BMO icon

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 %
GWSG
501
GPS Wealth Strategies Group
Colorado
$6.31K – – –
PCM
502
Penserra Capital Management
California
$6K – – –
CPG
503
Cornerstone Planning Group
New Jersey
$5.85K +$1.51K +15 +35%
OP
504
ORG Partners
Indiana
$5.73K +$5.73K +59 New
PWA
505
Physician Wealth Advisors
Utah
$5.44K +$5.44K +56 New
ME
506
McIlrath & Eck
Washington
$5.34K -$10.2K -105 -66%
VCM
507
Versant Capital Management
Arizona
$5.14K +$5.14K +53 New
FA
508
Financial Avengers
California
$4.85K – – –
SFG
509
Stonebridge Financial Group
Pennsylvania
$4.85K +$4.85K +50 New
FP
510
Financial Perspectives
Minnesota
$4.53K +$96 +1 +2%
HWP
511
Highline Wealth Partners
California
$4.46K +$291 +3 +7%
CAWM
512
Capital A Wealth Management
Pennsylvania
$4.27K +$4.27K +44 New
CJH
513
Christopher J. Hasenberg
Wisconsin
$4.17K – – –
CTA
514
Colonial Trust Advisors
South Carolina
$3.88K – – –
KIM
515
Kestra Investment Management
Texas
$3.79K +$3.79K +39 New
NC
516
NewSquare Capital
Pennsylvania
$3.69K +$3.69K +38 New
WPWM
517
Western Pacific Wealth Management
Illinois
$3.11K – – –
Optiver Holding
518
Optiver Holding
Netherlands
$2.72K +$2.72K +28 New
NA
519
NewEdge Advisors
Louisiana
$2.33K – – –
SSB
520
Sandy Spring Bank
Maryland
$2.23K – – –
VNA
521
Valley National Advisers
Pennsylvania
$2K – – –
CT
522
Colonial Trust
South Carolina
$1.55K +$1.55K +16 New
AAP
523
Arax Advisory Partners
Colorado
$1.36K – – –
CFB
524
Cullen/Frost Bankers
Texas
$1.17K -$39.3K -405 -97%
BIA
525
Bell Investment Advisors
California
$1.17K +$680 +7 +140%
19 20
21
22 23