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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 %
WCA
551
Waratah Capital Advisors
Ontario, Canada
– -$6.31M -64,983 Closed
Wolverine Trading
552
Wolverine Trading
Illinois
– -$3M -30,994 Closed
AFM
553
Anson Funds Management
Texas
– -$1.94M -20,000 Closed
GCM
554
Graham Capital Management
Connecticut
– -$1.24M -12,742 Closed
MME
555
Meag Munich Ergo
Germany
– -$1.07M -11,080 Closed
DZ Bank
556
DZ Bank
Germany
– -$922K -9,500 Closed
ET
557
Entropy Technologies
New York
– -$682K -7,030 Closed
YIH
558
Y-Intercept (HK)
Hong Kong
– -$538K -5,548 Closed
PP
559
Prudential plc
United Kingdom
– -$535K -5,514 Closed
Susquehanna International Group
560
Susquehanna International Group
Pennsylvania
– -$512K -5,279 Closed
PAS
561
Park Avenue Securities
New York
– -$434K -4,476 Closed
AIP
562
Arrowpoint Investment Partners
Singapore
– -$415K -4,275 Closed
JG
563
Jain Global
New York
– -$394K -4,058 Closed
NIM
564
Nexus Investment Management
Ontario, Canada
– -$373K -3,854 Closed
BBVA
565
Banco Bilbao Vizcaya Argentaria
Spain
– -$357K -3,675 Closed
BFG
566
Bleakley Financial Group
New Jersey
– -$345K -3,553 Closed
FNBT
567
FineMark National Bank & Trust
Florida
– -$314K -3,240 Closed
DA
568
Doliver Advisors
Texas
– -$252K -2,597 Closed
WI
569
WrapManager Inc
California
– -$224K -2,310 Closed
KWA
570
Kingswood Wealth Advisors
California
– -$220K -2,269 Closed
1WA
571
180 Wealth Advisors
Washington
– -$217K -2,236 Closed
SIA
572
Schechter Investment Advisors
Michigan
– -$212K -2,182 Closed
FCM
573
Firestone Capital Management
Florida
– -$204K -2,100 Closed
FAFN
574
First Affirmative Financial Network
Colorado
– -$203K -2,096 Closed
AFA
575
Avant Financial Advisors
Texas
– -$202K -2,080 Closed
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