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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
$7.24B
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$528M
3
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$240M
4
Goldman Sachs
Goldman Sachs
New York
$607M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.57B

Top Sellers

1
CIBC World Market
CIBC World Market
Ontario, Canada
$1.5B
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
$1.14B
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$369M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$3.15B
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HNW
551
High Note Wealth
Minnesota
$332 – – –
MSWM
552
Mowery & Schoenfeld Wealth Management
Illinois
$102 -$91.7K -899 -100%
AIMCA
553
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$162M -1,700,523 Closed
Millennium Management
554
Millennium Management
New York
– -$22.8M -238,662 Closed
ATN
555
AMF Tjänstepension
Sweden
– -$11M -114,887 Closed
Citadel Advisors
556
Citadel Advisors
Florida
– -$6.76M -70,829 Closed
PEAK6
557
PEAK6
Illinois
– -$6.29M -65,876 Closed
RB
558
Rodgers Brothers
Pennsylvania
– -$3.05M -31,900 Closed
USAA
559
United Services Automobile Association
Texas
– -$2.3M -24,153 Closed
DTL
560
Dynamic Technology Lab
Singapore
– -$1.89M -19,750 Closed
CM
561
Columbus Macro
Pennsylvania
– -$1.76M -18,463 Closed
CP
562
CenterBook Partners
Connecticut
– -$1.4M -14,664 Closed
CSS
563
Cubist Systematic Strategies
Connecticut
– -$978K -10,206 Closed
CC
564
Centiva Capital
New York
– -$732K -7,665 Closed
Pacer Advisors
565
Pacer Advisors
Pennsylvania
– -$616K -6,453 Closed
SW
566
SVB Wealth
Massachusetts
– -$502K -5,259 Closed
FCI
567
Financial Counselors Inc
Kansas
– -$463K -4,848 Closed
IF
568
Intrua Financial
Texas
– -$452K -4,730 Closed
TSS
569
Two Sigma Securities
New York
– -$364K -3,813 Closed
VF
570
Virtu Financial
New York
– -$336K -3,516 Closed
BP
571
Ballentine Partners
Massachusetts
– -$298K -3,117 Closed
SP
572
SIH Partners
Delaware
– -$287K -3,010 Closed
OCAM
573
Onex Canada Asset Management
Ontario, Canada
– -$271K -2,837 Closed
SCM
574
Stevens Capital Management
Pennsylvania
– -$265K -2,774 Closed
GSWA
575
Good Steward Wealth Advisors
Tennessee
– -$256K -2,679 Closed
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