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Bank of Montreal

634 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, 205 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:

4% less repeat investments, than reductions

Existing positions increased: 205 | 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
634
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
BA
526
Ballast Advisors
Minnesota
$88.4K
MPWT
527
MassMutual Private Wealth & Trust
Connecticut
$80.1K
PTC
528
Private Trust Company
Ohio
$77.8K
CI
529
CX Institutional
Indiana
$77K
CTC
530
Central Trust Company
Missouri
$75.1K
VEA
531
Virtus ETF Advisers
New York
$71.2K
CSC
532
Caldwell Sutter Capital
California
$69.3K
RIL
533
Rothschild Investment LLC
Illinois
$69.3K
RWS
534
Retirement Wealth Solutions
Wisconsin
$68.9K
EPIMS
535
Evelyn Partners Investment Management Services
$67.7K
TFA
536
Toth Financial Advisory
Virginia
$67.7K
B
537
Bayban
Minnesota
$66.2K
BFP
538
Birchwood Financial Partners
Minnesota
$63.2K
IA
539
IFG Advisory
Georgia
$60.9K
AAP
540
Arax Advisory Partners
Colorado
$59.5K
JFA
541
JNBA Financial Advisors
Minnesota
$59.5K
BWA
542
Basecamp Wealth Advisors
Washington
$56.4K
CSPIA
543
Cary Street Partners Investment Advisory
Virginia
$56.2K
CH
544
CDKV Holdings
Colorado
$55.8K
TFIPS
545
Towarzystwo Funduszy Inwestycyjnych PZU SA
$54.9K
CA
546
Crewe Advisors
Utah
$54.1K
SIS
547
Strategic Investment Solutions
Illinois
$54.1K
VFM
548
Vision Financial Markets
Connecticut
$54.1K
LFG
549
Larson Financial Group
Missouri
$52.4K
HAP
550
Harbor Asset Planning
Massachusetts
$47.8K