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Bank of Montreal
BMO

Overview Fund Activity

552 hedge funds and large institutions have $38.5B invested in Bank of Montreal in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 181 increasing their positions, 194 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+6
Holders Change %
+1.1%
% of All Funds
7.4%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
65
Increased
181
Reduced
194
Closed
48
Calls
$693M
Puts
$1.37B
Net Calls
-$674M
Net Calls Change
-$127M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$874M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$370M
3
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
+$232M
4
Goldman Sachs
Goldman Sachs
New York
+$155M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$133M

Top Sellers

1
CIBC World Market
CIBC World Market
Ontario, Canada
-$391M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$302M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$301M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$265M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
SRCM
526
Signature Resources Capital Management
California
$7.86K – – –
BFS
527
Bare Financial Services
Pennsylvania
$7.63K +$4.98K +45 +188%
GWSG
528
GPS Wealth Strategies Group
Colorado
$7.19K – – –
PWA
529
Physician Wealth Advisors
Utah
$6.2K – – –
ME
530
McIlrath & Eck
Washington
$6.09K – – –
PCM
531
Penserra Capital Management
California
$6K – – –
FA
532
Financial Avengers
California
$5.53K – – –
FP
533
Financial Perspectives
Minnesota
$5.25K – – –
HWP
534
Highline Wealth Partners
California
$5.09K +$332 +3 +7%
CJH
535
Christopher J. Hasenberg
Wisconsin
$4.76K – – –
LFG
536
Larson Financial Group
Missouri
$4.65K -$16.7K -151 -78%
WTC
537
WhitTier Trust Company
Nevada
$4.43K – – –
CTA
538
Colonial Trust Advisors
South Carolina
$4.43K – – –
MPW
539
MASECO Private Wealth
$3.91K +$3.91K +35 New
WPWM
540
Western Pacific Wealth Management
Illinois
$3.54K – – –
SC
541
Steph & Co
Wisconsin
$2.77K +$2.77K +25 New
CA
542
CoreCap Advisors
Michigan
$2.67K -$4.45K -40 -63%
BIA
543
Bell Investment Advisors
California
$2.55K +$1.99K +18 +360%
PFBT
544
Parkside Financial Bank & Trust
Missouri
$2.55K +$2.55K +23 New
AUB
545
Atlantic Union Bankshares
Virginia
$2.54K +$2.54K +23 New
VNA
546
Valley National Advisers
Pennsylvania
$2K – – –
CT
547
Colonial Trust
South Carolina
$1.64K -$109 -1 -6%
PWAM
548
Private Wealth Asset Management
Iowa
$1.33K – – –
Optiver Holding
549
Optiver Holding
Netherlands
$1.22K +$1.22K +11 New
PA
550
Pineridge Advisors
Missouri
$685 – – –
20 21
22
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