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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
CI
526
CX Institutional
Indiana
$77K
CTC
527
Central Trust Company
Missouri
$75.1K
VEA
528
Virtus ETF Advisers
New York
$71.2K
CSC
529
Caldwell Sutter Capital
California
$69.3K
RIL
530
Rothschild Investment LLC
Illinois
$69.3K
RWS
531
Retirement Wealth Solutions
Wisconsin
$68.9K
EPIMS
532
Evelyn Partners Investment Management Services
$67.7K
TFA
533
Toth Financial Advisory
Virginia
$67.7K
B
534
Bayban
Minnesota
$66.2K
BFP
535
Birchwood Financial Partners
Minnesota
$63.2K
IA
536
IFG Advisory
Georgia
$60.9K
AAP
537
Arax Advisory Partners
Colorado
$59.5K
JFA
538
JNBA Financial Advisors
Minnesota
$59.5K
CSPIA
539
Cary Street Partners Investment Advisory
Virginia
$56.2K
CH
540
CDKV Holdings
Colorado
$55.8K
TFIPS
541
Towarzystwo Funduszy Inwestycyjnych PZU SA
$54.9K
CA
542
Crewe Advisors
Utah
$54.1K
SIS
543
Strategic Investment Solutions
Illinois
$54.1K
VFM
544
Vision Financial Markets
Connecticut
$54.1K
LFG
545
Larson Financial Group
Missouri
$52.4K
HAP
546
Harbor Asset Planning
Massachusetts
$47.8K
WAS
547
Winch Advisory Services
Wisconsin
$47.4K
IWP
548
IAG Wealth Partners
Wisconsin
$45.3K
CAL
549
Capital Analysts LLC
Pennsylvania
$45K
SS
550
Sunbelt Securities
Texas
$43.8K