BMO icon

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
SC
26
Scotia Capital
Ontario, Canada
$466M
BGC
27
Beutel, Goodman & Co
Ontario, Canada
$419M
Goldman Sachs
28
Goldman Sachs
New York
$350M
Manulife (Manufacturers Life Insurance)
29
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$329M
Morgan Stanley
30
Morgan Stanley
New York
$298M
Connor, Clark & Lunn Investment Management (CC&L)
31
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$283M
Charles Schwab
32
Charles Schwab
California
$271M
Massachusetts Financial Services
33
Massachusetts Financial Services
Massachusetts
$254M
Invesco
34
Invesco
Georgia
$231M
Bank of America
35
Bank of America
North Carolina
$221M
Barclays
36
Barclays
United Kingdom
$214M
LBA
37
Letko, Brosseau & Associates
Quebec, Canada
$213M
VAM
38
Vanguard Asset Management
$194M
Deutsche Bank
39
Deutsche Bank
Germany
$176M
Newport Trust Company
40
Newport Trust Company
District of Columbia
$176M
OAC
41
OMERS Administration Corp
Ontario, Canada
$165M
Acadian Asset Management
42
Acadian Asset Management
Massachusetts
$161M
ClearBridge Investments
43
ClearBridge Investments
New York
$152M
Amundi
44
Amundi
France
$152M
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$151M
MSC
46
MUFG Securities (Canada)
New York
$142M
CCMIC
47
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$136M
AF
48
Aviso Financial
Ontario, Canada
$135M
AC
49
Addenda Capital
Quebec, Canada
$127M
BCIM
50
British Columbia Investment Management
British Columbia, Canada
$120M