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Bank of Montreal
BMO

Overview Fund Activity

552 hedge funds and large institutions have $38.5B invested in Bank of Montreal in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 181 increasing their positions, 194 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+6
Holders Change %
+1.1%
% of All Funds
7.4%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
65
Increased
181
Reduced
194
Closed
48
Calls
$693M
Puts
$1.37B
Net Calls
-$674M
Net Calls Change
-$127M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$874M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$370M
3
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
+$232M
4
Goldman Sachs
Goldman Sachs
New York
+$155M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$133M

Top Sellers

1
CIBC World Market
CIBC World Market
Ontario, Canada
-$391M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$302M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$301M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$265M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
RhumbLine Advisers
451
RhumbLine Advisers
Massachusetts
$128K +$10.6K +96 +9%
PTC
452
Private Trust Company
Ohio
$123K +$1.44K +13 +1%
RWS
453
Retirement Wealth Solutions
Wisconsin
$120K – – –
WCM
454
Winthrop Capital Management
Indiana
$120K +$120K +1,089 New
GM
455
GeoWealth Management
Illinois
$119K -$79.7K -720 -40%
JFGIW
456
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$114K +$106K +962 +1,415%
TF
457
Tompkins Financial
New York
$111K – – –
HBT
458
Hills Bank & Trust
Iowa
$111K +$111K +1,000 New
IHWM
459
Iron Horse Wealth Management
Iowa
$108K – – –
BBPWM
460
Blue Bell Private Wealth Management
Pennsylvania
$106K – – –
TCOV
461
Trust Company of Vermont
Vermont
$99.7K – – –
WT
462
Whittier Trust
California
$99.6K – – –
PIM
463
Plato Investment Management
Australia
$97K +$97K +880 New
TSMHT
464
Thurston Springer Miller Herd & Titak
Indiana
$92.3K – – –
RI
465
Ridgewood Investments
New Jersey
$85.4K – – –
WSFS
466
Wilmington Savings Fund Society
Delaware
$83.9K -$32.4K -293 -28%
DFA
467
DHJJ Financial Advisors
Illinois
$81.4K – – –
CSC
468
Caldwell Sutter Capital
California
$81.3K +$443 +4 +0.5%
BC
469
Bayforest Capital
United Kingdom
$81.3K +$41.6K +376 +105%
GBT
470
Grove Bank & Trust
Florida
$78.5K – – –
OW
471
Olistico Wealth
Oklahoma
$77.4K – – –
GC
472
Garde Capital
Washington
$75.5K – – –
PS
473
Principal Securities
Iowa
$72K -$35.2K -318 -33%
MC
474
Montag & Caldwell
Georgia
$68.3K – – –
FHA
475
First Horizon Advisors
Tennessee
$67.9K -$3.21K -29 -5%
17 18
19
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