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Bank of Montreal

632 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, 204 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:

5% less repeat investments, than reductions

Existing positions increased: 204 | 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
632
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
ONB
451
Old National Bancorp
Indiana
$264K
MCA
452
MSH Capital Advisors
Arizona
$264K
LC
453
Landaas & Company
Wisconsin
$260K
HCP
454
Hexagon Capital Partners
Arkansas
$253K
BP
455
Ballentine Partners
Massachusetts
$251K
LF
456
Lantz Financial
Illinois
$250K
UBS AM
457
UBS AM
Illinois
$247K
FFG
458
Fiduciary Financial Group
California
$247K
MWPCG
459
Measured Wealth Private Client Group
New Hampshire
$245K
BCM
460
Buckhead Capital Management
Georgia
$241K
AAS
461
Ameritas Advisory Services
Nebraska
$241K
AWA
462
ARQ Wealth Advisors
Arizona
$240K
AWA
463
Arkadios Wealth Advisors
Georgia
$240K
PJSIMP
464
P.J. Schmidt Investment Management (PJS)
Wisconsin
$240K
JSSH
465
J. Safra Sarasin Holding
$240K
CH
466
Cromwell Holdings
Wyoming
$235K
KFSL
467
Krane Financial Solutions LLC
California
$235K
ACA
468
Affinity Capital Advisors
California
$231K
BFG
469
Beto Financial Group
Idaho
$231K
MAM
470
Madison Asset Management
Wisconsin
$230K
SW
471
SkyOak Wealth
Michigan
$230K
PS
472
Pinney & Scofield
Massachusetts
$230K
AC
473
Aldebaran Capital
Indiana
$230K
OP
474
Oslo Pensjonsforsikring
$230K
IFG
475
Independent Financial Group
California
$229K