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Bank of Montreal
BMO

Overview Fund Activity

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

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$288M
2
Goldman Sachs
Goldman Sachs
New York
+$260M
3
Bank of America
Bank of America
North Carolina
+$182M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$140M
5
Morgan Stanley
Morgan Stanley
New York
+$106M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$284M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$195M
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$163M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$79.3M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$72.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
451
Washington Trust
Rhode Island
$95.5K – – –
PS
452
Principal Securities
Iowa
$94K – – –
IHWM
453
Iron Horse Wealth Management
Iowa
$93.6K – – –
BBPWM
454
Blue Bell Private Wealth Management
Pennsylvania
$91.7K – – –
TCOV
455
Trust Company of Vermont
Vermont
$86.1K – – –
MSWM
456
Mowery & Schoenfeld Wealth Management
Illinois
$86K +$86K +900 New
WT
457
Whittier Trust
California
$86K – – –
TSMHT
458
Thurston Springer Miller Herd & Titak
Indiana
$79.7K -$2.87K -30 -3%
RI
459
Ridgewood Investments
New Jersey
$73.7K – – –
DFA
460
DHJJ Financial Advisors
Illinois
$70.3K – – –
CSC
461
Caldwell Sutter Capital
California
$69.8K -$14.1K -148 -17%
MPWT
462
MassMutual Private Wealth & Trust
Connecticut
$68.1K +$3.15K +33 +5%
GBT
463
Grove Bank & Trust
Florida
$67.8K +$19.1K +200 +39%
OW
464
Olistico Wealth
Oklahoma
$66.9K – – –
GC
465
Garde Capital
Washington
$65.1K +$65.1K +682 New
FHA
466
First Horizon Advisors
Tennessee
$61.4K +$2.96K +31 +5%
MC
467
Montag & Caldwell
Georgia
$58.9K – – –
Mitsubishi UFJ Trust & Banking
468
Mitsubishi UFJ Trust & Banking
Japan
$57.6K +$57.6K +600 New
NEWAS
469
N.E.W. Advisory Services
Wisconsin
$53.2K +$53.2K +557 New
CTC
470
Central Trust Company
Missouri
$52.5K – – –
TCM
471
TruNorth Capital Management
Michigan
$48.2K +$38.7K +405 +405%
JFA
472
JNBA Financial Advisors
Minnesota
$47.8K – – –
RIL
473
Rothschild Investment LLC
Illinois
$47K +$573 +6 +1%
HNB
474
Huntington National Bank
Ohio
$46.9K – – –
CAL
475
Capital Analysts LLC
Pennsylvania
$45K +$5.97K +62 +15%
17 18
19
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