BMO icon

Bank of Montreal

632 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, 204 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:

5% less repeat investments, than reductions

Existing positions increased: 204 | 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
632
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
TC
551
Truvestments Capital
Florida
$40.6K
IAAG
552
Innovative Asset Advisors Group
Connecticut
$40.6K
TWD
553
True Wealth Design
Ohio
$40.2K
LI
554
LRI Investments
Florida
$39.8K
SR
555
Swiss Re
Switzerland
$39.2K
WWM
556
Western Wealth Management
Colorado
$37.5K
FMP
557
Financial Management Professionals
Texas
$37.2K
IA
558
IFP Advisors
Florida
$36K
BTC
559
Bank & Trust Company
Illinois
$35.6K
1IA
560
1620 Investment Advisors
Massachusetts
$34.4K
TPWA
561
Twin Peaks Wealth Advisors
California
$34.1K
WOSD
562
WFA of San Diego
California
$33.8K
TC
563
Trust Company
Kansas
$26.1K
BP
564
BNP Paribas
France
$25.7K
BGAI
565
Bruce G. Allen Investments
Colorado
$24.1K
FHC
566
First Horizon Corporation
Tennessee
$22.7K
JWM
567
JPL Wealth Management
Colorado
$20.7K
CPG
568
Cornerstone Planning Group
New Jersey
$20.2K
BTI
569
Blue Trust Inc
Georgia
$18K
JGIA
570
Jackson Grant Investment Advisers
Connecticut
$17.9K
AA
571
Addison Advisors
Vermont
$17.9K
TCM
572
Tradewinds Capital Management
Washington
$16.9K
JWA
573
JFS Wealth Advisors
Pennsylvania
$16.4K
MA
574
MCF Advisors
Kentucky
$14.9K
SFAM
575
Sawyer Falduto Asset Management
Illinois
$14.9K