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Bank of Montreal

632 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, 204 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:

5% less repeat investments, than reductions

Existing positions increased: 204 | 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
632
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
LAM
501
LOM Asset Management
$175K
JEST
502
JTC Employer Solutions Trustee
Jersey
$151K
WCM
503
Winthrop Capital Management
Indiana
$150K
RhumbLine Advisers
504
RhumbLine Advisers
Massachusetts
$143K
BC
505
Bayforest Capital
United Kingdom
$137K
TF
506
Tompkins Financial
New York
$135K
HBT
507
Hills Bank & Trust
Iowa
$135K
HDIM
508
Hanson & Doremus Investment Management
Vermont
$135K
TIM
509
Thompson Investment Management
Wisconsin
$132K
BBPWM
510
Blue Bell Private Wealth Management
Pennsylvania
$130K
DB
511
Danske Bank
Denmark
$123K
NEWAS
512
N.E.W. Advisory Services
Wisconsin
$116K
HNB
513
Huntington National Bank
Ohio
$114K
MR
514
Munich Reinsurance
$114K
UB
515
UMB Bank
Missouri
$113K
JFGIW
516
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$107K
SAM
517
Smartleaf Asset Management
Massachusetts
$104K
HPC
518
HM Payson & Co
Maine
$103K
DFA
519
DHJJ Financial Advisors
Illinois
$99.6K
GBT
520
Grove Bank & Trust
Florida
$96.1K
OW
521
Olistico Wealth
Oklahoma
$94.7K
MG
522
Mather Group
Illinois
$94.7K
BA
523
Ballast Advisors
Minnesota
$88K
MPWT
524
MassMutual Private Wealth & Trust
Connecticut
$80.1K
PTC
525
Private Trust Company
Ohio
$77.8K