BMO icon

Bank of Montreal
BMO

Overview Fund Activity

546 hedge funds and large institutions have $32B invested in Bank of Montreal in 2025 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 186 increasing their positions, 164 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+17
Holders Change %
+3.21%
% of All Funds
7.42%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
74
Increased
186
Reduced
164
Closed
48
Calls
$584M
Puts
$1.13B
Net Calls
-$547M
Net Calls Change
-$6.84M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$288M
2
Goldman Sachs
Goldman Sachs
New York
+$260M
3
Bank of America
Bank of America
North Carolina
+$182M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$140M
5
Morgan Stanley
Morgan Stanley
New York
+$106M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$284M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$195M
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$163M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$79.3M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$72.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
476
Wayfinding Financial
Washington
$44K +$44K +469 New
HPC
477
HM Payson & Co
Maine
$42K +$42K +440 New
CI
478
CX Institutional
Indiana
$42K +$42K +441 New
TC
479
Truvestments Capital
Florida
$39K +$39K +408 New
CA
480
Crewe Advisors
Utah
$38.2K – – –
SIS
481
Strategic Investment Solutions
Illinois
$38.2K – – –
CCM
482
Coldstream Capital Management
Washington
$35.6K +$35.6K +373 New
BC
483
Bayforest Capital
United Kingdom
$34.3K +$34.3K +359 New
TFIPS
484
Towarzystwo Funduszy Inwestycyjnych PZU SA
$33.5K – – –
WAS
485
Winch Advisory Services
Wisconsin
$33.4K – – –
AA
486
Addison Advisors
Vermont
$32.9K +$1.05K +11 +3%
IWP
487
IAG Wealth Partners
Wisconsin
$32K – – –
IA
488
IFP Advisors
Florida
$28.1K -$1.82K -19 -6%
CSPIA
489
Cary Street Partners Investment Advisory
Virginia
$26.1K +$18.1K +190 +229%
BTC
490
Bank & Trust Company
Illinois
$25.1K – – –
1IA
491
1620 Investment Advisors
Massachusetts
$24.7K – – –
PGAM
492
Princeton Global Asset Management
New Jersey
$23.9K -$33.4K -350 -58%
VFM
493
Vision Financial Markets
Connecticut
$19.1K -$19.1K -200 -50%
JWA
494
JFS Wealth Advisors
Pennsylvania
$18.9K – – –
LFG
495
Larson Financial Group
Missouri
$18.4K +$18.4K +193 New
WAM
496
WFA Asset Management
Wisconsin
$17.7K – – –
BGAI
497
Bruce G. Allen Investments
Colorado
$17K – – –
FMP
498
Financial Management Professionals
Texas
$16.5K – – –
SAM
499
Smartleaf Asset Management
Massachusetts
$16.2K -$2.67K -28 -14%
LI
500
LRI Investments
Florida
$14.3K +$14.3K +150 New
18 19
20
21 22