547M
Net Calls Change
-$6.84M
Name Holding Trade Value Shares
Change
Shares
Change %
AFP
426
Ausdal Financial Partners
Iowa
$200K
FA
427
FDx Advisors
Illinois
$200K
BNP Paribas Financial Markets
428
BNP Paribas Financial Markets
France
$197K +$155K +1,628 +371%
NB
429
NBT Bank
New York
$192K -$4.19M -43,824 -96%
SS
430
SBI Securities
Japan
$176K +$33.9K +355 +24%
GM
431
GeoWealth Management
Illinois
$172K +$61.4K +643 +56%
CH
432
Cromwell Holdings
Wyoming
$166K
AF
433
Allworth Financial
California
$166K +$2.86K +30 +2%
TCA
434
Trifecta Capital Advisors
Illinois
$162K -$57.3K -600 -26%
PS
435
Pinney & Scofield
Massachusetts
$162K
GI
436
GAMMA Investing
California
$150K
GWS
437
Greykasell Wealth Strategies
California
$145K +$145K +1,521 New
JEST
438
JTC Employer Solutions Trustee
Jersey
$138K
WB
439
Webster Bank
Connecticut
$134K
SIM
440
Studio Investment Management
Illinois
$132K -$9.84K -103 -7%
CWM
441
Compass Wealth Management
Connecticut
$118K
OA
442
Operose Advisors
Wisconsin
$115K -$104K -1,093 -48%
HCP
443
Hexagon Capital Partners
Arkansas
$108K +$7.74K +81 +8%
PTC
444
Private Trust Company
Ohio
$105K +$23.2K +243 +28%
RWS
445
Retirement Wealth Solutions
Wisconsin
$104K
CIAM
446
Caitong International Asset Management
Hong Kong
$102K +$102K +1,073 New
RhumbLine Advisers
447
RhumbLine Advisers
Massachusetts
$101K +$1.15K +12 +1%
MG
448
Mather Group
Illinois
$101K
WSFS
449
Wilmington Savings Fund Society
Delaware
$100K
TF
450
Tompkins Financial
New York
$95.5K