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Bank of Montreal
BMO

Overview Fund Activity

546 hedge funds and large institutions have $32B invested in Bank of Montreal in 2025 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 186 increasing their positions, 164 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+17
Holders Change %
+3.21%
% of All Funds
7.42%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
74
Increased
186
Reduced
164
Closed
48
Calls
$584M
Puts
$1.13B
Net Calls
-$547M
Net Calls Change
-$6.84M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$288M
2
Goldman Sachs
Goldman Sachs
New York
+$260M
3
Bank of America
Bank of America
North Carolina
+$182M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$140M
5
Morgan Stanley
Morgan Stanley
New York
+$106M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$284M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$195M
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$163M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$79.3M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$72.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAWM
526
Capital A Wealth Management
Pennsylvania
$4.2K – – –
CJH
527
Christopher J. Hasenberg
Wisconsin
$4.15K – – –
HWP
528
Highline Wealth Partners
California
$4.11K -$287 -3 -7%
NC
529
NewSquare Capital
Pennsylvania
$3.92K +$287 +3 +8%
CTA
530
Colonial Trust Advisors
South Carolina
$3.82K – – –
WTC
531
WhitTier Trust Company
Nevada
$3.82K +$3.82K +40 New
HHGA
532
Halbert Hargrove Global Advisors
California
$3.34K +$3.34K +35 New
WPWM
533
Western Pacific Wealth Management
Illinois
$3.06K – – –
DMIC
534
Dixon Mitchell Investment Counsel
British Columbia, Canada
$2.86K -$230K -2,414 -99%
BFS
535
Bare Financial Services
Pennsylvania
$2.29K +$2.29K +24 New
SSB
536
Sandy Spring Bank
Maryland
$2.2K – – –
VNA
537
Valley National Advisers
Pennsylvania
$2K -$308 -4 -13%
CT
538
Colonial Trust
South Carolina
$1.52K – – –
SC
539
SouthState Corp
Florida
$1.43K -$7.74K -81 -84%
AAP
540
Arax Advisory Partners
Colorado
$1.34K – – –
CFB
541
Cullen/Frost Bankers
Texas
$1.15K – – –
PWAM
542
Private Wealth Asset Management
Iowa
$1.15K +$1.15K +12 New
Q1WB
543
Quest 10 Wealth Builders
Virginia
$860 – – –
PA
544
Pineridge Advisors
Missouri
$591 -$8.87K -90 -94%
BIA
545
Bell Investment Advisors
California
$478 -$669 -7 -58%
HNW
546
High Note Wealth
Minnesota
$287 – – –
Norges Bank
547
Norges Bank
Norway
– -$1.01B -10,464,521 Closed
Arrowstreet Capital
548
Arrowstreet Capital
Massachusetts
– -$79.3M -817,796 Closed
IAIM
549
International Assets Investment Management
Florida
– -$760K -740,236 Closed
BAM
550
Burgundy Asset Management
Ontario, Canada
– -$15.5M -160,000 Closed
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