BMO icon

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 %
TFIPS
476
Towarzystwo Funduszy Inwestycyjnych PZU SA
$66.2K +$27.6K +250 +71%
MPWT
477
MassMutual Private Wealth & Trust
Connecticut
$64.8K -$14.1K -127 -18%
NEWAS
478
N.E.W. Advisory Services
Wisconsin
$61K -$664 -6 -1%
CTC
479
Central Trust Company
Missouri
$60.8K – – –
HT
480
Headlands Technologies
Illinois
$60.7K +$60.7K +549 New
HNB
481
Huntington National Bank
Ohio
$58.6K +$4.32K +39 +8%
JFA
482
JNBA Financial Advisors
Minnesota
$55.3K – – –
RIL
483
Rothschild Investment LLC
Illinois
$55.1K +$553 +5 +1%
EAM
484
Erste Asset Management
Austria
$53.1K +$53.1K +260 New
CI
485
CX Institutional
Indiana
$49K – – –
CA
486
Crewe Advisors
Utah
$46.5K +$2.21K +20 +5%
TC
487
Truvestments Capital
Florida
$45.1K – – –
SIS
488
Strategic Investment Solutions
Illinois
$44.3K – – –
VFM
489
Vision Financial Markets
Connecticut
$44.3K +$22.1K +200 +100%
CAL
490
Capital Analysts LLC
Pennsylvania
$42K -$9.21K -84 -18%
HAP
491
Harbor Asset Planning
Massachusetts
$39K +$39K +352 New
WAS
492
Winch Advisory Services
Wisconsin
$38.7K – – –
PGAM
493
Princeton Global Asset Management
New Jersey
$38.7K +$11.1K +100 +40%
IWP
494
IAG Wealth Partners
Wisconsin
$37.1K – – –
CSPIA
495
Cary Street Partners Investment Advisory
Virginia
$30.9K +$664 +6 +2%
IA
496
IFP Advisors
Florida
$29.4K -$3.1K -28 -10%
BTC
497
Bank & Trust Company
Illinois
$29.1K – – –
1IA
498
1620 Investment Advisors
Massachusetts
$28.7K – – –
WOSD
499
WFA of San Diego
California
$27.7K +$27.7K +250 New
AGWCA
500
Annis Gardner Whiting Capital Advisors
Florida
$24.7K +$24.7K +223 New
18 19
20
21 22