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Bank of Montreal
BMO

Overview Fund Activity

529 hedge funds and large institutions have $33.4B invested in Bank of Montreal in 2024 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 190 increasing their positions, 135 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
+64
Holders Change %
+13.76%
% of All Funds
7.04%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.33%
New
104
Increased
190
Reduced
135
Closed
33
Calls
$840M
Puts
$1.38B
Net Calls
-$540M
Net Calls Change
-$477M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.88B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.9B
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$665M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.18B
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$824M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$865M
2
BCIM
British Columbia Investment Management
British Columbia, Canada
$44M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$158M
4
VPI
Value Partners Investments
Manitoba, Canada
$13.3M
5
AM
AGF Management
Ontario, Canada
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
476
JFS Wealth Advisors
Pennsylvania
$19.2K +$3.4K +35 +21%
SAM
477
Smartleaf Asset Management
Massachusetts
$19.2K -$10.7K -110 -36%
ACA
478
Atlas Capital Advisors
Wyoming
$18.4K – – –
WAM
479
WFA Asset Management
Wisconsin
$17.6K – – –
BGAI
480
Bruce G. Allen Investments
Colorado
$17.3K – – –
FMP
481
Financial Management Professionals
Texas
$16.8K -$3.2K -33 -16%
SO
482
Sierra Ocean
California
$14.8K +$14.8K +153 New
VWM
483
Venturi Wealth Management
Texas
$13.9K +$874 +9 +7%
RWPA
484
Richard W. Paul & Associates
Michigan
$13.5K +$13.5K +139 New
CA
485
CoreCap Advisors
Michigan
$13.2K +$7.48K +77 +131%
FDCP
486
Foster Dykema Cabot & Partners
Massachusetts
$12.6K -$6.31K -65 -33%
JGIA
487
Jackson Grant Investment Advisers
Connecticut
$12.5K +$12.5K +129 New
BTI
488
Blue Trust Inc
Georgia
$12.2K -$52.6K -542 -81%
TCM
489
Tradewinds Capital Management
Washington
$12.1K – – –
SVCP
490
Silicon Valley Capital Partners
California
$11.8K +$97 +1 +0.8%
MA
491
MCF Advisors
Kentucky
$10.7K – – –
TCM
492
TruNorth Capital Management
Michigan
$9.71K – – –
PA
493
Pineridge Advisors
Missouri
$9.34K – – –
SC
494
SouthState Corp
Florida
$9.32K +$9.32K +96 New
HWM
495
Hemington Wealth Management
Virginia
$9K -$474 -5 -5%
CSPIA
496
Cary Street Partners Investment Advisory
Virginia
$8.06K -$362K -3,731 -98%
JFGIW
497
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.81K -$66K -659 -89%
GIA
498
GHP Investment Advisors
Colorado
$7.67K -$46.1K -475 -86%
MIA
499
MeadowBrook Investment Advisors
Michigan
$7.28K – – –
SRCM
500
Signature Resources Capital Management
California
$6.89K – – –
18 19
20
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