BMO icon

Bank of Montreal
BMO

Overview Fund Activity

529 hedge funds and large institutions have $33.4B invested in Bank of Montreal in 2024 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 190 increasing their positions, 135 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
+64
Holders Change %
+13.76%
% of All Funds
7.04%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.33%
New
104
Increased
190
Reduced
135
Closed
33
Calls
$840M
Puts
$1.38B
Net Calls
-$540M
Net Calls Change
-$477M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.88B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.9B
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$665M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.18B
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$824M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$865M
2
BCIM
British Columbia Investment Management
British Columbia, Canada
$44M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$158M
4
VPI
Value Partners Investments
Manitoba, Canada
$13.3M
5
AM
AGF Management
Ontario, Canada
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
Q1WB
526
Quest 10 Wealth Builders
Virginia
$873 +$873 +9 New
NS
527
NBC Securities
Alabama
$356 -$567K -4,774 -100%
HNW
528
High Note Wealth
Minnesota
$291 +$291 +3 New
VHAM
529
Van Hulzen Asset Management
California
$195 +$195 +2 New
Capital International Investors
530
Capital International Investors
California
– -$55.9M -619,029 Closed
MSE
531
MUFG Securities EMEA
United Kingdom
– -$61M -500,000 Closed
SPS
532
Susquehanna Portfolio Strategies
Pennsylvania
– -$18.8M -208,609 Closed
CII
533
Capital International Inc
California
– -$14.1M -156,209 Closed
NAM
534
NewGen Asset Management
Ontario, Canada
– -$4.51M -50,000 Closed
CGPCS
535
Capital Group Private Client Services
California
– -$2.49M -27,596 Closed
MA
536
Mutual Advisors
Nebraska
– -$1.88M -20,118 Closed
FC
537
FORA Capital
Florida
– -$1.57M -17,359 Closed
Marshall Wace
538
Marshall Wace
United Kingdom
– -$1.3M -14,465 Closed
Balyasny Asset Management
539
Balyasny Asset Management
Illinois
– -$1M -11,130 Closed
CAM
540
Cresset Asset Management
Illinois
– -$984K -10,912 Closed
N
541
Numerai
California
– -$906K -10,041 Closed
PIC
542
Portland Investment Counsel
Ontario, Canada
– -$722K -8,000 Closed
FTDI
543
First Trust Direct Indexing
Massachusetts
– -$690K -7,646 Closed
FFM
544
Forum Financial Management
Illinois
– -$494K -5,477 Closed
SW
545
SlateStone Wealth
Florida
– -$386K -4,277 Closed
AIM
546
Aigen Investment Management
New York
– -$355K -3,933 Closed
Group One Trading
547
Group One Trading
Illinois
– -$328K -3,632 Closed
SEI Investments
548
SEI Investments
Pennsylvania
– -$274K -3,041 Closed
M
549
Murchinson
Ontario, Canada
– -$244K -2,706 Closed
AA
550
Alta Advisers
United Kingdom
– -$230K -2,542 Closed
19 20 21
22
23