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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
CIA
451
Concurrent Investment Advisors
Florida
$267K
ONB
452
Old National Bancorp
Indiana
$264K
MCA
453
MSH Capital Advisors
Arizona
$264K
LC
454
Landaas & Company
Wisconsin
$260K
NA
455
NewEdge Advisors
Louisiana
$255K
HCP
456
Hexagon Capital Partners
Arkansas
$253K
BP
457
Ballentine Partners
Massachusetts
$251K
LF
458
Lantz Financial
Illinois
$250K
UBS AM
459
UBS AM
Illinois
$247K
FFG
460
Fiduciary Financial Group
California
$247K
MWPCG
461
Measured Wealth Private Client Group
New Hampshire
$245K
BCM
462
Buckhead Capital Management
Georgia
$241K
AAS
463
Ameritas Advisory Services
Nebraska
$241K
AWA
464
ARQ Wealth Advisors
Arizona
$240K
AWA
465
Arkadios Wealth Advisors
Georgia
$240K
PJSIMP
466
P.J. Schmidt Investment Management (PJS)
Wisconsin
$240K
JSSH
467
J. Safra Sarasin Holding
$240K
CH
468
Cromwell Holdings
Wyoming
$235K
KFS
469
Krane Financial Solutions
California
$235K
ACA
470
Affinity Capital Advisors
California
$231K
BFG
471
Beto Financial Group
Idaho
$231K
MAM
472
Madison Asset Management
Wisconsin
$230K
PS
473
Pinney & Scofield
Massachusetts
$230K
SW
474
SkyOak Wealth
Michigan
$230K
AC
475
Aldebaran Capital
Indiana
$230K