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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
WAS
551
Winch Advisory Services
Wisconsin
$47.4K
IWP
552
IAG Wealth Partners
Wisconsin
$45.3K
CAL
553
Capital Analysts LLC
Pennsylvania
$45K
SS
554
Sunbelt Securities
Texas
$43.8K
TC
555
Truvestments Capital
Florida
$40.6K
IAAG
556
Innovative Asset Advisors Group
Connecticut
$40.6K
TWD
557
True Wealth Design
Ohio
$40.2K
LI
558
LRI Investments
Florida
$39.8K
SR
559
Swiss Re
Switzerland
$39.2K
FMP
560
Financial Management Professionals
Texas
$37.2K
IA
561
IFP Advisors
Florida
$36K
BTC
562
Bank & Trust Company
Illinois
$35.6K
1IA
563
1620 Investment Advisors
Massachusetts
$34.4K
TPWA
564
Twin Peaks Wealth Advisors
California
$34.1K
WOSD
565
WFA of San Diego
California
$33.8K
TC
566
Trust Company
Kansas
$26.1K
BP
567
BNP Paribas
France
$25.7K
BGAI
568
Bruce G. Allen Investments
Colorado
$24.1K
FHC
569
First Horizon Corporation
Tennessee
$22.7K
JWM
570
JPL Wealth Management
Colorado
$20.7K
CPG
571
Cornerstone Planning Group
New Jersey
$20.2K
BTI
572
Blue Trust Inc
Georgia
$18K
JGIA
573
Jackson Grant Investment Advisers
Connecticut
$17.9K
AA
574
Addison Advisors
Vermont
$17.9K
TCM
575
Tradewinds Capital Management
Washington
$16.9K