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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 %
SC
26
Scotia Capital
Ontario, Canada
$330M -$2.85M -29,914 -0.9%
FDCDDQ
27
Federation des caisses Desjardins du Quebec
Quebec, Canada
$307M -$163M -1,707,414 -35%
Morgan Stanley
28
Morgan Stanley
New York
$253M +$106M +1,113,060 +73%
TWC
29
TD Waterhouse Canada
Ontario, Canada
$224M -$29.4M -308,191 -12%
GC
30
Guardian Capital
Ontario, Canada
$197M -$8.38M -87,749 -4%
Charles Schwab
31
Charles Schwab
California
$185M +$2.61M +27,291 +1%
Connor, Clark & Lunn Investment Management (CC&L)
32
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$184M +$9.85M +103,149 +6%
LBA
33
Letko, Brosseau & Associates
Quebec, Canada
$174M -$5M -52,365 -3%
AIMCA
34
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$162M +$29.5M +308,523 +22%
Massachusetts Financial Services
35
Massachusetts Financial Services
Massachusetts
$151M -$2.23M -23,338 -1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
36
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$137M -$18.4M -192,807 -12%
ClearBridge Investments
37
ClearBridge Investments
New York
$133M -$6.94M -72,624 -5%
Newport Trust Company
38
Newport Trust Company
District of Columbia
$129M -$2.76M -28,877 -2%
Federated Hermes
39
Federated Hermes
Pennsylvania
$114M +$3.56M +37,281 +3%
MSC
40
MUFG Securities (Canada)
New York
$106M -$197K -2,068 -0.2%
CCMIC
41
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$106M -$17M -178,185 -14%
Deutsche Bank
42
Deutsche Bank
Germany
$103M +$6.01M +62,890 +6%
AF
43
Aviso Financial
Ontario, Canada
$99.5M +$1.32M +13,860 +1%
Invesco
44
Invesco
Georgia
$96.7M -$7.81M -81,796 -7%
UBS AM
45
UBS AM
Illinois
$95.7M +$6.38M +66,838 +7%
AC
46
Addenda Capital
Quebec, Canada
$95.2M -$9.3M -67,647 -9%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$71.3M +$3.61M +37,846 +5%
AM
48
AGF Management
Ontario, Canada
$71.1M -$38.7M -345,968 -35%
Amundi
49
Amundi
France
$67.4M -$3.48M -36,203 -5%
UBS Group
50
UBS Group
Switzerland
$67.4M +$41.4M +433,692 +160%
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