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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
+$874M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$370M
3
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
+$232M
4
Goldman Sachs
Goldman Sachs
New York
+$155M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$133M

Top Sellers

1
CIBC World Market
CIBC World Market
Ontario, Canada
-$391M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$302M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$301M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$265M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
576
Bayesian Capital Management
New York
– -$248K -2,600 Closed
PAS
577
Point72 Asia (Singapore)
Singapore
– -$239K -2,498 Closed
TC
578
TownSquare Capital
Utah
– -$237K -2,485 Closed
SG Americas Securities
579
SG Americas Securities
New York
– -$230K -2,410 Closed
Lido Advisors
580
Lido Advisors
California
– -$215K -2,253 Closed
TCWM
581
Total Clarity Wealth Management
Illinois
– -$212K -2,185 Closed
FA
582
FDx Advisors
Illinois
– -$200K -2,099 Closed
SIM
583
Studio Investment Management
Illinois
– -$132K -1,385 Closed
CWM
584
Compass Wealth Management
Connecticut
– -$118K -1,240 Closed
HCP
585
Hexagon Capital Partners
Arkansas
– -$108K -1,128 Closed
MG
586
Mather Group
Illinois
– -$101K -1,055 Closed
WT
587
Washington Trust
Rhode Island
– -$95.5K -1,000 Closed
Mitsubishi UFJ Trust & Banking
588
Mitsubishi UFJ Trust & Banking
Japan
– -$57.6K -600 Closed
WF
589
Wayfinding Financial
Washington
– -$44K -469 Closed
CCM
590
Coldstream Capital Management
Washington
– -$35.6K -373 Closed
LA
591
Legacy Advisors
Pennsylvania
– -$279K -152 Closed
MIA
592
MeadowBrook Investment Advisors
Michigan
– -$7.16K -75 Closed
AF
593
Advisornet Financial
Minnesota
– -$5.54K -58 Closed
RCA
594
Runnymede Capital Advisors
Ohio
– -$4.78K -50 Closed
PD
595
Point72 (DIFC)
United Arab Emirates
– -$4.65K -49 Closed
ACM
596
Accent Capital Management
Ohio
– -$4.68K -49 Closed
HHGA
597
Halbert Hargrove Global Advisors
California
– -$3.34K -35 Closed
DMIC
598
Dixon Mitchell Investment Counsel
British Columbia, Canada
– -$2.86K -30 Closed
SC
599
SouthState Corp
Florida
– -$1.43K -15 Closed
CFB
600
Cullen/Frost Bankers
Texas
– -$1.15K -12 Closed
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