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Bank of Montreal

536 hedge funds and large institutions have $33.4B invested in Bank of Montreal in 2024 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 192 increasing their positions, 135 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 33

42% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 135

25% more funds holding in top 10

Funds holding in top 10: 2025 (+5)

14% more funds holding

Funds holding: 469536 (+67)

10% more capital invested

Capital invested by funds: $30.5B → $33.4B (+$2.92B)

1% more ownership

Funds ownership: 46.2%47.21% (+1%)

39% less call options, than puts

Call options by funds: $840M | Put options by funds: $1.38B

Holders
536
Holders Change
+67
Holders Change %
+14.29%
% of All Funds
7.06%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.33%
New
107
Increased
192
Reduced
135
Closed
33
Calls
$840M
Puts
$1.38B
Net Calls
-$540M
Net Calls Change
-$477M
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
476
IAG Wealth Partners
Wisconsin
$32.5K
AA
477
Addison Advisors
Vermont
$32.3K +$23.3K +246 +283%
IA
478
IFP Advisors
Florida
$30.4K +$19K +201 +179%
BTC
479
Bank & Trust Company
Illinois
$25.5K
1IA
480
1620 Investment Advisors
Massachusetts
$25.1K
CFGS
481
Concourse Financial Group Securities
Alabama
$24K
AWM
482
Avior Wealth Management
Nebraska
$21.2K
JWA
483
JFS Wealth Advisors
Pennsylvania
$19.2K +$3.31K +35 +21%
SAM
484
Smartleaf Asset Management
Massachusetts
$19.2K -$10.4K -110 -36%
ACA
485
Atlas Capital Advisors
Wyoming
$18.4K
WAM
486
WFA Asset Management
Wisconsin
$17.6K
BGAI
487
Bruce G. Allen Investments
Colorado
$17.3K
FMP
488
Financial Management Professionals
Texas
$16.8K -$3.12K -33 -16%
SO
489
Sierra Ocean
California
$14.8K +$14.5K +153 New
VWM
490
Venturi Wealth Management
Texas
$13.9K +$851 +9 +7%
RWPA
491
Richard W. Paul & Associates
Michigan
$13.5K +$13.1K +139 New
CA
492
CoreCap Advisors
Michigan
$13.2K +$7.28K +77 +131%
FDCP
493
Foster Dykema Cabot & Partners
Massachusetts
$12.6K -$6.14K -65 -33%
JGIA
494
Jackson Grant Investment Advisers
Connecticut
$12.5K +$12.2K +129 New
BTI
495
Blue Trust Inc
Georgia
$12.2K -$51.2K -542 -81%
TCM
496
Tradewinds Capital Management
Washington
$12.1K
SVCP
497
Silicon Valley Capital Partners
California
$11.8K +$95 +1 +0.8%
MA
498
MCF Advisors
Kentucky
$10.7K
TCM
499
TruNorth Capital Management
Michigan
$9.71K
PA
500
Pineridge Advisors
Missouri
$9.34K

BMO Hedge Fund Activity: Q4 2024 in Review

536 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Bank of Montreal (BMO) for Q4 2024, worth a combined $33.4B — up 9.6% from $30.5B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new BMO positions and 33 closed out — a net gain of 74 holders — while 192 added to existing stakes and 135 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $495M. The largest seller was Bank of Nova Scotia, cutting an estimated $484M.

  • 536 institutional investors held Bank of Montreal (BMO) as of Q4 2024, up from 469 in Q3 2024.
  • Funds reported $33.4B of Bank of Montreal stock for Q4 2024, up 9.6% quarter-over-quarter.
  • 107 funds opened new Bank of Montreal positions in Q4 2024 and 33 closed out, a net change of +74 holders.
  • The largest Bank of Montreal buyer in Q4 2024 was Royal Bank of Canada, an estimated $495M added.
  • The largest Bank of Montreal seller in Q4 2024 was Bank of Nova Scotia, an estimated $484M sold.

Based on aggregated 13F filings for Q4 2024.