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Bank of Montreal

634 hedge funds and large institutions have $44.4B invested in Bank of Montreal in 2026 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 205 increasing their positions, 214 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

4% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 214

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

62% less call options, than puts

Call options by funds: $596M | Put options by funds: $1.56B

Holders
634
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$596M
Puts
$1.56B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OP
476
Oslo Pensjonsforsikring
$230K
IFG
477
Independent Financial Group
California
$229K
EFL
478
ERn Financial LLC
Wisconsin
$227K
BCM
479
Brookstone Capital Management
Illinois
$226K
TSS
480
Two Sigma Securities
New York
$225K
GI
481
GAMMA Investing
California
$223K
AGWCA
482
Annis Gardner Whiting Capital Advisors
Florida
$220K
GG
483
Greenwood Gearhart
Arkansas
$220K
LJAC
484
L.J. Altfest & Co
New York
$219K
OFO
485
OneAscent Family Office
Alabama
$219K
PI
486
PFG Investments
New York
$218K
IIC
487
Ironwood Investment Counsel
Arizona
$217K
PP
488
PDT Partners
New York
$217K
TIA
489
Trust Investment Advisors
Indiana
$215K
CL
490
Choreo LLC
Illinois
$214K
FWA
491
FORM Wealth Advisors
Wisconsin
$207K
KOMWMG
492
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$206K
GWS
493
Greykasell Wealth Strategies
California
$206K
WPA
494
Winning Points Advisors
Florida
$204K
CCM
495
Coldstream Capital Management
Washington
$203K
CT
496
Caldwell Trust
Florida
$203K
CI
497
Corient IA
Florida
$203K
SEI Investments
498
SEI Investments
Pennsylvania
$202K
PPC
499
Park Place Capital
Alabama
$201K
CF
500
Canoe Financial
Alberta, Canada
$195K