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Bank of Montreal

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
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
501
Smartleaf Asset Management
Massachusetts
$21.4K +$2.84K +26 +15%
TC
502
Trust Company
Kansas
$20.8K +$20.8K +188 New
BGAI
503
Bruce G. Allen Investments
Colorado
$19.7K
FMP
504
Financial Management Professionals
Texas
$19.1K
Walleye Capital
505
Walleye Capital
New York
$18.1K +$1.55K +14 +9%
CTB
506
Country Trust Bank
Illinois
$17.6K +$17.6K +159 New
LI
507
LRI Investments
Florida
$16.6K
TPWA
508
Twin Peaks Wealth Advisors
California
$16.3K +$16.3K +144 New
RWPA
509
Richard W. Paul & Associates
Michigan
$15.8K
AAP
510
Arax Advisory Partners
Colorado
$15.5K +$8.29K +16 +114%
WAM
511
WFA Asset Management
Wisconsin
$15.2K
AA
512
Addison Advisors
Vermont
$14.6K -$23.5K -212 -62%
CIAM
513
Caitong International Asset Management
Hong Kong
$14.5K -$104K -942 -88%
JGIA
514
Jackson Grant Investment Advisers
Connecticut
$14.4K +$111 +1 +0.8%
BTI
515
Blue Trust Inc
Georgia
$13.9K
TCM
516
Tradewinds Capital Management
Washington
$13.8K
JWA
517
JFS Wealth Advisors
Pennsylvania
$13.4K -$8.52K -77 -39%
SO
518
Sierra Ocean
California
$13.3K
MA
519
MCF Advisors
Kentucky
$12.2K
TCM
520
TruNorth Capital Management
Michigan
$11.1K -$44.8K -405 -80%
CPG
521
Cornerstone Planning Group
New Jersey
$10.4K +$3.92K +35 +60%
NC
522
NewSquare Capital
Pennsylvania
$10.1K +$5.53K +50 +122%
HWM
523
Hemington Wealth Management
Virginia
$10K
BIG
524
Brooklyn Investment Group
New York
$9.42K +$9.42K +86 New
GIA
525
GHP Investment Advisors
Colorado
$8.74K