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Bank of Montreal

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
Name Holding Trade Value Shares
Change
Shares
Change %
Walleye Capital
501
Walleye Capital
New York
$14.3K +$14.3K +150 New
RWPA
502
Richard W. Paul & Associates
Michigan
$13.7K +$382 +4 +3%
JGIA
503
Jackson Grant Investment Advisers
Connecticut
$12.3K
BTI
504
Blue Trust Inc
Georgia
$12K
TCM
505
Tradewinds Capital Management
Washington
$11.9K
SO
506
Sierra Ocean
California
$11.5K -$3.15K -33 -22%
MA
507
MCF Advisors
Kentucky
$10.5K
HWM
508
Hemington Wealth Management
Virginia
$9K
GIA
509
GHP Investment Advisors
Colorado
$7.55K
MIA
510
MeadowBrook Investment Advisors
Michigan
$7.16K
SRCM
511
Signature Resources Capital Management
California
$6.78K
JFGIW
512
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.5K -$955 -10 -13%
GWSG
513
GPS Wealth Strategies Group
Colorado
$6.21K
CA
514
CoreCap Advisors
Michigan
$6.13K -$6.89K -72 -53%
PCM
515
Penserra Capital Management
California
$6K
AF
516
Advisornet Financial
Minnesota
$5.54K +$5.54K +58 New
CPG
517
Cornerstone Planning Group
New Jersey
$5.46K
PWA
518
Physician Wealth Advisors
Utah
$5.35K
ME
519
McIlrath & Eck
Washington
$5.25K
FA
520
Financial Avengers
California
$4.78K
RCA
521
Runnymede Capital Advisors
Ohio
$4.78K +$4.78K +50 New
NA
522
NewEdge Advisors
Louisiana
$4.68K +$2.39K +25 +104%
ACM
523
Accent Capital Management
Ohio
$4.68K +$4.68K +49 New
PD
524
Point72 (DIFC)
United Arab Emirates
$4.65K +$4.65K +49 New
FP
525
Financial Perspectives
Minnesota
$4.49K