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Bank of Montreal
BMO

Overview Fund Activity

552 hedge funds and large institutions have $38.5B invested in Bank of Montreal in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 181 increasing their positions, 194 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+6
Holders Change %
+1.1%
% of All Funds
7.4%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
65
Increased
181
Reduced
194
Closed
48
Calls
$693M
Puts
$1.37B
Net Calls
-$674M
Net Calls Change
-$127M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$874M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$370M
3
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
+$232M
4
Goldman Sachs
Goldman Sachs
New York
+$155M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$133M

Top Sellers

1
CIBC World Market
CIBC World Market
Ontario, Canada
-$391M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$302M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$301M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$265M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Pension Plan Investment Board
26
Canada Pension Plan Investment Board
Ontario, Canada
$387M -$20.4M -184,247 -5%
Bank of America
27
Bank of America
North Carolina
$383M -$20.8M -187,933 -5%
Manulife (Manufacturers Life Insurance)
28
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$369M -$301M -2,730,133 -45%
FDCDDQ
29
Federation des caisses Desjardins du Quebec
Quebec, Canada
$348M -$8.34M -75,363 -2%
Morgan Stanley
30
Morgan Stanley
New York
$280M -$12.7M -114,421 -4%
TWC
31
TD Waterhouse Canada
Ontario, Canada
$254M -$6.95M -62,549 -3%
Public Sector Pension Investment Board (PSP Investments)
32
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$240M +$232M +2,099,800 +2,986%
GC
33
Guardian Capital
Ontario, Canada
$230M +$2.11M +19,080 +0.9%
Charles Schwab
34
Charles Schwab
California
$223M +$7.99M +72,210 +4%
Connor, Clark & Lunn Investment Management (CC&L)
35
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$219M +$4.8M +43,257 +2%
LBA
36
Letko, Brosseau & Associates
Quebec, Canada
$200M -$1.91M -17,300 -0.9%
Massachusetts Financial Services
37
Massachusetts Financial Services
Massachusetts
$175M -$280K -2,532 -0.2%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$155M +$107M +964,078 +223%
Newport Trust Company
39
Newport Trust Company
District of Columbia
$149M -$944K -8,537 -0.6%
ClearBridge Investments
40
ClearBridge Investments
New York
$145M -$7.73M -70,653 -5%
Deutsche Bank
41
Deutsche Bank
Germany
$139M +$19.6M +177,493 +16%
MSC
42
MUFG Securities (Canada)
New York
$136M +$12.8M +115,447 +10%
Federated Hermes
43
Federated Hermes
Pennsylvania
$135M +$2.76M +24,914 +2%
CCMIC
44
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$123M -$183K -1,650 -0.1%
Invesco
45
Invesco
Georgia
$117M +$5.43M +49,113 +5%
UBS AM
46
UBS AM
Illinois
$112M +$1.51M +13,634 +1%
Amundi
47
Amundi
France
$110M +$31.6M +281,882 +40%
AC
48
Addenda Capital
Quebec, Canada
$101M -$3.29M -21,783 -3%
UBS Group
49
UBS Group
Switzerland
$92.2M +$14.1M +127,799 +18%
AF
50
Aviso Financial
Ontario, Canada
$89.4M -$26M -234,787 -23%
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