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Bank of Montreal

483 hedge funds and large institutions have $26.1B invested in Bank of Montreal in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 169 increasing their positions, 140 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
-20
Holders Change %
-3.98%
% of All Funds
8.17%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.39%
New
50
Increased
169
Reduced
140
Closed
62
Calls
$302M
Puts
$490M
Net Calls
-$188M
Net Calls Change
-$1.89M
Name Holding Trade Value Shares
Change
Shares
Change %
KPWS
526
Kestra Private Wealth Services
Texas
-$211K -1,787 Closed
VWA
527
V Wealth Advisors
Kansas
-$207K -1,754 Closed
RC
528
RegentAtlantic Capital
New Jersey
-$206K -1,742 Closed
LWAC
529
Laurel Wealth Advisors (California)
California
-$202K -1,716 Closed
FG
530
Foster Group
Iowa
-$201K -1,701 Closed
MBI
531
Montrusco Bolton Investments
Quebec, Canada
-$200K -1,700 Closed
VFA
532
Valeo Financial Advisors
Indiana
-$200K -1,698 Closed
ClearBridge Investments
533
ClearBridge Investments
New York
-$11.7M -1,000 Closed
T
534
TCWP
Ohio
-$75K -643 Closed
CA
535
Crewe Advisors
Utah
-$73K -615 Closed
SWM
536
Spire Wealth Management
Virginia
-$63K -538 Closed
TVWM
537
Tower View Wealth Management
Wisconsin
-$59K -500 Closed
SWM
538
Selective Wealth Management
Virginia
-$47K -400 Closed
DC
539
DeDora Capital
California
-$32K -273 Closed
BFC
540
Bedel Financial Consulting
Indiana
-$31K -260 Closed
FPS
541
Fieldpoint Private Securities
Connecticut
-$14K -122 Closed
TAIM
542
TD Ameritrade Investment Management
Nebraska
-$13K -106 Closed
ED
543
Exane Derivatives
France
-$7.64K -65 Closed
TFO
544
Tarbox Family Office
California
-$3K -25 Closed