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Bank of Montreal

BMO

Market cap $125B

615 hedge funds and large institutions have $43.2B invested in Bank of Montreal in 2025 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 188 increasing their positions, 201 reducing their positions, and 42 closing their positions.

New

Increased

Maintained

Reduced

Closed

119% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 42

6% more funds holding

Funds holding: 578 → 615 (+37)

4% more funds holding in top 10

Funds holding in top 10: 23 → 24 (+1)

3% less capital invested

Capital invested by funds: $44.7B → $43.2B (-$1.51B)

6% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 201

1.23% less ownership

Funds ownership: 47.91% → 46.68% (-1.2%)

66% less call options, than puts

Call options by funds: $606M | Put options by funds: $1.78B

Holders

615

Holders Change

+37

Holders Change %

+6.4%

% of All Funds

7.48%

Holding in Top 10

Holding in Top 10 Change

Holding in Top 10 Change %

+4.35%

% of All Funds

0.29%

New

Increased

188

Reduced

201

Closed

Calls

$606M

Puts

$1.78B

Net Calls

-$1.17B

Net Calls Change

-$594M

Top Buyers

1	1832 Asset Management Toronto, Ontario, Canada	+$517M
2	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	+$313M
3	Morgan Stanley New York	+$206M
4	Fidelity International Hamilton, Bermuda	+$158M
5	Vanguard Group Malvern, Pennsylvania	+$85.3M

Top Sellers

1	Royal Bank of Canada Toronto, Ontario, Canada	-$1.95B
2	Acadian Asset Management Boston, Massachusetts	-$227M
3	UBS Group Zurich, Switzerland	-$204M
4	Goldman Sachs New York	-$200M
5	Fidelity Investments Boston, Massachusetts	-$190M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
26	26 Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$424M	-$655K	-5,172	-0.2%
27	27 Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$365M	-$14.8M	-117,084	-4%
28	28 Bank of America Charlotte, North Carolina	$312M	-$92M	-726,377	-23%
29	TWC 29 TD Waterhouse Canada Toronto, Ontario, Canada	$301M	-$7.64M	-60,308	-3%
30	30 Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$269M	-$26.6M	-210,310	-9%
31	31 Charles Schwab San Francisco, California	$256M	+$2M	+15,814	+0.8%
32	32 Goldman Sachs New York	$242M	-$200M	-1,581,479	-46%
33	LBA 33 Letko, Brosseau & Associates Montreal, Quebec, Canada	$218M	-$12.7M	-100,644	-6%
34	34 Invesco Atlanta, Georgia	$205M	-$3.81M	-30,081	-2%
35	35 Massachusetts Financial Services Boston, Massachusetts	$198M	-$444K	-3,508	-0.2%
36	36 Deutsche Bank Frankfurt Am Main Ge, Germany	$188M	+$9.52M	+75,217	+5%
37	37 D.E. Shaw & Co New York	$186M	+$37.9M	+299,414	+26%
38	CCMIC 38 Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$176M	-$15.1M	-119,500	-11%
39	39 Newport Trust Company Washington, District of Columbia	$171M	-$849K	-6,708	-0.5%
40	40 Amundi Paris, France	$169M	+$40.5M	+319,957	+33%
41	OAC 41 OMERS Administration Corp Toronto, Ontario, Canada	$162M	+$14.1M	+111,200	+10%
42	42 Acadian Asset Management Boston, Massachusetts	$156M	-$227M	-1,789,702	-60%
43	43 ClearBridge Investments New York	$154M	-$14.1M	-111,373	-9%
44	MSC 44 MUFG Securities (Canada) New York	$141M	-$12.9M	-101,847	-9%
45	AF 45 Aviso Financial Toronto, Ontario, Canada	$133M	+$2.56M	+20,217	+2%
46	AIMCA 46 Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$130M	-$13.7M	-108,200	-10%
47	AC 47 Addenda Capital Montreal, Quebec, Canada	$129M	-$1.18M	-9,283	-1%
48	BAM 48 BCV Asset Management Winnipeg,	$128M	+$82.9M	+654,737	New
49	BCIM 49 British Columbia Investment Management Victoria, British Columbia, Canada	$122M	+$39.9M	+314,716	+51%
50	50 Federated Hermes Pittsburgh, Pennsylvania	$112M	-$41M	-323,454	-27%