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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
EPL
576
Essential Partners LLC
California
$14.8K
PWPS
577
Pinnacle Wealth Planning Services
Ohio
$14.5K
PGAM
578
Princeton Global Asset Management
New Jersey
$13.5K
BFS
579
Bare Financial Services
Pennsylvania
$12.6K
Nisa Investment Advisors
580
Nisa Investment Advisors
Missouri
$12.2K
HFM
581
Harvest Fund Management
China
$12K
MWC
582
MBM Wealth Consultants
Missouri
$11.8K
RF
583
Rossby Financial
Florida
$11.1K
RWPA
584
Richard W. Paul & Associates
Michigan
$10.8K
GIA
585
GHP Investment Advisors
Colorado
$10.7K
SRCM
586
Signature Resources Capital Management
California
$9.61K
WIM
587
Westside Investment Management
California
$9.54K
FC
588
Financial Consulate
Maryland
$9.47K
HWP
589
Highline Wealth Partners
California
$8.8K
CTB
590
Country Trust Bank
Illinois
$8.39K
PWA
591
Physician Wealth Advisors
Utah
$8.12K
TCM
592
Triumph Capital Management
Colorado
$7.71K
ME
593
McIlrath & Eck
Washington
$7.44K
LAS
594
Lloyd Advisory Services
Georgia
$7.31K
KFG
595
Kingdom Financial Group
Arizona
$7.31K
FA
596
Financial Avengers
California
$6.77K
MCM
597
MV Capital Management
Maryland
$6.77K
AEPWM
598
Atlantic Edge Private Wealth Management
Florida
$6.77K
RF
599
RetireMitten Financial
Michigan
$6.77K
FP
600
Financial Perspectives
Minnesota
$6.55K