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Bank of Montreal

567 hedge funds and large institutions have $44.5B invested in Bank of Montreal in 2025 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 191 increasing their positions, 180 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

6% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 180

12% less funds holding in top 10

Funds holding in top 10: 2522 (-3)

34% less call options, than puts

Call options by funds: $1.13B | Put options by funds: $1.71B

Holders
567
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
$1.13B
Puts
$1.71B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
526
Hemington Wealth Management
Virginia
$12K
CPG
527
Cornerstone Planning Group
New Jersey
$11.5K
GIA
528
GHP Investment Advisors
Colorado
$10.3K
AFG
529
Albion Financial Group
Utah
$10K
TCM
530
Triumph Capital Management
Colorado
$9.77K
SRCM
531
Signature Resources Capital Management
California
$9.25K
WIM
532
Westside Investment Management
California
$9.13K
BFS
533
Bare Financial Services
Pennsylvania
$8.99K
IRC
534
Investors Research Corp
Georgia
$8.47K
GWSG
535
GPS Wealth Strategies Group
Colorado
$8.47K
PWA
536
Physician Wealth Advisors
Utah
$7.29K
ME
537
McIlrath & Eck
Washington
$7.16K
FA
538
Financial Avengers
California
$6.51K
FP
539
Financial Perspectives
Minnesota
$6.22K
BC
540
Bayforest Capital
United Kingdom
$5.99K
HWP
541
Highline Wealth Partners
California
$5.99K
CTA
542
Colonial Trust Advisors
South Carolina
$5.21K
FDCP
543
Foster Dykema Cabot & Partners
Massachusetts
$5.21K
PCM
544
Penserra Capital Management
California
$5K
FG
545
Fairman Group
Pennsylvania
$4.82K
WPWM
546
Western Pacific Wealth Management
Illinois
$4.17K
BIA
547
Bell Investment Advisors
California
$3.52K
SC
548
Steph & Co
Wisconsin
$3.26K
RF
549
Rossby Financial
Florida
$3.13K
SC
550
SouthState Corp
Florida
$3.13K