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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
$5.88B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.9B
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$665M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.18B
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$824M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$865M
2
BCIM
British Columbia Investment Management
British Columbia, Canada
$44M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$158M
4
VPI
Value Partners Investments
Manitoba, Canada
$13.3M
5
AM
AGF Management
Ontario, Canada
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
451
MassMutual Private Wealth & Trust
Connecticut
$66K +$21.3K +219 +48%
MC
452
Montag & Caldwell
Georgia
$59.9K +$59.9K +617 New
FHA
453
First Horizon Advisors
Tennessee
$59.4K +$34.7K +358 +141%
PGAM
454
Princeton Global Asset Management
New Jersey
$58.2K – – –
CTC
455
Central Trust Company
Missouri
$53.4K – – –
GBT
456
Grove Bank & Trust
Florida
$49.5K -$5.53K -57 -10%
JFA
457
JNBA Financial Advisors
Minnesota
$48.5K – – –
HNB
458
Huntington National Bank
Ohio
$47.7K – – –
RIL
459
Rothschild Investment LLC
Illinois
$47.3K +$486 +5 +1%
BNP Paribas Financial Markets
460
BNP Paribas Financial Markets
France
$42.6K -$351K -3,618 -89%
SIS
461
Strategic Investment Solutions
Illinois
$39.6K – – –
CAL
462
Capital Analysts LLC
Pennsylvania
$39K +$289 +3 +0.7%
CA
463
Crewe Advisors
Utah
$38.8K – – –
VFM
464
Vision Financial Markets
Connecticut
$38.8K +$38.8K +400 New
DF
465
Dunhill Financial
United Kingdom
$38.8K +$38.8K +400 New
TFIPS
466
Towarzystwo Funduszy Inwestycyjnych PZU SA
$34K +$7.77K +80 +30%
WAS
467
Winch Advisory Services
Wisconsin
$34K – – –
PFA
468
Pathway Financial Advisers
Indiana
$33K -$2.91M -30,113 -99%
IWP
469
IAG Wealth Partners
Wisconsin
$32.5K – – –
AA
470
Addison Advisors
Vermont
$32.3K +$23.9K +246 +283%
IA
471
IFP Advisors
Florida
$30.4K +$19.5K +201 +179%
BTC
472
Bank & Trust Company
Illinois
$25.5K – – –
1IA
473
1620 Investment Advisors
Massachusetts
$25.1K – – –
CFGS
474
Concourse Financial Group Securities
Alabama
$24K – – –
AWM
475
Avior Wealth Management
Nebraska
$21.2K – – –
17 18
19
20 21