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Bank of Montreal

634 hedge funds and large institutions have $44.4B invested in Bank of Montreal in 2026 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 205 increasing their positions, 214 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

4% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 214

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

62% less call options, than puts

Call options by funds: $596M | Put options by funds: $1.56B

Holders
634
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$596M
Puts
$1.56B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
426
J.W. Cole Advisors
Florida
$302K
VFA
427
Valeo Financial Advisors
Indiana
$300K
BHPW
428
Beverly Hills Private Wealth
California
$300K
ACA
429
Atlas Capital Advisors
Wyoming
$298K
WF
430
WoodTrust Financial
Wisconsin
$296K
FAOAI
431
Fund Advisors of America Inc
Florida
$296K
WFI
432
West Family Investments
California
$295K
SIM
433
Studio Investment Management
Illinois
$294K
QCM
434
QRG Capital Management
Illinois
$294K
FRM
435
Fox Run Management
Connecticut
$292K
AWM
436
Aprio Wealth Management
Georgia
$292K
FAFN
437
First Affirmative Financial Network
Colorado
$291K
SI
438
Stephens Inc
Arkansas
$290K
PL
439
Plancorp LLC
Missouri
$288K
AG
440
Algert Global
California
$288K
IIL
441
Income Insurance Ltd
$288K
RWMH
442
Riverpoint Wealth Management Holdings
Illinois
$281K
EPIM
443
Evelyn Partners Investment Management
$279K
SAI
444
Savvy Advisors Inc
New York
$278K
SFG
445
SNS Financial Group
Minnesota
$277K
ATC
446
Argent Trust Co
Tennessee
$272K
BIM
447
Bridges Investment Management
Nebraska
$271K
CBU
448
CIBC Bancorp USA
Illinois
$271K
SWP
449
Stratos Wealth Partners
Ohio
$269K
SCM
450
Saxony Capital Management
Missouri
$267K